Create New Approval Options

Owned by Becky Weinberg (Unlicensed)
Last updated: Jul 26, 2023 by Pamela Totas (Deactivated)
1 min read

Complete the following options on the Create New Approval dialog box.

Option

Description

Name

Enter the name of the approval.

Comment

Enter a comment about the approval.

Approval Method

Select an approval method:

  • Approve each.

  • Approve any one.

  • Allow Only Clients to Approve. Select to determine if the approval runs for a client only, or for a client and overridden contacts.

This Approval is based on

Select the Batches button. This option is selected by default when creating a new approval.

Name

Enter the name of the approval.

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