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This text refers to program version 8.4  

Operations Menu - Activity - Request Approval

This page describes the 'Request Approval' function on the Operations menu in the Activity record window. If you are using iOS or Android, the 'Request Approval' function is on the Tools menu (with 'wrench' icon).

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If an Activity has to pass through an approval process before you can mark it as Done, ensure it is open in a record window and select 'Request Approval' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android) to begin that approval process. Please refer to the description of the Approval Status field in the header card of the Activity window for brief details about the approval process and here for full details.

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Activities and Tasks in Standard ERP:

• Introduction
  

• Viewing Activities and Tasks
  

• Entering an Activity or Task
  

• Creating Activities and Tasks from Other Registers
  

• Activities in a Multi-Company Database
  

• Completing an Activity or Task
  

• Operations menu, including:
  
  • Customer Status
    

  • Send Calendar Invitation
    

  • Open NL Transaction
    

  • Open Main Task
    

  • Request Approval
    

  • Copy to iCal
  
  
• Create menu

Go back to:

• Home page for CRM module manual
  

• Home page for Standard ERP manual

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