Approval Workflow based on Customer
We have a client that approves based on which salesman is assigned to a customer/job. If we could trigger approvals based on the customer, they could stop using a competitor's software and keep all of their workflow in Dext.
2
votes
Jessica Glenn
shared this idea
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Anna A
commented
Often the Project Manager must approve an employee or team member's expenses. So we cannot have just one manager per user. Can we set up an approval workflow by Project/Customer so that all of those documents go to the PM?