Staff Approvals Management For Perfex CRM

Description

Other Perfex Modules NOTE This module is an extension for Perfex CRM and requires Perfex CRM to be installed Approvify is the ultimate solution to efficiently manage staff approvals within Perfex CRM It offers a comprehensive set of features designed to create track and manage different types of approvals ensuring seamless communication and accountability among staff members Key Features Create Various Approval Types With Approvify you can effortlessly create different types of approvals such as Maternal Requests Equipment Requests and more Customize approval workflows to suit your organization s needs Custom Fields Integration Tailor each approval category with specific custom fields For example a Vacation Request may require details such as start and end dates while a Promotion Request might include fields for current position desired position and justifications This flexibility ensures that each type of request captures the exact information needed Automatic Notifications When an approval request is created all staff members assigned to the specific approval type will receive notifications and emails keeping everyone informed and accountable Approve or Reject Requests Staff members responsible for a particular approval type can easily review and approve or reject requests directly within Perfex CRM ensuring a streamlined decision-making process Event Handling with Notifications All approval-related events are seamlessly handled by Perfex s built-in notification system When a request is approved rejected or canceled the involved parties are instantly notified via Perfex notifications and email Kanban Board for Request Tracking Approvify provides a visual Kanban board where staff members can track the status of their approval requests Monitor whether requests are submitted approved rejected or canceled at a glance Why Choose Approvify Effortless Integration Approvify is a module designed exclusively for Perfex CRM ensuring seamless integration with your existing CRM workflow User-Friendly Interface Experience a hassle-free approval management process through Approvify s intuitive user interface allowing users of all technical levels to utilize its features effectively Enhanced Accountability Ensure that staff members are accountable for their approval requests and decisions with automatic notifications and clear tracking Efficiency and Transparency Streamline your approval workflows save time and maintain transparency by centralizing the approval process within Perfex CRM Experience the Next Level of Staff Approvals Management with Approvify Request Types Management Create Request Type Manage Create Request For Staff Let s Request For Promotion Kanban To Manage All Staff Requests Request View For Staff Request Review Department View All Staff Requests Approve Staff Request For Promotion Activity Of Request Now Is Updated After Approving Approval Category Custom Fields Notifications Emails Received For This Process Menu Permissions URL Email Password https lenzcreative site demo-crm admin authentication demo lenzcreative site lenzcreative123321 Login to Perfex CRM Goto Module Installed Addons Select upload zip Click install button to complete the installation Done Enjoy Version 1 2 0 22 08 2024 Added Custom Fields Integration With Approval Categories Fixed Reported bugs from customers Fixed UI of module Version 1 1 0 17 02 2024 Added Option to comment on Approval or Rejection Fixed Reported bugs from customers Fixed UI of module Version 1 0 0 04 10 2023 Initial version Work illustrations by Storyset