[Community Thoughts] How do you handle customer approval?

1 Comments

  • Amie Brennan

    We recommend using the Approvals app in the marketplace by SweetHawk. 

    Approvals App

    It allows you to set up automatic approval workflows, also manual approvals where required. When an approval is received back its clearly visible on the ticket if it was approved or rejected etc. 

    Short of using this app, you could look at using a combination of custom drop-down fields to manage the approval lifecycle. It wouldn't be anywhere near as nice compared to using this app, however, it can be done. 

    Hope this helps. :)

    Best,

    Amie

     

    0

Please sign in to leave a comment.

Powered by Zendesk