CRM Workplace - Add name in Sample indent Approval Access

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 Add name in Sample indent Approval Access

Path -  Shahi App  >  Applications  >  CRM - Work Place (New M3)  >

 Application Name - Sample indent Approval Access(11298)

 Note - Always done with the approval of BI(Ajay Gill) 

 Steps to be followed -

 1. Once you click on the application, the below screen will appear. First, you need to check if the name that needs to be added in the approval list exists or not.

2. You need to enter the employee Id/Name in the search option and click on Search.

3. If the name already exists in the approver list then it will appear like this.

4. If not then you need to click on New Button.

5. Once you click on the New Button, the below screen will display. Here you need to search the Approver Name by clicking on the Search Icon. 

6. Once you click on Search Icon, the below screen will appear. Here you need to search for the name or the card no. of the user whose name has to be added in the approver list.

7. Once you click on the Search Button, the name of the employee will appear. Now you need to click on the Add(+) icon.

8. And then click on Save to save the data.


9. The record is now saved.





















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