Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Login as an Administrator.
  2. Navigate to 'Accounts' --> 'Customer Approvals' (/zCustomerApprovalszCustomerApproval.aspx).
  3. Search for the required customer.
  4. Select the record via radio button. 
  5. Click the 'Approval Groups' tab.
  6. Click 'New'.
  7. Enter an 'Approval Group Code' for this group.
  8. Add a description if required.
  9. Click 'OK' to save. 

...