ApproveCustomer

This notification is used to control the creation of customers.

It is triggered when:

  • Approval hierarchies are used for customers.
  • A customer is created and submitted.

This notification in turn triggers the Approve Customer To-Do.

Recipient

The Approve Customer To-Do is received by the following users:

  • The user defined as approver in the approval hierarchy. However, the To-Do disappears if the substitute approver approves the customer first.

Workspace

The Approve Customer To-Do directs the recipient/s to the Customer workspace.