Too many tabs open, sheets spread through pages, documents, and files in line for approval for further proceedings? You stepped beyond the dusty stacks of paper to flow right into a volley of digital columns awaiting your attention to proceed: this does not have to be the case now for new and old or large or small scale businesses because your burden is now shared by various apps in online marketplaces with a promising UI to give you the user experience needed by your business. The Approval Manager App by Algoworks does its work for you and refines your approval management experience by providing you an overview of all approval requirements on a single interface for ease of management.
Stepped beyond the dusty stacks of paper to flow right into a volley of digital columns awaiting your approvals?
Are countless tabs open? Digital shelves overflowing with all those items you need to review?
This does not have to be the case now. The Approval Manager App by Algoworks does its work for you and refines your approval management experience by providing you an overview of all approval requirements on a single interface for ease of management.
The Approval Manager App is created by Algoworks for Salesforce® and it is 100% Salesforce® native. In addition to the efficient incorporation of the approvals view on a single interface, Salesforce users will now be able to approve in bulk, set reminders within the app for approvals that are pending, and even use email links to approve as per requirement.
The Approval Manager App on AppExchange is just the app for you. In addition to the efficient incorporation of the approvals view on a single interface, Salesforce users will now be able to approve in bulk, set reminders within the app for approvals that are pending, and are now powered with links on emails to approve as per requirement.
Okay, so it approves. But what other specificities does it have for you to utilize in order to manage approvals with ease? Watch what Salesforce® Consultant Ike Wagh has to say about the Approval Manager app.
Features of Approval Manager App
One-Shot View
The app lets you have a consolidated view of the tasks or opportunities which require your attention. This type of UI helps you to prioritize and proceed without delay to the tasks which require an urgent response. This single interface view has added to the convenience of users in different business organizations to get a comprehensive vision of ‘initial submission action’ requirements and finalize approval or rejection actions.
Approve, Reject, Prioritize in Bulk
Now you do not have to drag your pace from one approval requirement to the other because the Approval Manager App enables you to select multiple approvals in one go to manage pending approvals, going ahead with those which need to get processed further and by rejecting those which are not required. You can set approval reminders and send links by email. You can arrange approvals according to the ‘date’, ‘submitted by’, ‘object’, and ‘type’. All this becomes a reality because of the ‘single page lightning interface’ which provides the amalgamated view of the objects.
Flexible Time Feature
Businesses have been functioning from different time zones online across the globe for the last few decades and with the Covid-19 even more so, many more are following suit now. To stay connected with customers around the world and manage employees with efficiency from homes, a balance of hours is required for the convenience of all. The app is designed with this in mind and works in sync with the local time of a business organization and lets multiple users log in from their respective time zones.
The app is optimized for Lighting Experience and is compatible with all editions of Salesforce®, be it Enterprise, Performance, or Unlimited, and the apps, tabs, and objects in this package do not count against the organization’s limits as well.
Challenges Tackled by the Approval Manager App
The Approval Manager has been built to target the requirements of Salesforce® users, hence because the bulk approval option is absent in Salesforce Lightning, Approval Manager has filled that gap. There is more:
No more delays: The approval Manager app lets you approve swiftly with the one-shot view.
Manage Approvals Efficiently: With in-built filters for quick filtering and bulk selection of approval requirements, you can manage workflow more efficiently.
Select in one go: You can reject or approve by simply clicking on the Approval requirements, just like selecting a bunch of emails on Gmail.
Select from multiple filter options: Approval Manager has the following filters and customizable options as well- you can select ‘object’, ‘Approval Type’, ‘Submitted by’, and in dates you can see ‘from’ and ‘to’.
Set email reminder frequency: In the Approval Reminder section you can also set the frequency to ‘daily’, ‘weekly’, monthly’ etc, and sync the time as well.
Intuitive UI: Move from one task to another with ease.
Here’s a quick run-through of the Approval Manager App.
You can download the app from the Salesforce AppExchange® platform and use it to collect approval data in Salesforce®. Find your guide to the Approval Manager App here.
So, go ahead, manage and develop your business requirements and approve with ease and efficiency with the Approval Manager App!
This blog has been published with references from AppexchangeSalesforce.com.
