This application consists of three pages to manage requests to accept a new customer.
The first two pages capture the data needed to make the request, and the third page is for the approval process.
To try this application out first, just click the picture below to start an instance of the application. (On a mobile device it will look different but will work in the same way)
Should you wish to use this application, modifications will be required after the application has been imported into your system.
In normal circumstances the Sales Manager, Finance Team, and Finance Director Roles will always be occupied by the same person or team so it’s not necessary to identify them in the application but the roles can be linked directly to users, user-groups or positions in your system or to the specific e-mail address. This will need to be done prior to publishing the application.
Further details of the above modifications are included in the download below.
It's also configured for Mobile Design. Read the enclosed installation instructions if you have a license for this feature and would like to use it for this application.
Click HERE to learn more about the Mobile Design feature.
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To download this application and related details, click here. Then extract and import into your system. Log on to PerfectApps, go to the Apps Workspace and click the Import button. Then select the (.PA or .PF) file you saved locally and continue through the import steps.
To learn how to import an app into your account see App Management Video Tutorials |
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