Review task
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06-11-2024 02:50 AM
Address update – No Review task
Advance, Draw, Recon – No review task
Commission Adj – Review Task
Commission Stmt – No Review Task
Direct Deposit/ ACH – No Review Task
Initial Set-up – Review task
Other – review task
Producer Payment Inquiry – Review Task
Special Stmt/ Report – Review Task
Split % - new/ update – Review Task
W9- vendor ID – No Review task
Ideally, I’d like for these tickets that get this ticket sub category under producer comp to go into a que (from the review task) for a mgr to review and approve before it can be ‘completed in the system
How to create a review task depend on category by submitting catalog form.
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06-11-2024 03:33 AM
Hii @BHARATHS
You create flow in flow designer for this requirement
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06-11-2024 04:09 AM
Can I able to send mail to respective team by same flow designer?