September 11, 2015 Leave a comment
We have many features and benefits in our product. We always like to use customer examples to show you how it works. This time we are using ourselves as the example. We use this feature in our Client Services order workflow to continuously develop business agility.
Here’s how it works:
Sales Employee –> Customer (Approval/Reject) –> Sales Employee
In a Client Services workflow, designed with frevvo, the first step is filled in by a company employee who then clicks send when the Service Order is completed. Conveniently, the customer receives a customized email with a link to the service order. This link will direct the customer to the step in the flow needed to be completed by them. This step is completed when the customer approves and signs it, but what if they don’t approve!? No worries, frevvo has your back. “Remember, we are all about the user friendly experience?”
The reject option.
The customer now has the option to click the Reject button (which can be customized to say anything you want) and provides a reason for the rejection. Rather than trying to solve the mystery of “Why was I rejected,” you will find out why in an email sent in response to the rejection of the step. Rejection never felt so good. Ultimately, this flow will be routed back to the frevvo employee for revision.
Easy Reject is a feature that allows steps in a flow to be sent back to a previous step by clicking the Reject button. The Reject feature is easily configured through the Live Forms Quick Approve wizard. The designer simply selects “reject to” or “reject from” for each step in the workflow, including steps performed by anonymous users, and all the configured steps will display a Reject button. It’s that easy.
The ability for an anonymous user to reject a workflow task is an important feature of frevvo workflows. Contact us today and see if it will fit your business needs. You can view full step by step instructions to implement this feature in a Purchase Order Workflow here!