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Controlling Data Updates on the Sales Approvals Page

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Imagine a scenario where a sales manager needs to review multiple approvals without interruptions caused by frequent automatic updates.

To address this, "Edara" provides a feature that allows you to control how often data updates occur for specific users.

Controlling Data Updates on the Sales Approvals Page

  • Go to Settings.
  • Open the "Modules Settings" page.

Note: The default Module is the “Sales” Settings.

  • Activate the "Apply approvals auto refresh intervals" setting by checking the box ▢.
  • Select the user and specify their update interval.
  • Click on "Save".
Controlling Data Updates on the Sales Approvals Page — Click on "Save".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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