Approving Records
The import feature and Web forms have an option to enable manual approval of records. When this option is enabled, records imported or gathered through web forms are not added directly to the modules. They need to be approved first for other users to access the records. Records can be approved for the Candidates, Contacts, Job Openings or any other Custom module's records.
Availability
Profile Permission Required: Users with the Approve Records permission can access this feature.
To approve records:
- Click the Candidates Tab.
- In the [Module] Home page, under [Module] Tools section, click the Approve [Module] link.
- In the [Module] Approval page, select the records for approval.
- Click Approve.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Creating Candidate Records
Methods There are multiple ways for creating candidate records in Zoho Recruit, namely; Entering data in the candidate details form: You can manually fill in the Candidate details gathered from various external sources, e.g. trade shows, exhibitions, ...Approval Process
Introduction As a recruiter, you may encounter several instances in your organization’s hiring process where certain actions need the approval of one or more senior decision-makers. For instance, recruiters may need the hiring manager’s approval for ...Manual Workflow Trigger
A Manual Workflow Trigger can be triggered by a user while creating or editing a record that can be configured through a Workflow Rule. Enabling this will only execute the workflow for a manual action, not automatically. It's always a good idea to ...Checking Duplicate Records in Zoho Recruit
When you have hundreds and thousands of records in your Recruit, as your business grows, it becomes a very difficult task to check for duplicates. Zoho Recruit provides you with an option to check if a record already exists in your Recruit account by ...Zoho Forms Integration
Introduction For agencies or corporate companies, collecting and processing candidate details, key information, skill set, assessments and is definitely a challenge owing to the huge volume of resumes that come in on a regular basis. With the Zoho ...
New to Zoho LandingPage?
Zoho LandingPage Resources