> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/crm/more/permission-approval.md). # Permission Approval ## 1 List Data The list shows the requests to access the customer's data for which the current user has editing permission.
## 2 Request Approval ### 2.1 Review Step 1: On the right side of the data row, click on "more ···" and then click "View".
Step 2: Enter the approval comment and then select the approval action.
**Remark:** * Internal message alert: When enabled, the approval results are sent to the applicant; otherwise, the applicant will not receive any approval results. ### 2.2 Approved Enter the approval comments and click "Approve".
The system will prompt \[Successful approval].
and return to the Permission Approval list automatically.
### 2.3 Reject Enter the approval comments and click "Refuse".
The system will prompt \[Successful approval].
and return to the Permission Approval list automatically.
## 3 Data Operation ### 3.1 View Step 1: Open the details page, and it will appear in a new tab. Option 1: Click on the data row directly.
Option 2: On the right side of the data row, click on "more ···" and then click "View".
### 3.2 Delete #### 3.2.1 Single Delete Step 1: On the right-side of the data row, click more ···, and click "Delete".
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.
#### 3.2.2 Batch Delete Step 1: Select the data to be deleted, click "Batch delete" on the bottom left of the page.
Step 2: Confirm the delete operation, and the data will be deleted and removed from the list.

Deletion success notification pop-up box

## 4 Filtering/Search ### 4.1 Filtering #### 4.1.1 Exists Filter The filter function allows users to refine or narrow down the data list based on the selected criteria.
#### 4.1.2 Create new filter Users can save their preferred filter by entering/selecting the condition and click "Save" or "Save and Search" to be directed to the result straight away. Step 1: Click on the ![](https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FgqmcR1SHqVuCsJ2j4GqP%2Fimage.png?alt=media\&token=7a13e675-8388-4ca2-846a-095d90ac1b77)icon next to the search box.
Step 2: Fill in the relevant condition and click on "Save".
A new filter condition will be created.
The filter name can be changed by clicking on ![](https://eohelp.weaverintl.com/~gitbook/image?url=https%3A%2F%2F1526800164-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F50DeL6mO9sNbAZBSEdaN%252Fuploads%252FGiv8FS6GDtry0O9h1y4x%252Fimage.png%3Falt%3Dmedia%26token%3D8fce9755-1bbf-4bcf-a0ed-3df562709353\&width=300\&dpr=4\&quality=100\&sign=40fe3c21\&sv=1)
Click on the save icon when completed.
New filter is created.
In the Advance Search, click on the (X) to delete the filter.
### 4.2 Search #### 4.2.1 Simple Query The users is able to filter customer with customer name that are similar/matched to the text entered in the search box.
#### 4.2.2 Advance Query The \[Advance Query] allows the users to create complex searches or filters by specifying detailed conditions and criteria.\ Step 1: Click on the ![](https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Fq3QNH9BAYb1wITyus8vR%2Fimage.png?alt=media\&token=17621caa-f9d3-452d-949f-a12fd4204c59) icon next to the search box.
Step 2: Fill in the relevant condition and click on "Search".