The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
On Accelo mobile, you can see all the companies that you do work for, allowing you to see all related work per company.
Using this guide, you can:
Tap on the More tab on the bottom right corner of the screen
Tap on Companies
This will bring up a list of all Clients/Companies in your Accelo deployment. By default, Inactive companies are hidden.
Filter your client/Company by Date Created and by showing or hiding inactive clients/companies.
Search for a particular client/Company by searching the Project Title or ID.
The company screen allows you to see important company details such as the company overview, activities, contacts, and relevant objects.
Tap on the website button to view the company website
Tap on the Call button to call the company's primary contact
Tap on the Map to view the company’s address on the device’s Maps app.
Status = shows the current status of the company
Created = shows the date the company was created on Accelo
Primary Contact = shows the currently assigned primary contact of the company
Division = shows the set division of the company.
Tap on the EDIT button to enter or edit the company contact
Once done entering the summary, tap on SAVE to update the Company summary
Editing the Company details is not yet supported.
Editing custom profile fields is not yet supported
All timeline events related to the company are shown
All activities such as messages, events, requests, sign-offs, and call logs.
Related objects against the company include:
Sales
Projects
Tickets
Retainers soon
Requests soon
Editing a Client/Company
Creating a Client/Company
Deleting a Company