The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Learn the email capture requirements for Accelo so that your team can collaborate efficiently with clients over projects, sales, and issues.
The most basic prerequisites for a message to be captured in Accelo are:
When viewing captured emails in certain areas of your deployment, such as the Stream, Inbox or View Activity screen, you will be able to see them as they were intended to be seen: with all of the images, signatures, annotations and more natively inside of Accelo. This also includes emails with images inline, bulleted lists and emboldened keywords.
As emails with HTML components are captured in Accelo, they are sanitized for security and styling purposes. So if you find that certain HTML aspects aren't being captured as expected, this may be the result of the sanitization process.
If you notice that emails are not rendering correctly where HTML email capture is shown, please report the issue using the following link: https://www.accelo.com/html-email-bug
Also, to see past messages in the thread, simply click the Ellipses button near the bottom of the email message.
NOTE: HTML Email Capture will not be shown on every screen where emails can be viewed in your deployment. Areas with limited space, such as the Daily and Weekly Timesheets, will show plain text emails.
For a message to be captured by the system and included in an ongoing conversation thread, the message's subject needs to match that of the previous messages. The system automatically disregards subject tags such as RE: and FW:, so you're able to continue using your email in the way you're already comfortable with.