The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.

Manage Clients/Companies

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:


View Clients/Companies

  • 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.



View a Client/Company

The company screen allows you to see important company details such as the company overview, activities, contacts, and relevant objects.

  • Access the company contact details

    • 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.

  • View the company overview

    • 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.

  • Edit the company summary

    • 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.

  • View company details and custom profile fields

    • Editing custom profile fields is not yet supported

  • View the company stream

    • All timeline events related to the company are shown

    • All activities such as messages, events, requests, sign-offs, and call logs.

  • View affiliated contacts

  • View company-related objects.

    • Related objects against the company include:

      • Sales

      • Projects

      • Tickets

      • Retainers soon

      • Requests soon


Not yet supported:

  • Editing a Client/Company

  • Creating a Client/Company

  • Deleting a Company

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