Create a Request (iOS)
Create requests directly in Accelo on behalf of clients on the go.
Note: You must have Accelo’s iOS app downloaded first.
Using this guide, you can:
- Create a Request in the Mobile App
What is a Request
The Request Queue serves as your central queue for client inquiries. In most cases, this acts similar to a client sending emails to your [email protected], [email protected] or [email protected] Your Support, Admin and Sales’ team can work together out of one inbox in resolving all requests emailed to you by clients, allowing you to prevent forgotten emails or doubling up on your work. You can create Requests for your separate teams for clients through your iOS app.
There are quite a few use cases for this feature on mobile:
- Reminder to follow up from a chat at an event
- Taking a phone call for a separate team
- Reporting an issue when on-site with a client
For more information on Requests, check out our help resources.
Creating Requests in the iOS App
When you’re on the go, you can create a Request for your team back at the office or for you at a later time.
Creating Requests on iOS -
- Click on the bottom right Module button
- Click on the + icon on the right side of Requests (you'll notice this in the middle of the screen)
- Search for a contact to create the request for.
Accelo will search the database of all of your clients in real-time for any contacts it can match. The search engine looks for matches against company name, contact name (first and last), email address and even phone number.
- If the contact isn't already in Accelo, you can click the + icon next to “Search for a contact” and enter the basic details for the account. The only required field are "First Name.”
- Choose the Request Type/Queue, and enter the details about the request. You can even include a picture you snap with your smartphone, or a file you've already saved to it (like a picture taken previously).
- Save the request.
This will create the request and send the notifications out to any staff who are set to be notified. Note that the auto-reply feature is ignored for requests created by you and your colleagues, since you're not actually "replying" to an email from the client.