Third Party Contributors

Include all of your third party contacts who are involved in your client’s work, such as a lawyer or a consultant for a client, on their Accelo updates.

Using this guide, you can:

  • Understand what are Contributors in Accelo

  • Start having Contributors on your Sales, Projects and Issues

What are Contributors?

If you have any contacts or third party companies that have some stake or involvement with a job or a company, you can easily keep them in the loop by including them as Contributors. Many of our clients require a professional be kept updated, such as the use of a consultant, industry professional, or an attorney.

Contributors are any third party company or contact you want to be kept up to speed with the work for a certain project or issue on your account. For example, if you are working on a Project for Client A, and they indicate that they will be using a consultant from Client B to perform external auditing of your work, then you would potentially be liaising with this consultant at Client B on Client A’s Project. By creating a Contributor for Client B, you can show that a contact from Client A is contributing to a job for Client B.

To add this Contributor to emails and updates, you can either link that third party up-front as a Contributor, or using Contributor Quick Add.

Add Contributors to your Sales, Projects and Issues

Contributors are supported on Sales, Projects, and Issues.

To link a Contributor to a Sale, Project or Issue

  1. Whilst viewing a Sale, Project, or Issue, click +Add Contributors on the Project Details section

  2. A pop-up window will appear showing all previously added Contributors. Click Add Contributor.

  3. This will review a Search Bar for you to search your sales for Contacts to add as a Contributor.

  4. Select their Type, which you may have already set up.

  5. Add the contact Description, which is to keep track of their role as a Contributor for this module.

  6. Choose whether or not you want them to be Auto-CC’d on correspondence in the module.

  7. And lastly, hit Save, and they’ll be successfully added a contributor the system.

To add a Contributor with “Contributor Quick Add"

  1. Access this feature from any Activity creation screen by clicking on the Email tab (or by clicking the "Send Email," under the "New Activity" navigation heading on most screens).

  2. Once you're looking at the screen for sending a new email, you'll see a link in the top right, next to the "To" box, which will allow you to find and link a completely unrelated contact, in your Accelo client database, to be part of this email.

  3. This will review a Search Bar for you to search your sales for Contacts to add as a Contributor.

  4. Select their Type, which you may have already set up.

  5. Add the contact Description, which is to keep track of their role as a Contributor for this module.

  6. Choose whether or not you want them to be Auto-CC’d on correspondence in the module.

  7. And lastly, hit Save, and they’ll be successfully added a contributor the system.

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