The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
If you are using a Company code to tie your databases together, you can start tracking that in Accelo.
Using this guide, you can:
As this code may be used to tie all your systems together, we want this field to be visible in multiple locations.
View on the Company Record
You can find this Company code within the Client Name and under Client Details. If you do not want it within the Company name, you can configure it to not show up. If it is configured to be shown within the Company name, this will show up everywhere the Company Record is mentioned in Accelo.
To set this up, we’ll need to go in the Admin Settings of your deployment. This will be found in the Company Settings.
There are two major configuration settings:
Set up and utilize Company Codes in Accelo.