Your Company and Contact databases are tightly integrated with all other modules in Accelo, allowing you to easily find all logged work across every member of your team.
Using this guide, you can:
Learn more about Accelo's Client Database
Your Companies should include your Leads, Clients, Vendors, & Partners - everyone your business talks to.
Note - The Companies module is also commonly named the Client module.
To create a company:
Click the +Create button in the Navigation bar and choose Company.
Alternatively, click the Modules Button, choose Company and then click the Add a Company button.
Complete the fields in the Add Company form (we require you to add at least one contact to your new company).
Click the Save button (near the bottom of the screen) to confirm your new company. You will be taken to the View Company screen.
If you need additional fields within the Add Company form, see the page on custom company fields.
There can be a lot of information recorded on a Company/Client record, and that's a good thing for reporting purposes. However, we realize it can overwhelm newer users. We will break down each one here for you to better understand every field and its purpose. Your own Accelo account may have some fields renamed or extra fields depending on any configurations done by your Admin.
Name of Company: This is for the name or title of your Company.
Company Details: These are the various details related to your Company/Client based on your configurations. These fields are available by default.
When creating a company, you can configure a street/physical address as well as postal address. Here we'll go into more details on how to add it on the View Company screen.
The Physical Address is useful when you set up a meeting with a contact so that you can select the meeting location based on that contact's street/physical address.
The Postal/Mailing Address is used primarily as a reference. However, you can create a postal activity to ensure that any letters you send to a client are recorded in Accelo if you wish to keep a copy of any letters sent to a contact. When you add a postal activity (letter), you can choose the staff recipient who will receive the body of the letter by email, allowing them to confirm the postal address before you send.
Adding a new company address for an existing company will not automatically change the addresses set for existing contacts. You need to edit each contact to choose their physical and/or postal address.
To add an address to an existing company:
From the View Company screen click the + Add button and select New Address from the menu bar or the +Add Address link from the Address section on the left-hand side.
By default, all Contacts must be linked to existing Companies.
To create a Contact without a Company, or a Stand-Alone Contact, an administrator must enable the Allow Stand Alone Contact settings.
Enable Stand-Alone contacts from Configuration. Under Companies & Contacts there will be an option to turn Allow Stand Alone Contacts on or off. After this is enabled you will be able to select New Contact under the Contacts menu.
To add a new contact to an existing company:
Navigate to the View Company page and click the + Add button and select New Contact from the dropdown menu.
The Add New Contact to Company screen will appear. Make sure you are creating a contact that doesn't exist in the system by searching Company; check to see if their name appears but is linked to a different company.
Fill in the fields as required. At a minimum, you must have a first name and last name.
Review any custom fields on this form, such as segmentations or profiles.
If any addresses are already configured for this company, you can choose one from the drop-down or select Other and enter the new address information.
To find the contact address, click View Contact. The Affiliations section lists the contact's phone, email and address information for that company.
If the contact you are adding to this company has already been added to Accelo, rather than create another contact, you would link the existing contact to this company. This creates a new affiliation for that contact.
To link an existing contact:
Click the Link Existing Contact button to open a search bar. Once you have selected your contact you will notice some of the fields (like First Name and Surname) are set - that is because you can't edit the contact from here - you can only enter their new affiliation details.
Click Save on the bottom right to finish.