Configuring Activity Settings

We're going to go over Activity Settings. This screen we're on, here's how we got there: Click on the upper left menu button here, go all the way down to Configuration and… Read More

We're going to go over Activity Settings. This screen we're on, here's how we got there: Click on the upper left menu button here, go all the way down to Configuration and you can see where we are from here. Under Activities & Emails, we're now in Settings.

 

A couple of things you can configure here: Time increment in minutes, this can be whatever you want it to be mister be whatever you want it to be; Work Load Subject, this is going to be the subject under which it appears on the timesheet and then there's the body. The body, you can configure this to however you want, you can see the default here, it basically says "Time entry made by" whoever the current user is who entered that time, "via the timesheet on" and then there's going to be a timestamp. Below that you can see you got a couple options as far as requirements for what needs to be on the timesheet. Maybe you just want the time entered, maybe you want a little more detail about the activity that was done. Either way, you can figure this to how you would like it to be. 

Read Less

Configuring General Settings

Configuring General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your…

Configuration & Setup Tutorials
Add New User

Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do…

Configuration & Setup Tutorials
Add New Activity

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded…

Configuration & Setup Tutorials
Add a New Task

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose…

Configuration & Setup Tutorials
Import Data
Configuration & Setup Tutorials
Configuring Client Portal Settings
Configuration & Setup Tutorials
Add a New Client

Add a New Client

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,…

Configuration & Setup Tutorials
Add a New Sale
Configuration & Setup Tutorials
Configuring Request Settings

Configuring Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company…

Configuration & Setup Tutorials
Try Accelo for 7 Days
Fast and easy setup No credit card required
Get Started Now
Schedule a Live Demo
Tailored to your business All questions answered
Request a Time
Accelo uses cookies to give you the best possible experience - by clicking 'Continue' you agree to our use of cookies. Refer to our Privacy Policy for details. Continue