Video Library » Configuration & Setup » Retainers » Allocating Existing Work

Allocating Existing Work

Welcome back to another session of How to Do Things in Accelo. We just created a retainer. Now, the most interesting and fascinating part to retainers, in my mind or my eyes,... Read More

Welcome back to another session of How to Do Things in Accelo. We just created a retainer. Now, the most interesting and fascinating part to retainers, in my mind or my eyes, is that we can allocate work to it. So, say Molecular Devices, Rich Hass called in and opened up a ticket. What we can do is go create a ticket. We put the company, Molecular Devices; subject "Rich Called in," just like normal ticket settings but what we have here is a retainer. What we can do is link it to retainers, existing retainers. So, if you had a retainer that had a ten-hour bucket, once this ticket is completed it will pull from that ten-hour bucket and there you have it.

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