GSuite & Office 365
Client Portal | Customize & Configure | Intermediate
• Customize the look of the Client Portal
• Invite and impersonate your clients
• Set up global, project and company level…
Best Practices for Better Invoicing
• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…
Survival to Recovery: Taking Control Again
This has been a year where most businesses have been knocked around, and the focus has just been on surviving.…
Best Practices for Scheduling & Resourcing
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
• Determine when to Schedule vs Commit Time
• Navigate the Team…
Best Practices for Email Capture & Requests
• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…
Best Practices for the Forms API
• Forms API vs RESTful API - Which is right for you?
• Connecting your Website Contact Us Form to Accelo
•…
Best Practices for Dashboards & Reporting
• Utilization Dashboard - How well is your team being utilized
• Profitability Dashboard - How much profit your team…