Webinars » Best Practices » Privacy

Privacy

Conversing with a client about sensitive information? Using a third-party platform or actor to discuss internal HR issues? Setting up your privacy settings in Accelo is important to get the most out… Read More

Conversing with a client about sensitive information? Using a third-party platform or actor to discuss internal HR issues? Setting up your privacy settings in Accelo is important to get the most out of the email capture integration.

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Client Portal | Customize & Configure | Intermediate

Client Portal | Customize & Configure | Intermediate

•  Customize the look of the Client Portal
•  Invite and impersonate your clients
•  Set up global, project and company level…

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Best Practices for Better Invoicing

Best Practices for Better Invoicing

• Customize Invoice Template styling and Custom Fields
• Show Work Report Summaries on your Invoice
• Incorporate Invoicing into your Workflows
•…

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Survival to Recovery: Taking Control Again

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.…

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Best Practices for Scheduling & Resourcing

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…

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Best Practices for Email Capture & Requests

Best Practices for Email Capture & Requests

• Email Capture Rules and Integration Settings
• Request Inbox Settings and Email Forwarding
• Email Aliases and Divisions
•…

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Best Practices for the Forms API

Best Practices for the Forms API

• Forms API vs RESTful API - Which is right for you?
• Connecting your Website Contact Us Form to Accelo
•…

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Best Practices for Dashboards & Reporting

Best Practices for Dashboards & Reporting

• Utilization Dashboard - How well is your team being utilized
• Profitability Dashboard - How much profit your team…

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