The Accelo Community (Historical)

Contact owners and managers

1–30 of 173

**We have a special announcement that effective April 25, 2021, we will be formally archiving the Accelo Community Google Group (which will still be viewable in a read-only format for historical posts) and will be moving to a new and exciting Accelo Community with a dedicated Knowledge Base and Support Forum at community.accelo.com - if you'd like to get a head-start, please join the new Community and begin posting under the various topics on the Knowledge Base Forum OR questions on the Support Forum category for our team to see!**

Welcome to the Accelo Community! A place where you can connect with like-minded professionals and coworkers, exchange ideas and tips, and help each other out professionally.

While there’s certain to be a bunch of Accelo related conversations, the important thing is that this Community is yours - we’re just here to help and facilitate.

The way this group works is that any email sent to accelo-community@googlegroups.com will be forwarded to everyone in the Community. If you reply to one of those emails, it will by default go back to the whole Community.

As always, we’d love to hear your feedback on how we can make things even better - but those suggestions are better logged at ideas.accelo.com :-)

- The Accelo Team

0 selected

2/9/21

POLL: How effective is the Ideas Forum?

Hi All, A Quick poll on how effective the ideas forum is for you: Fill in the Poll (Link: https://

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POLL: How effective is the Ideas Forum?

Hi All, A Quick poll on how effective the ideas forum is for you: Fill in the Poll (Link: https://

2/9/21

Tom Barrett, … Martin Gamble5

10/20/20

Requests for Work to Add to Accelo

That is excellent, thanks for the great share Martin. Getting the info in the body of the message

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Requests for Work to Add to Accelo

That is excellent, thanks for the great share Martin. Getting the info in the body of the message

10/20/20

9/21/20

New navigation - Contacts

Hi, Is anyone else concerned about the missing link in the new Navigation ie no sign of “Contacts” in

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New navigation - Contacts

Hi, Is anyone else concerned about the missing link in the new Navigation ie no sign of “Contacts” in

9/21/20

Andrew Legrand, … Peter O'Halloran15

6/12/20

What are you using for a Custom Accelo Dashboard?

Thanks, Peter, that does help. So far, I've also found that there's certain charts that

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What are you using for a Custom Accelo Dashboard?

Thanks, Peter, that does help. So far, I've also found that there's certain charts that

6/12/20

Andrew Swann, Peter O'Halloran3

6/10/20

How do you manage ticket SLA's?

Thanks for the feedback Peter. Can anyone else input on this? On Friday, 5 June 2020 22:54:28 UTC+1,

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How do you manage ticket SLA's?

Thanks for the feedback Peter. Can anyone else input on this? On Friday, 5 June 2020 22:54:28 UTC+1,

6/10/20

Michael Collazo, … Pat Trainor6

2/23/20

Request for information (RFI)

Nothing wrong with trying Google forms. Easy enough to have it send an email along, and it creates a

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Request for information (RFI)

Nothing wrong with trying Google forms. Easy enough to have it send an email along, and it creates a

2/23/20

Daniel Webb, … Martin Gamble3

12/13/19

Is anyone actually using Signoffs?

Unfortunately no, as we had the exact scenario you described happen to us when we were using SIgn-

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Is anyone actually using Signoffs?

Unfortunately no, as we had the exact scenario you described happen to us when we were using SIgn-

12/13/19

Michelle Ertischek, Sarah Sechrist2

12/5/19

Project Management: what works and what doesn't work

Hi Michelle, We are a project management consulting firm and have been using Accelo for almost 3

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Project Management: what works and what doesn't work

Hi Michelle, We are a project management consulting firm and have been using Accelo for almost 3

12/5/19

Peter O'Halloran, … Tom Barrett7

12/4/19

Restricting time logging

No problem at all Peter. Something else that I just though of is that some of our team don't like

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Restricting time logging

No problem at all Peter. Something else that I just though of is that some of our team don't like

12/4/19

Jame Healy, Michelle Ertischek4

12/3/19

Best Practice for Parent/Child Companies?

No, I hadn't, but thanks for passing it on! To me, there are at least three related, but

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Best Practice for Parent/Child Companies?

No, I hadn't, but thanks for passing it on! To me, there are at least three related, but

12/3/19

Jame Healy, Michelle Ertischek2

12/3/19

Split Billing (to two "Customers")

We have had to split billable and unbillable time. I wonder if there is a solution in there? Thank

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Split Billing (to two "Customers")

We have had to split billable and unbillable time. I wonder if there is a solution in there? Thank

12/3/19

Matt Richards, … Sarah Sechrist5

11/20/19

Quickbooks Sync issues?

Not having any other sync problems though. On Tuesday, November 19, 2019 at 3:31:51 PM UTC-5, Matt

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Quickbooks Sync issues?

Not having any other sync problems though. On Tuesday, November 19, 2019 at 3:31:51 PM UTC-5, Matt

11/20/19

Jame Healy, Pat Trainor3

10/29/19

Using Microsoft Flow to HTTP POST to Company Forms API

Thanks Pat ... for whatever reason, I'm only now seeing your response. Yeah, Microsoft Flow is

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Using Microsoft Flow to HTTP POST to Company Forms API

Thanks Pat ... for whatever reason, I'm only now seeing your response. Yeah, Microsoft Flow is

10/29/19

10/7/19

De-Duping Ideas...

Experts, How are you handling de-duplication of alerts? In my case, an RMM is sending alerts to

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De-Duping Ideas...

Experts, How are you handling de-duplication of alerts? In my case, an RMM is sending alerts to

10/7/19

8/30/19

Integromat - Vote for Integration into Accelo

Hi All, Not sure if you've come across Integromat, a brilliant integration tool. With Accelo

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Integromat - Vote for Integration into Accelo

Hi All, Not sure if you've come across Integromat, a brilliant integration tool. With Accelo

8/30/19

Michelle Ertischek

8/6/19

Contacts: differentiating people we can contact from those we can't

We periodically obtain a list of contacts from activities we sponsor. In cases where the contacts are

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Contacts: differentiating people we can contact from those we can't

We periodically obtain a list of contacts from activities we sponsor. In cases where the contacts are

8/6/19

Pat Trainor, … saagar.gupta9

7/10/19

Create Tickets from [Android] Mobile App... PLEASE?

Hi there! I am Saagar, from Accelo's Client Success team. I think it's best we go through

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Create Tickets from [Android] Mobile App... PLEASE?

Hi there! I am Saagar, from Accelo's Client Success team. I think it's best we go through

7/10/19

Jame Healy, … Trae Dantzler3

7/8/19

Best Practice for Sub-Companies? (Rolling up to a Parent Company)

We have a similar issue where we are dispatched by say a service company out to a location that they

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Best Practice for Sub-Companies? (Rolling up to a Parent Company)

We have a similar issue where we are dispatched by say a service company out to a location that they

7/8/19

6/25/19

Uploading Attachments to Contact/Client Forms using the Forms API

I'm trying to upload attachments to either the contact or the client using the Forms API and I

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Uploading Attachments to Contact/Client Forms using the Forms API

I'm trying to upload attachments to either the contact or the client using the Forms API and I

6/25/19

Kristen Lindsey, Pat Trainor3

5/15/19

Document & Content Management - Best Practices

Integrators like this one might be able to tie into Accelo, while also tying in all your cloud

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Document & Content Management - Best Practices

Integrators like this one might be able to tie into Accelo, while also tying in all your cloud

5/15/19

Michelle Ertischek, Pat Trainor2

5/15/19

Accelo for conference calendars and deadlines

Michelle, What a great question. I'm no event coordinator, but I know Accelo good enough to

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Accelo for conference calendars and deadlines

Michelle, What a great question. I'm no event coordinator, but I know Accelo good enough to

5/15/19

Pat Trainor, … Lissa Meade, GRAYBOX11

5/7/19

Email address for an Accelo Company?

Matt, Requests don't have a way to relocate a ticket to a different company. I did end up finding

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Email address for an Accelo Company?

Matt, Requests don't have a way to relocate a ticket to a different company. I did end up finding

5/7/19

Tom Barrett, … Jason Rainbird4

4/18/19

UK Accelo Users

Excellent, thanks to everyone for the great replies on this! I look forward to connecting with you

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UK Accelo Users

Excellent, thanks to everyone for the great replies on this! I look forward to connecting with you

4/18/19

2/26/19

Styling accelo in Fluid.app (in case others find it helpful)

If you haven't heard of it, Fluid lets you use a website as if it was an app. I find that handy

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Styling accelo in Fluid.app (in case others find it helpful)

If you haven't heard of it, Fluid lets you use a website as if it was an app. I find that handy

2/26/19

Daniel Webb, … Lissa Meade, GRAYBOX4

2/25/19

Pausing Projects

I've been testing this feature prototype for Accelo and can confirm that it works! You can pause

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Pausing Projects

I've been testing this feature prototype for Accelo and can confirm that it works! You can pause

2/25/19

Sarah George, … Lissa Meade, GRAYBOX4

2/25/19

Moving tasks around

I run into this frequently. I found out the hard way years ago that if you move a task out of a

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Moving tasks around

I run into this frequently. I found out the hard way years ago that if you move a task out of a

2/25/19

2/25/19

Anyone able to reassign company to requests/tickets?

Experts, The idea is, emails come through but need to be parsed to route to the correct Customer.

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Anyone able to reassign company to requests/tickets?

Experts, The idea is, emails come through but need to be parsed to route to the correct Customer.

2/25/19

Kristen Lindsey, … Jason Rainbird5

2/21/19

Company/Contact CRM - Best Practices for Categorizing?

You are welcome. On Thu, 21 Feb 2019, 16:54 Kristen Lindsey, <kri...@thrivelydigital.com>

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Company/Contact CRM - Best Practices for Categorizing?

You are welcome. On Thu, 21 Feb 2019, 16:54 Kristen Lindsey, <kri...@thrivelydigital.com>

2/21/19

Christa Balingit2

1/15/19

Don't miss first Servops Webinar of 2019!

Hi everyone, Friendly reminder that tomorrow we will be holding our first webinar of 2019! Join us on

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Don't miss first Servops Webinar of 2019!

Hi everyone, Friendly reminder that tomorrow we will be holding our first webinar of 2019! Join us on

1/15/19

1/2/19

Tasks in Pending Status

Happy new year everyone Does anyone know if there is any reason to move tasks from pending status to

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Tasks in Pending Status

Happy new year everyone Does anyone know if there is any reason to move tasks from pending status to

1/2/19

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