On Accelo mobile, you can see all the companies that you do work for, allowing you to see all related work per company.
Using this guide, you can:
View Clients/Companies
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Tap on the More tab on the bottom right corner of the screen
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Tap on Companies
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This will bring up a list of all Clients/Companies in your Accelo deployment. By default, Inactive companies are hidden.
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Filter your client/Company by Date Created or Standing.
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Search for a particular client/Company by searching the Company Title or ID.
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Use Custom lists to see companies based on saved filters
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View a Client/Company
The company screen allows you to see important company details such as the company overview, activities, contacts, and relevant objects.
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Access the company contact details
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Tap on the website button to view the company website
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Tap on the Call button to call the company's primary contact
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Tap on the Map to view the company’s address on the device’s Maps app.
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View the company overview
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Status = shows the current status of the company
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Created = shows the date the company was created on Accelo
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Primary Contact = shows the currently assigned primary contact of the company
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Division = shows the set division of the company.
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Edit the company summary
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Tap on the EDIT button to enter or edit the company contact
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Once done entering the summary, tap on SAVE to update the Company summary
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Editing the Company details is not yet supported.
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View company details and custom profile fields
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Editing custom profile fields is not yet supported
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View the company stream
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All timeline events related to the company are shown
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All activities such as messages, events, requests, sign-offs, and call logs.
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View affiliated contacts
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View company-related objects.
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Related objects against the company include:
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Sales
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Projects
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Tickets
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Retainers soon
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Requests soon
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Not yet supported:
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Editing a Client/Company
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Creating a Client/Company
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Deleting a Company