Include all of your third party contacts who are involved in your client’s work, such as a lawyer or a consultant for a client, on their Accelo updates.
Using this guide, you can:
What are Contributors?
If you have any contacts or third party companies that have some stake or involvement with a job or a company, you can easily keep them in the loop by including them as Contributors. Many of our clients require a professional be kept updated, such as the use of a consultant, industry professional, or an attorney.
Contributors are any third party company or contact you want to be kept up to speed with the work for a certain project or issue on your account. For example, if you are working on a Project for Client A, and they indicate that they will be using a consultant from Client B to perform external auditing of your work, then you would potentially be liaising with this consultant at Client B on Client A’s Project. By creating a Contributor for Client B, you can show that a contact from Client A is contributing to a job for Client B.
To add this Contributor to emails and updates, you can either link that third party up-front as a Contributor, or using Contributor Quick Add.
Add Contributors to your Sales, Projects and Issues
Contributors are supported on Sales, Projects, and Issues.
To link a Contributor to a Sale, Project or Issue
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Whilst viewing a Sale, Project, or Issue, click +Add Contributors on the Project Details section
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A pop-up window will appear showing all previously added Contributors. Click Add Contributor.
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This will review a Search Bar for you to search your sales for Contacts to add as a Contributor.
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Select their Type, which you may have already set up.
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Add the contact Description, which is to keep track of their role as a Contributor for this module.
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Choose whether or not you want them to be Auto-CC’d on correspondence in the module.
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And lastly, hit Save, and they’ll be successfully added a contributor the system.
To add a Contributor with “Contributor Quick Add"
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Access this feature from any Activity creation screen by clicking on the Email tab (or by clicking the "Send Email," under the "New Activity" navigation heading on most screens).
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Once you're looking at the screen for sending a new email, you'll see a link in the top right, next to the "To" box, which will allow you to find and link a completely unrelated contact, in your Accelo client database, to be part of this email.
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This will review a Search Bar for you to search your sales for Contacts to add as a Contributor.
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Select their Type, which you may have already set up.
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Add the contact Description, which is to keep track of their role as a Contributor for this module.
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Choose whether or not you want them to be Auto-CC’d on correspondence in the module.
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And lastly, hit Save, and they’ll be successfully added a contributor the system.