Configuring General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your global preferences. For example, if you want to move from the American to the more traditional date settings, the time zone which is going to influence not only your clocks for your calendar but also your reporting for the [card] updates, what calendar system you're on and the base currency. We don't have multi-currency as of it yet but this will allow you to invoice for pounds versus dollars for example.

Configuring General Settings

Configuring General Settings

In this video we'll go over the general configuration and…

Add New User

Add New User

Good afternoon, welcome to another session of How to Do…

Add New Activity

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of…

Add a New Task

Add a New Task

There are several different ways to create a task in…

Add a New Client

Add a New Client

I'm going to show you how to add a company.…

Configuring Request Settings

Configuring Request Settings

In Accelo you can create different request cues for all…

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