• Customizing priority product areas in Accelo
• Shortcuts & hot keys to save you time
• Tips to find your work faster
• And a bunch of other useful timesaving tricks
Presenter: Corin Vallee (Professional Services Manager)
Host: Siobhan Collie (Professional Services Specialist)
• Customize the look of the Client Portal
• Invite and…
• Customize Invoice Template styling and Custom Fields
• Show Work…
This has been a year where most businesses have been…
• Take advantage of Auto-Scheduled Time
• Understand the Booking Tool
•…
• Email Capture Rules and Integration Settings
• Request Inbox…
