You can copy a link to one note, sent email or received email on a customer timeline. When a colleague opens the link, Kolleno opens that note or email in a window on the customer's page.
Copy a link from the timeline
Open the customer and go to the timeline.
Find the note or email.
Click the ⋯ menu on the right of the item.
Click Copy link. The message "Link copied." shows.
Paste the link into a chat, an email or a task.
Copy a link from an open email
If you clicked Expand to read an email, click Copy link at the top of the email window. It copies the same link as the menu.
Common questions
Who can open the link?
Users of your Kolleno company who have access to that customer.
I see an email of a related customer on this timeline. Which customer does the link open?
The link opens the customer that owns the note or email, not the customer whose timeline you are on.
Why do I not see Copy link on a note?
Users with the Viewer role do not have the ⋯ menu on notes. They can copy a link to an email only.