Sending communication with Kolleno is a simple, efficient, and smooth experience – no more searching for invoice copies or trawling through previous emails for relevant contact details.

All the communication history for a customer is stored in the customer timeline.

To initiate contact from a customer level go into Customers ➡️ Customer name ➡️ Click “Contact” ➡️ Select communication option

To respond to a communication from the Actions board (To-Fo List or Reminders) ➡️ Select communication ➡️ click Respond now

Did this answer your question?