Sometimes the contact details you have on file may change, or you may need to add another person to help approve invoices faster. Kolleno allows you to:
Add new contacts.
Mark existing contacts as inactive.
Set a primary contact.
Manage contact positions.
This ensures your communication is always reaching the right person.
How to Access Customer Contacts
Select the customer you want to update.
Go to the Customer Profile.
Click Configuration → Customer Contacts.
Here, you can:
Add a new contact.
Manage contact positions.
View and edit existing contacts.
How to Add a New Contact
Click the Add contact button.
Fill in the details, including name, email, role, and notes.
(Optional) Add a phone number. Kolleno will verify it automatically.
Click Save contact.
How to Edit an Existing Contact
To edit or manage an existing contact:
Click the ellipsis (…) next to the contact.
Choose from the available actions:
Edit – Update details.
Duplicate contact – Create a copy for faster setup.
Mark as primary – Highlight this as the main contact for communication.
Mark as inactive – Keep the record but disable them from active use.
Delete – Remove the contact entirely.
Learn more about Contact Roles and Positions here