Skip to main content

Customer Timeline

Learn how to track all customer interactions, invoices, payments, and communications in one place.

Kolleno Support avatar
Written by Kolleno Support
Updated over 2 weeks ago

The Customer Timeline provides a complete history of all interactions with a customer. This includes:

Email Statuses

  • Delivered: The email was successfully sent.

  • Read: The customer opened the email.

  • Automated: Indicates the message was part of an automated chasing workflow.

  • Inbound: Indicates that the customer has responded to a email.


SMS

  • Outbound SMS reminders display invoice references and message content.

  • Inbound SMS replies from customers are also logged in the timeline.


Phone Calls

  • Both Inbound and Outbound calls can be logged.

  • Call notes provide context (e.g., “Called customer in regards to invoice INV-776”).


Key Benefits

  • Get full visibility of all customer interactions.

  • Ensure communications are always linked to the right invoices, credit notes, or payments.

  • Track both Manual and Automated chasing activity in one place.

Did this answer your question?