Kolleno has various filters across the dashboards. Filters are saved per user, not per the account in general.

In the following dashboards, the filters are persistent i.e. they will remain unchanged when you switch between customers or dashboards.

  • Customers dashboard

  • Invoices tab in a customer profile

  • Invoices dashboard

  • Actions dashboard both to-do list and reminder tabs

Filters are not persistent in the invoices tab in the actions board or in any of the “Assign Customers” modals.

If you have any questions, please contact our team at support@kolleno.com.

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