You can link two or more customers in Kolleno if they are related in some way.
Use case 1:
You have a main customer with one or multiple subsidiary customers. But you would like to only contact the main customer with information about all accounts
Steps:
Link customers all together (see tutorial on how to link customer here)
Add just the parent – with the main contact to the strategy
In templates – add in the linked tag i.e. All invoices Linked Table , or All Due Invoices Linked List
This will send a list or table to the parent – main contact with all linked invoice information
Use Case 2:
You have multiple customers that are all linked with multiple contacts that you would like to update on the status of all accounts
Steps:
Link customers all together (see tutorial on how to link customer here)
Add all linked customers to the strategy as they all have separate contacts
In templates – add in the linked tag i.e. All invoices Linked Table , or All Due Invoices Linked List
This will send a list or table of all linked invoices to all contacts in the linked groups
FAQ's:
What if they do not have a primary contact?
It will send the information to all contacts
Does one primary contact carry over as the primary of all linked customers?
No, Kolleno looks at the contacts of each customer separately
Can I setup a separate strategy for Linked Customers?
Yes, make sure to use the Linked tags in the template