Customer setup & configuration
Configure customer records, contacts, linked customers/groups, tags, custom fields, audit logs, and ERP shortcuts.
15 articles
- Title as Contact Position in Business CentralImport the titles of your contacts from Business Central to Kolleno.
- NetSuite Deep Link to the Customer recordDirectly access the customer record in NetSuite from Kolleno without the need for a search.
- Viewing Customer Audit LogsEasily track changes to key customer fields made by users, systems, ERP, or workflows.
- One-Time Bulk Assignment of Customers to Account OwnersKolleno can assist with a one-time assignment of customers to account owners (users) via CSV on request.
- Linked Customers Use CasesThis article will describe the use cases for the linked customers feature in Kolleno.
- How Kolleno Handles Customers with Multiple CurrenciesUnderstand how invoices in multiple currencies are displayed and consolidated in Kolleno.
- One-Time Bulk Update of Invoice Tags via CSVKolleno can assist with a one-time assignment of tags to invoices via CSV on request.
- Customer Configuration in KollenoLearn how to customize and manage individual customer settings in Kolleno.
- Understanding Timezones in KollenoKolleno handles different types of date and time fields and how timezone settings affect what you see.
- One-Time Bulk Upload Customer Groups CSVLink customers into hierarchical customer groups quickly by uploading a simple CSV file.
- Viewing and Exporting Audit LogsTrack and export a complete history of changes made to customer records.
- One-Time Bulk Update of Customer Tags via CSVKolleno can assist with a one-time assignment of tags to customers via CSV on request.
- One Time Bulk Import of Persons (Contacts) via CSVRequest a one-time bulk import to create person records in Kolleno using a properly formatted CSV file.
- View customer and record level audit logsHow audit logs track changes across customers, invoices, credit notes, and payments in one consolidated view.
- View the date and time a contact was addedSee the exact date and time when a contact was imported, displayed in your browser’s timezone.