Customer setup & configuration
Configure customer records, contacts, linked customers/groups, tags, custom fields, audit logs, and ERP shortcuts.
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.