Kolleno

This article will look at what the customer profile depicts and how to access it.

Customer profile

This article will look into what it means to switch a customer off/on for chasing

Customer Chasing

Can I schedule when to chase on defaulted payments?

Custom Reminders & Strikes

Define credit limits for your customers so you know what is the maximum open balance they can have.

Set a Credit Limit for a Customer

Import the titles of your contacts from Business Central to Kolleno.

Title as Contact Position in Business Central

Directly access the customer record in NetSuite from Kolleno without the need for a search.

NetSuite Deep Link to the Customer record

Receiving a red error at the bottom of the screen requesting you contact support

Promise to Pay error message

Easily track changes to key customer fields made by users, systems, ERP, or workflows.

Viewing Customer Audit Logs

Easily record a Promise to Pay on invoices to stay on top of overdue payments and improve cash flow.

Create a Promise to Pay

Kolleno can assist with a one-time assignment of customers to account owners (users) via CSV on request.

One-Time Bulk Assignment of Customers to Account Owners

Easily tag emails to organise communication by topic, customer type, or priority.

How to Assign Tags to Emails

Hover over the “Bounced” label to see which email address failed to deliver.

How to Identify Which Email Addresses Bounced

Log phone calls made outside Kolleno and keep your timeline complete.

How to Manually Log a Phone Call

Kolleno Support

Looking into the Customer Dashboard, Customer profile and the features available

Customer Hub

This article will be looking at customer contact and all the features available on the platform.

Customer contacts

This article will explain what it means to have a customer marked as the primary contact and how to change this setting.

Contact positions & Contact primary

This article will explain the difference in customer engagement ratings shown on the system.

Customer Engagement Rating

This article will be looking at the link feature for customers and explain what it means.

Linked Customer

Assign contacts to an an invoice

You can find any inactive contacts in the Incorrect Contacts Report

How to mark a contact as inactive

Always click "Refresh now" when available

New version of the platform

Capture extra customer data using custom fields in multiple formats.

Add Custom fields to your Kolleno Customers

Organise contacts by email and position for a more efficient and readable layout.

Group Similar Contacts for a Simplified View

Configuration

This article will explain how to review your customer timeline and make sure that there are attachments on your emails.

What is the difference between Invoice and attachment on the timeline?

This article will be looking at the customer timeline & all the features available there

Customer Timeline

How to export customer timeline?

Reassigning timeline events allows you to move an email or SMS correspondence to another client in seconds.

Reassign timeline events

Decide who is the ultimate parent of a Customer Group, useful for your workflows.

Set the Parent of a Customer Group

Timeline

How are the average payment days calculated?

This article will go through the steps to create an export and download the customer page in your Kolleno system.

How to create an export of your customers' page?

this article looks at filtering and exporting data in the customer dashboard

Data filters in customer dashboard

In this article, we will be sharing with you some of the functions available in the customer dashboard.

Customer Dashboard

With one click, you can download or send the statement of account

Where to find your customer's statement of account

Draft emails

Weighted average of days late, giving more impact to larger invoices.

How is "Average Days Late (Weighted)" Calculated in Kolleno?

You can pause a Customer Group without affecting the Customers. Useful for Customer Group Workflows.

How to Pause Chasing for a Customer Group

Pause chasing or manage credit limits for customer groups directly from the Customers list.

Customer Group Credit Limit and View Credit Utilization

All Customers Tab

Easily upload and manage customer files in Kolleno, with tags, invoice links, and visibility control.

Files Storage Overview and Files Types

Clicking the invoice value opens the table to filter and link invoices directly to the file.

Linking an Invoice to a File

Sync file fields from NetSuite to Kolleno. Setup required—contact Support to enable.

Files from ERP (NetSuite)

Deleted files go to the Bin for 30 days. You can restore or permanently delete them during this time.

File Bin: Temporary File Storage

View and download additional files linked to an invoice directly from the download button dropdown.

Viewing Uploaded Files from the Invoice Table

Customers can view invoice files or open the Files tab for documents linked to their profile.

Viewing Files in the Customer Portal

Attach invoice or customer files (from storage) in workflows using tags and toggle options in the Automation template.

Automatically Attach Files in Workflow Communications

Attach stored files to emails via the paperclip icon. Only files marked visible to customer are sent.

Attaching Files from Storage in Emails

Upload and share files with your customers or internally

Files Storage

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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