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Customer Hub

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

Customer profile
Switching Customers for Chasing
Custom Note Reminders
Set a Credit Limit for a Customer
Title as Contact Position in Business Central
NetSuite Deep Link to the Customer record
Promise to Pay error message
Viewing Customer Audit Logs
Create a Promise to Pay
One-Time Bulk Assignment of Customers to Account Owners
How to Assign Tags to Emails
How to Identify Which Email Addresses Bounced
How to Manually Log a Phone Call
How is "Average Days Overdue" Calculated in Customer insights Kolleno
How is "Average Days to Pay" Calculated in Kolleno
Customer Strike Levels
Customer Filters
Linked Customers Use Cases
Promise to Pay (P2P) Tracking
Creating a Task from a Customer Profile