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

Can I schedule when to chase on defaulted payments?

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

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

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

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

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

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

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

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

You can find any inactive contacts in the Incorrect Contacts Report

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

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

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

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

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

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