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

Kolleno Support

Support

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

Customers Dashboard

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

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

Website

YouTube

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