Communication
Instructions on how to initiate communication and the different communication types available on the platform
33 articles
General
Overview and general concepts for using Kolleno's communication features across all channels.
Overview
Introduction to Kolleno's communication system and how to send messages across different channels.
Unassigned communications
Manage, assign, download, and delete communications that haven't been automatically linked to a customer.
- Managing Unassigned CommunicationsUnassigned communications how to view, assign, or remove them as needed.
- How to Assign CommunicationsAssign an unassigned communication to a customer timeline for better tracking and organization.
- How to Delete All Unassigned CommunicationsEasily bulk delete all unassigned communications at once using the Delete All button.
- Can I retrieve deleted unassigned communications?
- Download Unassigned EmailGet the original email file received in unassigned communications.
Set up email accounts, manage email profiles, and troubleshoot email connection issues in Kolleno.
- Email failed to sendWhat happens if an email fails to send?
- What to do when I change email addresses in my Kolleno system?This article will go through how to forward emails from your old email address to the new email address you have connected to Kolleno
- Disconnecting Your Email AccountDisconnect your email account from Kolleno in just a few simple steps.
- Attaching ERP Files to Customer EmailsRetrieve and manually attach ERP files from storage when sending an email to a customer.
- Enable Child Invoice Email NotesAutomatically create notes on child customer timelines when parent-level emails reference child invoices.
Phone
Connect phone numbers, make calls, use automated attendants, and troubleshoot phone call issues.
- Phone calls and the automated attendantsHow to respond to automated attendants while making a call on the platform
- How to Verify a Phone Number in KollenoCheck if a phone number is valid, mobile, landline, or VoIP in Kolleno.
- Troubleshoot phone call issues: check browser audio settingsFix call issues via audio settings
SMS
Set up SMS communications and troubleshoot failed message deliveries.
Templates & Smart Fields
Use smart fields to personalize communications, display tags, and customize message templates.
- Using Smart Fields in written communicationSeveral different automatic prompts can be input to bring data directly from the system to save you from having to manually insert the data.
- Display All Tags on a Record in TemplatesShow tags assigned to customers, invoices, or other records directly in your templates.
Rich Text Editor
Unlock the power of the Kolleno Rich Text Editor for richer content.
- Introduction to the Kolleno Rich Text EditorOverview of the Kolleno Rich Text Editor’s purpose, features, and where it’s used in the platform.
- How to Edit The Rich Text EditorThis article will take you through how to edit the HTML for buttons in Kolleno
- What is a Rich Text Editor?A quick overview on what a Rich Text Editor is and how it can enhance your text based content experience.
- Kolleno Rich Text EditorTake a closer look at the Rich Text Editor used within Kolleno
- Format Text - Kolleno RTEHow to format text within the Kolleno Rich Text Editor
- Insert Link - Kolleno RTEHow to add a hyperlink to your content within the Kolleno Rich Text Editor
- Adding files and images - Kolleno RTEHow in insert and add files to your message in Kolleno Rich Text Editor
- Smart Fields - Kolleno RTEA closer look at how you can leverage Smart Fields to insert user specific information easily.
- Custom HTML - Kolleno RTEHow to import custom HTML into the Kolleno RTE
- Advanced use cases - Kolleno RTEMethods for bypassing certain styling rules and safeguards imposed by the Kolleno RTE
- Kolleno Rich Text Editor: Excel table supportLearn how to efficiently copy/paste your data from Excel into Kolleno.
- Using Custom Smart FieldsPersonalize emails with custom smart fields tailored to your business.
- Formatting Text in the Kolleno Rich Text EditorFormat and style text using the Kolleno RTE’s toolbar and shortcuts.
- Using the Customer Net Balance Smart FieldUse the customer net balance smart field across Kolleno emails and templates to display customer net balance.