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Communication

Instructions on how to initiate communication and the different communication types available on the platform

Sending CommunicationsSend SMS, emails, or make phone calls directly from Kolleno.
Phone calls and the automated attendantsHow to respond to automated attendants while making a call on the platform
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.
Spell checkI cannot see any spell check tool on the platform
SMS Failed to sendWhat happens if an SMS fails to send?
Email failed to sendWhat happens if an email fails to send?
How to Verify a Phone Number in KollenoCheck if a phone number is valid, mobile, landline, or VoIP in Kolleno.
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.
Troubleshoot phone call issues: check browser audio settingsFix call issues via audio settings
How to Edit The Rich Text EditorThis article will take you through how to edit the HTML for buttons in Kolleno
Attaching ERP Files to Customer EmailsRetrieve and manually attach ERP files from storage when sending an email to a customer.
Display All Tags on a Record in TemplatesShow tags assigned to customers, invoices, or other records directly in your templates.
Enable Child Invoice Email NotesAutomatically create notes on child customer timelines when parent-level emails reference child invoices.
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.
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.