Kolleno

This article will look to define the To-do and Reminder lists, whilst also explaining the difference between the two.

To-do List vs Reminder

This article will provide instructions on how to look at completed tasks

Viewing completed actions

This article will look into the functionality of To-do and reminder lists

Assigning items from Actions list to users

This article will take you through how to set up, view and utilize the promise to pay feature in your Kolleno system.

Promise to Pay

Artificial Intelligence suggests the next best course of action for each customer, saving your time and maximizing your impact.

Kolleno AI Task Manager Suggestions

Assigning a colour per user to easily see their tasks

Assign a user a color

How to recover a previously completed task in Kolleno

Recovering a task in your Collector Tasks

Kolleno Support

Support

This collection looks into the actions dashboard and any related question

Tasks  & Reminders

This article will explain what classifies an unassigned communication and how to assign them to a specific customer.

Unassigned communications

This article will explain how to assign communication to a customer

How to assign communications?

How to delete all unassigned communications?

Can I retrieve deleted unassigned communications?

Get the original email file received in unassigned communications.

Download Unassigned Email

This article will look into how to leave a reminder for a specific invoice

Reminders

In this article, we will be looking at how to set triggers for reminders

Reminder Trigger

In this article, further description on the reminders tab settings button functionality

What the settings on reminders tab?

This article looks at reminder list actions and planned actions

Why does a reminder action appear when I planned one for later?

In this article, there is instruction on how to dismiss reminders in bulk

Is it possible to dismiss reminders in bulk?

This article will look into how to action a to-do or reminder list item

How to respond to a reminder or to-do list item?

Action List

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.