Kolleno

Why is the filters’ setting different even though you did not change it?

How do filters work across the Kolleno platform?

Identify invoices send or not to your customers.

How to Find Invoices Not Yet Sent Out in Communication

Filter your users by looking at records linked to deactivates team members.

How to Filter by Deactivated Users

Use "is not T" for checkbox fields to match both F and empty — they behave differently in NetSuite.

Understanding "Empty" vs "F" in NetSuite Boolean Filters

Use this filter to find customers with no email or phone number saved in their profile.

How to Find Customers Missing Contact Details

Search Customer emails by subject or body using “Email Sent/Received Content” with the Contains operator.

Filter Customers by Email Sent and Email Received

Find customers with no emails or calls from your team within a specific date range.

Filter Customers by Last Company Communication Date Sent to Them

Track invoice due dates and overdue status.

How to Use “Days Due” and “Invoice Days Overdue” Filters in the Invoice Table

Guide to setting up and saving dynamic filters to control which invoices, credit notes, and payments customers see in the Customer Portal and Statements

Dynamic Filters for Customer Portal and Statements

Kolleno Support

All you need to know about filters in Kolleno 

Filters

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Find answers and get help from Intercom Support and Community Experts

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