Customer portfolios
How to restrict users to only see information about the customers in the portfolio they are assigned to?This article will go through the steps to assign customers to users and restrict their visibility to only these customers.
Customer Portfolio Overview
What will be displayed if you restrict users to only see the portfolios they are part of?This article will go through what is displayed if you restrict users to only see the customers int he portfolios they are assigned to.
Filtering and Assigning Users to PortfoliosHow to filter and what screen to assign users to customer portfolios
Bulk assign/unassign customers from a PortfolioHow to quickly and easily bulk manage customers
One-Time Bulk Import of Customers into PortfoliosKolleno can assist with a one-time import of customers into portfolios via CSV on request.
Export the List of Customers in a PortfolioLearn how to export a list of customers from a specific portfolio in Kolleno into Excel.