Configuration
Configure & setup the customer
8 articles
- Customer contactsLearn how to add, edit, and manage customer contacts in Kolleno.
- Contact positions & Contact primaryThis article will explain what it means to have a customer marked as the primary contact and how to change this setting.
- Linked CustomerLearn how to link customer accounts to manage shared invoices and communication.
- Assign contacts to an an invoiceSend emails to separate invoice contacts
- How to mark a contact as inactiveYou can find any inactive contacts in the Incorrect Contacts Report
- New version of the platformAlways click "Refresh now" when available
- Add Custom fields to your Kolleno CustomersCapture extra customer data using custom fields in multiple formats.
- Group Similar Contacts for a Simplified ViewOrganise contacts by email and position for a more efficient and readable layout.