Configuration
Configure & setup the customer
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.
Customer Engagement RatingThis article will explain the difference in customer engagement ratings shown on the system.
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.