Kolleno

This article will be looking at customer contact and all the features available on the platform.

Customer contacts

This article will explain what it means to have a customer marked as the primary contact and how to change this setting.

Contact positions & Contact primary

This article will explain the difference in customer engagement ratings shown on the system.

Customer Engagement Rating

This article will be looking at the link feature for customers and explain what it means.

Linked Customer

Assign contacts to an an invoice

You can find any inactive contacts in the Incorrect Contacts Report

How to mark a contact as inactive

Always click "Refresh now" when available

New version of the platform

Capture extra customer data using custom fields in multiple formats.

Add Custom fields to your Kolleno Customers

Kolleno Support

Support

Configuration

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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