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

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New version of the platform

Kolleno Support

Support

Configuration

Website

YouTube

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