Kolleno

This article will explain how to review your customer timeline and make sure that there are attachments on your emails.

What is the difference between Invoice and attachment on the timeline?

This article will be looking at the customer timeline & all the features available there

Customer Timeline

How to export customer timeline?

Reassigning timeline events allows you to move an email or SMS correspondence to another client in seconds.

Reassign timeline events

Decide who is the ultimate parent of a Customer Group, useful for your workflows.

Set the Parent of a Customer Group

Kolleno Support

Timeline

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YouTube

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