Product updates

New Filters + attach Files to Notes

Many new filters available throughout the Platform, as well as the ability to attach files to your notes.

Ron Danenberg
Ron Danenberg
CTO at Kolleno
datepicker icon August 29, 2022

New Filters

I’m glad to let you know a bunch of new filters are now available:

(1) You can filter customers by any range of balance total/due/overdue:

(2) Filter by contact names belonging to a Customer. For example, if you remember ‘John Doe’ you can find out which customer he works for.

(3) Customer Portfolios: multi-select + filter by customers unassigned to any portfolios.

(4) Strategies: multi-select + filter by customers unassigned to any strategies.

(5) Strikes: multi-select which strike level a customer is part of:

(6) All these filters are also available when selecting customers to strategies and portfolios.

(7) On the Invoices screen, there is now a “Balance remaining” filter:

Attach files to Notes

Ron Danenberg
Ron Danenberg
author linkedin
CTO at Kolleno