Send emails with 5 different methods
The majority of changes in this update concerns reports, but also includes new payment notifications and easy access to all email connectors.
The majority of changes in this update concerns reports, but also includes new payment notifications and easy access to all email connectors.
We now show in the settings all the different ways that emails can be send.
There are:
For almost every report, you can filter by Customers paused or not:
The 3 payment received in the past 30/60/90 days reports have been merged in a single report where the user can enter the date range they want:
This new report was a request from one of our clients. It contains the status of every Customer that is part of a Strategy (latest stage, next expected stage):
When a payment is done via the Kolleno Customer Portal, we create a Note to notify the user. From now, if there is more than one invoice in this payment, we display the breakdown of the total amount assigned to each invoice in the Note: