Path: Account->Open Items->Timeline Emails are able to be forwarded to alternate addresses.

Kuhlekt supports email receipting. When the receipt is received, the ‘Sent’ status changed to ‘Delivered’ or ‘Failed’.  This is a paid 3rd party option the free option states Sent only.

Path: Account->Open Items->Timeline The Activities section allows you to create and send an email to a customer directly from within Kuhlekt. Depending on your ‘Data permissions’, you can create, send, edit or delete an email. Click on ‘Create email’ to create an email. The email form is quite simple with…

Path: Account->Open Items->Timeline To export the entire account timeline, navigate to the account and click on timeline, choose from the left options to export all the activities or to select a particular activity.  The choose to export either open or all. Click export and a csv file will be downloaded…

Path: Account->Open Items->Timeline When using auto-close for a PTP, the selected outstanding open items are totaled to automatically fill in the ‘Amount promised’. There is also the option to setup a ‘Payment Arrangement’, which allows for the amount promised to be to paid in instalments. When you click on the…

Path: Account->Open Items->Timeline An open Phone/Note/PTP item can be automatically closed. The system allows you to select outstanding open items, and when these open items are no longer outstanding, then the Phone/Note/PTP item is automatically closed. While in create or edit mode, the ‘Auto close’ button appears when available. Clicking…