Kuhlekt

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…

Path: Account->Open Items->Timeline You can ‘Escalate’ a Phone/Note/PTP item, whereby you can assign it to a different user. The item will then be assigned to that user, and will appear on their dashboard and to-do lists, and not on yours. While in create or edit mode, the ‘Escalate’ button appears.…

Path: Account->Open Items->Timeline A Phone/Note/PTP item has a ‘Status’ of either ‘Open’ or ‘Closed’. By leaving an item ‘Open’, it will stay on your ‘To-do’ lists, which means that you will not forget to follow it up. A Phone/Note/PTP item has a ‘Type’ of either ‘Account’ or ‘Group’. An ‘Account’…

Path: Account->Open Items->Timeline The timeline records all activities in both the Kuhlekt platform and the client portal. The filters at left, under the heading provide to select a single activity to focus on, and to have open items only or see all activities. This section is a combined list of…