Clients tab

5 articles in this collection
Written by Nathalie Hallé, Jean-Malo, and Samantha Semuhin

How to mention a teammate in Upflow?

Use @mentions to get someone's attention and strengthen your collaboration across your organisation!

Written by Samantha Semuhin
Updated over a week ago

Customers & Tags

This article explains how customer tags work in Upflow

Written by Samantha Semuhin
Updated over a week ago

The outstanding amount at the client level does not correspond to the sum of invoices, why?

Written by Nathalie Hallé
Updated over a week ago

Where is the information regarding a client’s average payment time?

Written by Nathalie Hallé
Updated over a week ago

How to assign account managers and collection workflows to customers via CSV?

Assigning workflows and account managers to your customers via CSV

Written by Jean-Malo
Updated over a week ago