Nolwenn Launay
- Total activity 117
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 8
Activity overview
Latest activity by Nolwenn Launay-
Nolwenn Launay created an article,
Customer portal
Whenever a new Customer is imported on your organization, Upflow automatically generates a "customer portal" link you can use as the main interface for interacting together on collections & payment...
-
Nolwenn Launay created an article,
Manage your customers replies in Upflow
We know the sooner you hear from and respond to your customers regarding cash collection, the better. This is why Upflow offers a centralized inbox experience, allowing you to manage incoming and o...
-
Nolwenn Launay created an article,
Aliases
The alias feature allows you to use specific email addresses to offer a fully white-labeled portal experience to your customers. Managing your alias Creating an alias To create an alias, head ove...
-
Nolwenn Launay created an article,
Action emails not delivered
In your Analytics list view, access your Team Activity saved view: Scroll down to the "Action email not delivered" widget to see how many emails failed for each month. Understand the data Cli...
-
Nolwenn Launay created an article,
Smart rules
Automate your manual tasks via the smart rules. This event based engine allows you to trigger rules based on certain events, conditions and to execute actions. The rules only apply at the customer ...
-
Nolwenn Launay created an article,
Upflow - Data Protection Addendum (DPA)
The latest version of Upflow's DPA is available for download here: Download the Upflow DPA.
-
Nolwenn Launay created an article,
Formatting and custom data in your collection messages
Personalize your written reminders. Spruce them up with some HTML, and add your customers’ data and references to the ongoing collection—all that without losing time on double-checking. ❗This feat...
-
Nolwenn Launay created an article,
How do I export all my invoices data from Upflow?
Your data on Upflow belongs to you! Anything you see on Upflow can be exported. You can click on the "Export" button next to the search bar in the upper right hand corner to download all the info...
-
Nolwenn Launay created an article,
How does Upflow calculate your DSO?
Your operations come at a cost—monitor your DSO (Daily Sales Outstanding) to ensure they’re not put at risk by low liquidity. This metric indicates the average number of days needed to collect you...
-
Nolwenn Launay created an article,
How do I dismiss an action planned for today?
Would you like to dismiss an action that was planned for today and do it later? In the Actions tab, click on the "Pause" button and indicate the date at which you would like to have it planned. ...