Jean-Malo Le Dreff
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Activity overview
Latest activity by Jean-Malo Le Dreff-
Jean-Malo Le Dreff created an article,
Customize your customers' portal URL
To offer a fully white-labeled experience to your customers, you can customize the portal URL so it matches your domain. Instead of "https://app.upflow.io/customers/xxxxx," it could be "https://you...
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Jean-Malo Le Dreff created an article,
Unapplied amount display on the portal
Unapplied amounts For each customer, if a payment, a refund or a credit note is not applied to another entity, it will be considered unapplied. You can see them from your dashboard and drill down t...
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Jean-Malo Le Dreff created an article,
How to import collection emails in Salesforce?
Import your collection emails automatically into Salesforce so the commercial team knows the customer's financial situation. How does it work? We rely on the email to salesforce feature to import t...