Jean-Malo Le Dreff
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Activity overview
Latest activity by Jean-Malo Le Dreff-
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,
Test mode
You can use the test mode to see how the emails you send from Upflow appear and configure and optimize your organization before going live. How does the test mode work Once your data synchronizatio...
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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...