Contact Management

How to Upload or Save Files in Molo
"How do I upload files in Molo?"  "Can I save a copy of a file for the customer in Molo?"   Resolution Steps   Uploading Files i...
Mon, 1 Dec, 2025 at 3:54 PM
How to Set an Account Limit or Credit Limit for House Accounts
"How do I set an account limit or credit limit?" Resolution Steps   On the left menu, click Contacts & Vessels > Contacts. Select...
Mon, 1 Dec, 2025 at 4:01 PM
How to Create a Contact
"How do I create a new customer in Molo?" "How do I add a customer in Molo?" Resolution Steps On the upper-right corner, click Ne...
Mon, 1 Dec, 2025 at 10:44 PM
How To Check the History of a Reservation or Customer Account
"How can I check the history of a reservation, what happened, or an account?" Resolution Steps For Reservations: Go to Spaces > Rese...
Tue, 2 Dec, 2025 at 10:59 PM
How to Merge Contacts
 "How do I merge duplicate contacts?"  "How do I merge X contact and X contact together?" Resolution Steps  Verify which contact i...
Thu, 4 Dec, 2025 at 8:14 PM
How to Edit, Delete, and Create Tags
"How do I edit and delete tags? I also want to know how to update tag colors and create new tags." Resolution Steps Go to Admin Settings. Ge...
Mon, 8 Dec, 2025 at 9:00 AM
How to Add a Payment Method to a Contact
"How do I add a credit card to someone's account?" Where do I add payment methods for customers?" Resolution Steps Go to Contact...
Tue, 9 Dec, 2025 at 9:17 AM
How to Email an Invoice to a Contact
"How can I email and invoice to be paid online?" "What are the steps to email customers an invoice to pay online?" Resolution Steps...
Tue, 9 Dec, 2025 at 9:45 AM
How To Restore a Deleted or Inactive Contact in Molo
“I accidentally deleted a contact in Molo. How can I make it active again?” "I have a customer who was marked inactive but is back now. How do I make...
Tue, 9 Dec, 2025 at 10:47 AM