Contact Management
"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 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 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 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 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 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 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 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
“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