Replies posted by drich208

57 Replies

Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team

Merge contacts, Client Team custom fields, UK card payments + more

Hey @drich208 in case you missed it, merging contacts is available again. 😊 Fantastic!  Thanks for the heads up.

10029
drich208
Superstar
9 days ago
Jana
Rising Star
JanaRising Star
asked in Ask a Peer

Text messaging in Karbon

@drich208 how do you text from Karbon using google voice? You can compose an email using the same email sequence Google uses to show texts as an email. Not perfect, but here’s an example: 1208450[xxxx].1208559[xxxx].XbHkJ7WPdn@txt.voice.google.com the first number is the sender(my work phone,last 4 numbers removed) the second number is the recipient(my mobile, last 4 numbers removed) the third is some type of code(a recipient ID?).  this is the email address that Google creates when a text is first received by my Google Voice number I can compose an email using this email address, without it being a reply ALSO -- If you save this email under a contact as an additional email address -OR- as a separate contact with this email as the primary email, then attach the contact to the organization you’ll be able to email directly from it AND have it attach directly to the client timeline.   @dcurran  I forgot to mention…the text will be the body of your email.  Neither the su

18
drich208
Superstar
15 days ago
Jana
Rising Star
JanaRising Star
asked in Ask a Peer

Text messaging in Karbon

@drich208 how do you text from Karbon using google voice? You can compose an email using the same email sequence Google uses to show texts as an email.Not perfect, but here’s an example:1208450[xxxx].1208559[xxxx].XbHkJ7WPdn@txt.voice.google.comthe first number is the sender(my work phone,last 4 numbers removed) the second number is the recipient(my mobile, last 4 numbers removed) the third is some type of code(a recipient ID?).  this is the email address that Google creates when a text is first received by my Google Voice number I can compose an email using this email address, without it being a replyALSO -- If you save this email under a contact as an additional email address -OR- as a separate contact with this email as the primary email, then attach the contact to the organization you’ll be able to email directly from it AND have it attach directly to the client timeline.

18
drich208
Superstar
15 days ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Product Roadmap Quarterly Webinar, April 2024

Was traveling so wasn’t able to attend live but here are a few favorites:Brand tone for the AI summary -- @max and I both have been active proponents of consistency across company communication, this is a nice touch.  ALSO, please add brand font/style with emails sent from Karbon 😁(I know, always something) Bulk work assignment -- can’t emphasize this enough, so important when turning work over within team member role changes or new hires Fixed Fee Realisation-- yes please!!  ready for this one.Shared triage is great, but what I’m REALLY excited for is the eventual release of “delegate triage” at some point so an EA or team member can see our individual triage and manage it on our behalf...especially while someone is out of the office.  Each quarter the Karbon team reinforces why we’ve chosen to build our company’s ops systems here.Thanks to @Lachlan Macindoe  @Sara Goepel @Amelia Freeman @StuartK @Cleo Iggy @Dave George  and your teams for your hard work!

43119
Terri W
Rising Star
2 days ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Product Roadmap Quarterly Webinar, April 2024

Excited for the direction Karbon is taking. I like the format of reporting out on the commitments from the last webinar to this one. I’m not sure if that’s been the standard practice, but it's the first time I noticed it. 😉 Yes!  Love the accountability of reporting on what’s happened, such an important part of true customer-centric product development.  So happy to see the new adds to the roadmap.  

43119
Terri W
Rising Star
2 days ago
Scott Wadman
Beginner
Scott WadmanBeginner
asked in Share Tips & Best Practices

Form to gather new client information

Thank you all for your input.  We have worked a bit more with the Microsoft Forms.  We figured out a way to add it to an email template.  This email template is included in our onboarding template.  We will see how this works.  Thanks again.   Hey @Scott Wadman , any updates on how the new setup is working?  We’re always trying to tweak our process for smooth onboarding.  Thanks!

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drich208
Superstar
22 days ago
Abhishek Kumar
Beginner
Abhishek KumarBeginner
asked in Ask a Peer

Is there a way to turn off all automators on work items

Hi @Abhishek Kumar , welcome to the community!  To my knowledge there isn’t a way to bulk edit the templates to pause or remove automators.  That might be something your Karbon CSM can help do on the back end.  There are a number of things they can do en masse that we can’t do on the front end.  Perhaps reaching out to ask them could be a good step.  Maybe another one of our awesome community members has a better answer though?

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max
Sr. Karbon Community Guide
18 days ago
S
Beginner
Stephen RoosBeginner
asked in Ask a Peer

RingCentral and outbound text integration

I could probably do this but a contact sync would need to be built first.  A couple of caveats: it would be fairly noisy depending on volume as the nature of texts are they don’t thread and it would need to be containerized into a standard object (eg assigned note, email). Interesting!  With Google Voice, our team can reply to a text within Triage and it will thread the text conversation but maybe that’s rare?

6
Automation n Stuff
Rising Star
24 days ago
Angelica Choppin
Beginner
Angelica ChoppinBeginner
asked in Community Feedback

PDF's hidden in emails

@naomi_paulson  That’s weird!  Sorry we couldn’t solve that one.

4
drich208
Superstar
24 days ago
Angelica Choppin
Beginner
Angelica ChoppinBeginner
asked in Community Feedback

PDF's hidden in emails

Hi @Angelica Choppin !  Yep, same issue here.  When sending the email from the ‘Create New Email’ dropdown, the window seemed to have gotten smaller)or the menu options got bigger) so you have to close down or hide the menu by clicking on the menu carrot.  Annoying, but it seems to be solving.  FYI - if you send the email from the ‘Draft’ screen under Triage, it’s a full window and doesn’t have this issue. 😁

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drich208
Superstar
24 days ago
T
Beginner
Theresa MorleyBeginner
asked in Ask a Peer

Email Attachments

Welcome @Theresa Morley !  I just tested this and noticed the text/font menu was blocking my attachment, but once I clicked the menu carrot to hide it, I could see the attachment.  Maybe you’re describing a different issue altogether though?  Sounds like a support fix is needed.

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drich208
Superstar
24 days ago
M
Beginner
Michael MazeyBeginner
asked in Ask a Peer

Group Email Clients

Same.  Although my understanding is that doing so increases the risk that individual emails coming from the Karbon servers will end up in spam as well.  I think that’s why Karbon has been hesitant to add group email distribution.  Buuut, that doesn’t mean I don’t want them to try 😄

4
drich208
Superstar
24 days ago
S
Beginner
Stephen RoosBeginner
asked in Ask a Peer

RingCentral and outbound text integration

@Stephen Roos  It’s been while since I used RingCentral, but when sending texts I believe there is a setting that allows for a bcc or a “send me a copy of this message” function?  If so, you can essentially make yourself a recipient on each message. Thoughts?

6
Automation n Stuff
Rising Star
24 days ago
S
Newcomer
Stacey BarkerNewcomer
asked in Share Tips & Best Practices

My Week - To plan

Hi @Stacey Barker !  If I understand the question, you’re wondering why so many tasks end up in ‘To Plan’ and not drop right into ‘This Week’ or ‘Next Week’, correct?One thing we changed in all of our repeating works is in the ‘Creation’ section at the bottom of the repeating work settings: You’ll want to make sure each repeating work is set up with one of the 2 dropdown options… This has been really helpful for our team to better adopt the ‘My Week’ setup.Outside of that, you have to drag/drop from ‘To Plan’...unless someone else knows a better way(which for me is usually a yes!).Hope that helps!

2
drich208
Superstar
24 days ago
H
Beginner
Hugh CrichtonBeginner
asked in Ask a Peer

Email Delegation

Hi @Hugh Crichton, It’s not possible at present 🙁 The workarounds are: Have them log into Karbon as you. Setup your current email address as a Shared Triage (that both they and you can access and send emails from). Any replies would go to the Shared Triage. You would need to setup a new email address for you to login to Karbon with. Not ideal. Vote for these if you haven’t already:   The “Delegate Triage” feature is what solves this.  Gmail(as I’m certain Office365 has as well) allows for delegate access to your email, say for an executive assistant, to reply to an email as themself OR as  you.  The shared triage feature is like a half-way point, but it’s not delegate access.  We’ve been asking for this for a long time(see the link in @SamG ‘s post...it began 2 years ago).

3
drich208
Superstar
24 days ago
Rachel Peng
Karbon Team
Rachel PengKarbon Team

Shared Triage

It’s here!  Who knew Christmas could come this early. 

213930
SamG
Sr. Karbon Community Guide
18 days ago
Jana
Rising Star
JanaRising Star
asked in Ask a Peer

Text messaging in Karbon

Does anyone have a solution to add text messaging into Karbon?  We would like to see client texts sent to our phones come into the triage just like email and be able to respond via Karbon.  @max  As you know by now we use Google Workspace and with Google Voice we can text directly from Karbon.  Also, when the client texts us, we receive an email which then gets tagged to the client timeline so all communication be it text or email gets added automatically to the client timeline.  Ours is similar to what @Heather Lancaster  is referencing with AT&T, but with a Google Voice line. @Jana  is that kind of what you are asking for? BONUS TIP:  We also have forward filters to centralize 2FA codes when accessing client banking websites.  I don’t want our team getting those codes to their phone lines in the event of employee turnover, so I have them all sent to my line.  All codes get sent to 1 phone line(my line) and I have forwarding set up to a group email that all bookkeepers have acces

18
drich208
Superstar
15 days ago
A
Beginner
Alda ButlerBeginner
asked in Ask a Peer

Adding 1 Gmail to Karbon

Oh, that’s awesome.  I believe that is also true of Gmail if the email address is associated with the client/organization directly.

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Rebecca Williams
Sr. Karbon Community Guide
1 month ago
A
Beginner
Alda ButlerBeginner
asked in Ask a Peer

Adding 1 Gmail to Karbon

I did not go into Karbon to send the email, I sent it from Gmail. However, when I go to my Triage, it is not there. How do I add it to the client’s Karbon timeline? Thanks Hi @Alda Butler ! Welcome to the community!  Have you checked your “sent” folder in Triage?  If it doesn’t show up there, it might not have sent 😊, also you could search for the recipient’s email under the “search” function and then tag the email to the client timeline.  But I would in most cases recommend sending it directly from Karbon and tagging it from the beginning to save the runaround later(or at least that’s what my team tells me each time I send an email directly from Gmail 🤣)

7
Rebecca Williams
Sr. Karbon Community Guide
1 month ago
A
Beginner
Alberto E. CoverBeginner
asked in Ask a Peer

Entity Formation Template

@max  @Heather Lancaster  Here we go! 

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max
Sr. Karbon Community Guide
1 month ago
Beth Miller
Beginner
Beth MillerBeginner
asked in Community Feedback

EOS (Entrepreneurial Operating System)

You can also embed the Google Sheet link in the Karbon work for easy access leading up to the L10. Also, just for funsies, you can add a Countdown timer to the Google Sheet to keep the meeting on track 😄=minute(A2-now())       Use this formula if A2 is the time and date of the meeting end timeThen go to File>Settings>Calculation and change the sheet to “On change and every minute”Then add a Gauge Chart and create a look. The timer will update every minute while the sheet is open.Here’s a snapshot of the timer… 

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J
Rising Star
17 days ago
Beth Miller
Beginner
Beth MillerBeginner
asked in Community Feedback

EOS (Entrepreneurial Operating System)

Also following this to see what feedback comes in.  @Beth Miller  Does that mean you’re not using the traction tools site during your L10’s?  Or just looking for a clear path to implement/track the to-do’s within Karbon?

12
J
Rising Star
17 days ago
M
Beginner
Matt272Beginner
asked in Ask a Peer

Folders/Grouping in My Week

Perfect, thanks!

6
M
Beginner
1 month ago
M
Beginner
Matt272Beginner
asked in Ask a Peer

Folders/Grouping in My Week

@Rebecca Williams  Will you link your feature request?  I’ll upvote it as well!

6
M
Beginner
1 month ago
Rachel Peng
Karbon Team
Rachel PengKarbon Team

Manage work by external deadlines

@Rachel Peng Is it frustrating at all to have something awesome roll out and then have the community go “wow! Super cool!  Ya know what else would be cool is...”  😄So ya know what else would be cool is some type of push notification via triage as the deadline approaches.  You could toggle it on/off in certain scenarios, but this could be a quiet way to keep some attention on the task’s on-time completion.

10198
drich208
Superstar
1 month ago

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