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Ken RogersRising Star

asked in Ask a Peer

Anonymous

Faster contact bulk updating and registration for feature beta testing

A fast tracked way to add and update your contacts in bulk You now have the ability to fast track updates to your contacts in bulk and add contacts in bulk for free with a two-step process.To do so, navigate to Contacts via the main left menu. On the top right, select ‘Export/Import’ and select ‘Download Bulk Contact Update File’.This will download an Excel spreadsheet containing your contacts’ information, ready for you to make your updates (includes detailed instructions about how to use the spreadsheet).Once your updates are complete, navigate back to ‘Export/Import’ in Karbon and select ‘Upload Bulk Contact Update File’. A chatbot will instruct you to hand over your updated Excel file, and a Karbon team member will import your updated client data. A reminder about features in beta The growing Karbon product team is a hive of activity, working to provide you with strong and innovative features and updates to Karbon. To participate in the current and upcoming beta programs, you can

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12 days ago

Summer ThornBeginner

asked in Ask a Peer

Individual Tasks

Hello, New to Karbon. It is pretty intuitive thus far although I am wondering if there is a way to see the individual items due for each day in the kanban view? I can see when the full work item is due, which is 2 weeks from now, but I would like to be able to see the daily items. Is there a particular filter or view to achieve this? Thank you!

12 days ago

Leona HarrisonBeginner

asked in Ask a Peer

Karbon Client Work

Why is accessing the Work feature in client timeline “not working” at the momnet?

12 days ago

Mitch WaldsteinRising Star

asked in Community Feedback

Sorting email in triage

Dear Karbon, Can you please add functionality to “sort” emails in Triage? If you have this, where does it exist? This is different from the search feature you already have. Your search feature does not resolve my issue. Use case, I have a busy week and receive 1000 emails. I cant keep up with my email and need to look at it during downtime. 62 of those are related to a particular client. I have no way to “sort” conversations related to that client, attach them as a batch to a timeline, and clear them all together. At present, I have to open gmail in another window, sort them, and then hunt and peck one by one in Karbon to attach them where they need to go. It used to be much simpler in gmail or outlook. I could grab all related emails, throw them where they needed to go and move on with my life. No w my inbox is severely backed up because of how long it takes to manually sort my email in triage. How do we resolve this very basis request?

12 days ago

Michelle ReillyBeginner

asked in Community Feedback

File Size Limit - Client Uploads

Karbon has a 50 MB file size limit for uploads within a client task. Does anyone know of any workarounds for uploading files larger than 50 MB?

15 days ago

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.

15 days ago

Amelia FreemanKarbon Team

posted in Community Feedback

Bulk Updating Work Items From Template

Hi Karbon Community We are exploring how we can solve this feature idea - If this is something you would want to do, we have a question for you:Would you expect all work schedules off the template to be updated to match the template or would you want to pick particular schedules (e.g. by client)? Please let me know in the comments below. Thank you!

15 days ago

Amelia FreemanKarbon Team

Client Portal: Optional Two-Factor Authentication (2FA) and track and reset client accessBlog

Optional two-factor authentication (2FA) on loginAn extra layer of security is available for the client portal login with optional 2FA*. You can manage your clients' security settings in one place, at Settings > Client Portal > Security and Two-Factor. There are three options to choose from: Magic link + Login (Default): Clients can access the client portal using the magic link and their login credentials. Magic link only: Deactivates the portal login for your clients—they can only access their requests through the magic link. Magic link + Login 2FA: The highest level of security, requiring clients to enable 2FA. For the third option, clients will need to download an authenticator app to be able to access the client portal securely.Whichever option you select will be applied to all clients across your firm, and can be modified whenever necessary. Read more about two-factor authentication and supported authenticator apps. *Optional 2FA is only available for Business and Enterpris

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16 days ago

Shelly ComerBeginner

asked in Ask a Peer

Karbon Time

Is it possible to have 2 karbon timers running at the same time? I would love to know if I can run a timer to capture when I start working and when I end for the day (like a daily time clock).

17 days ago

Beth MillerBeginner

asked in Community Feedback

EOS (Entrepreneurial Operating System)

Currently implemented EOS (Entrepreneurial Operating System) into my firm. Reaching out to see if any community firm owners are using Karbon for EOS management? Has Karbon helped you to keep your goals/rocks/issues/to-dos tracked and monitor progress for you and your leadership team? Appreciate feedback.

17 days ago

Matthew GamboldBeginner

asked in Ask a Peer

Creating Work specific to me in Karbon

I’m brand new to Karbon so please forgive me if this question is a bit basic but I’m looking to embrace the system and live in at as much as I can! To that end I’m trying to replicate my to do list (currently on One-Note) in Karbon. The issues I have are:I can’t for the life of me work out how to create a recurring task. I know you can because I’ve seen the screen previously but whenever I try and set up a new piece of “work” it doesn’t seem to be an option. How do I create a piece of work that isn’t assigned to a client (as applies to most of my work given I’m the Founder / Commercial Director)? Again, when I try and create a new piece of “work” I can’t seem to do so until I have filled in the “Client” field.Any help would be much appreciated!Thank you in advance!

18 days ago

maxSr. Karbon Community Guide

posted in Karbon AI

Enhancing Karbon with AI: An Accounting Firm's Vision for the Future

Hello Karbon Community,As we continue to explore the potential of AI in enhancing our accounting firm, I’ve been considering how we could leverage AI not just within Karbon itself but also in how it interacts with external AI agents. Here are some thoughts on how AI could transform our use of Karbon to better serve our clients and streamline our workflows.1. Sentiment Analysis: By integrating AI-driven sentiment analysis, Karbon could automatically gauge the tone and urgency of client communications. This would allow us to prioritize responses and tailor our approach to each client’s emotional state.2. Contextual Email Drafting: AI could do a better job assisting in drafting emails based on the context within Karbon. By analyzing past interactions and ongoing projects, AI could suggest email drafts that are not only relevant but also timely, enhancing our communication efficiency.3. Highlighting Neglected Areas: Whether it’s a client that hasn’t been followed up with adequately, or an

18 days ago

Cynthia VinczeRising Star

asked in Ask a Peer

Creating a Quote for Clients

I’m reviewing the roadmap webinar for Q2 2023. I’m very interested in the Time & Budget and invoicing… but as we engage a client, we should be creating a quote…. Can you create a quote in Karbon????

18 days ago

Rachel PengKarbon Team

Shared Triage

Drive more collaboration, efficiency, and client satisfaction by managing shared emails in Karbon. This release also adds email reminders, Companies House integration enhancements and more.Collaborate on shared emails with Shared TriageStarting today, you can manage and collaborate with colleagues on shared email inboxes with Shared Triage in Karbon.With your personal and shared inboxes side-by-side, your email workflow will be even more efficient and your team will gain greater visibility to deliver exceptional client service. To see Shared Triage in action, register for a live demo webinar or take a video tour below. Set up a Shared TriageTo set up a Shared Triage, go to Settings > Shared Triage > Add Shared Triage and give it a name.Once a Shared Triage is created, you can connect any desired primary email inboxes to it and invite as many colleagues as needed to collaborate.There’s no limit to how many Shared Triages you create or the number of colleagues you want to invite to

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18 days ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Add and access organization address, phone number, and email address via API

When requesting an organization by key, I don’t see where the phone numbers, email addresses, and addresses are listed.I checked the docs and there’s no information about what I can “$expand”.Here’s what I see in Karbon:Here’s the request I made:url = "https://api.karbonhq.com/v3/Organizations/xxxxxxxxxx?$expand=Contacts"payload={}headers = { 'Accept': 'application/json', 'Authorization': 'Bearer xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'}response = requests.request("GET", url, headers=headers, data=payload)print(response.text)Here’s the resulting code form an API request:{ "@odata.context": "https://api.karbonhq.com/v3/$metadata#Organizations/KarbonService.OrganizationDTO(Contacts())/$entity", "@odata.type": "#KarbonService.OrganizationDTO", "OrganizationKey": "xxxxxxxxxx", "FullName": "test full name", "ClientOwner": null, "ClientManager": null, "ContactType": null, "UserDefinedIdentifier": null, "RestrictionLevel": "Public", "LastModifiedDateTime": "2023-02-04T1

18 days ago

Ben HutchessonBeginner

asked in Share Tips & Best Practices

Sent items appearing in triage

Hi Our team have starting having their sent emails appear in their triage. This means that when we email a client and then mark the email off our triage list it reappears with the email we sent. How can we fix this? thanks

18 days ago

Shane SchepensBeginner

asked in Ask a Peer

CC when Replying

In the past couple of days, whenever I reply, my email gets added to the “to” field. Therefore I get a copy of my own email. Does anyone have a fix for this? It takes extra seconds to either delete my name in the “to” field, or clear it from my inbox when it ends back in my triage. Thanks!

18 days ago

Cindy SchuttishBeginner

asked in Ask a Peer

Updating an existing recurring Task Name

When a recurring task is created can you update the name without the task rolling the updated name?example: 1040 - 2023 This recurring task will roll to 1040 - 2024. If you update the name add $$ at the end, will this task roll with the $$?example: 1040 - 2023 $$ Will this roll to 1040 - 2024 $$

18 days ago

Tasha HardingBeginner

asked in Ask a Peer

Spam Emails not in Outlook

I have noticed I have emails showing in my triage that are not showing in my outlook? I have check the spam/junk account and they don’t show there in outlook either.Any idea where these have come from and why they would show in Karbon triage?

18 days ago

Abhishek KumarBeginner

asked in Ask a Peer

Updating work with new templates

Is there any way to update existing work created from template when template is edited with new changes. When we update the template, the old work is not getting updated which creates confusion, ideally there should be a way to retrospectively update created work when a template is updated.

18 days ago

Abhishek KumarBeginner

asked in Ask a Peer

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

We created work from template which had automators to update status and assignee. Due to some changes , we created new templates. Now the old automators are causing confusions. Is there any setting/ option which we can enable to pause automators on some work type or for templates?We will need to do these on bulk so can’t turn off automators by going into each work item.

18 days ago

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