Unanswered Questions

715 Discussions

naomi_paulson
Rising Star
naomi_paulsonRising Star
asked in Ask a Peer

Consolidating Client Comments into One Email?

I hope your Monday is off to a smoother start than mine! Since integrating Karbon into our workflow processes, we've encountered a question regarding templates/checklists that I'd like to discuss with the community.Specifically, we've noticed that every time a client responds to a checklist item, we receive a separate email notification. While this ensures we promptly address client updates, it can sometimes feel overwhelming, especially on busy mornings like today. For instance, last Friday, I sent out several Client checklists. When I opened my Triage this morning, I was immediately overwhelmed by numerous comments across multiple checklists.We're wondering if there's a way to consolidate these client responses into a single email, rather than receiving multiple emails for each individual response. This would significantly streamline our communication process, reduce clutter in our Triage, and help us maintain organization. Currently, I am in the process of sifting through all the em

0
naomi_paulson
Rising Star
15 minutes ago
Mitch Waldstein
Rising Star
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?

4
M
Beginner
3 hours ago
Summer Thorn
Beginner
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!

3
max
Sr. Karbon Community Guide
2 days ago
M
Beginner
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? 

1
naomi_paulson
Rising Star
2 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.

18
drich208
Superstar
3 days ago
S
Beginner
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).

2
SamG
Sr. Karbon Community Guide
4 days ago
Beth Miller
Beginner
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.  

12
J
Rising Star
5 days ago
M
Beginner
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!

4
M
Beginner
5 days ago
Cynthia Vincze
Rising Star
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????

4
Sally Freeman
Beginner
5 days ago
B
Beginner
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

1
max
Sr. Karbon Community Guide
5 days ago
S
Beginner
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!

4
Jason Temple
Beginner
6 days ago
C
Beginner
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 $$     Will this roll to 1040 - 2024 $$   

1
max
Sr. Karbon Community Guide
6 days ago
Abhishek Kumar
Beginner
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.

2
max
Sr. Karbon Community Guide
6 days ago
Abhishek Kumar
Beginner
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.

2
max
Sr. Karbon Community Guide
6 days ago
S
Rising Star
Shaun FarrugiaRising Star
asked in Ask a Peer

Auto-Sharing - Colleagues on vacation/leave - Work arounds?

tl;dr - If auto-sharing of email is on, does Karbon handle this in the background even if the user isn’t logging in? Scenario - trying to work around not being able to ‘share’ colleagues triages/inboxes through KarbonWe currently have a colleague on leave.As a work around to not being to access their triage we have set in the back end of our email system to deliver anything addressed from colleague@ to assist@ (our shared triage)The idea behind this was that we’d be able to add job timelines on emails that come in and keep jobs moving while the colleague is away.The issue we are having here is the emails arrive in assist@ but show TO as the colleague and Karbon is treating this like a BCC. So obviously our work around doesn’t work which has lead me to thinking of it another way. We can obviously search emails in Karbon from colleagues (We all have auto-share on) and this allows me to add emails to a timeline even if I’m not the recipient. This could work for our purpose, however we are

2
max
Sr. Karbon Community Guide
6 days ago
M
Beginner
Mandy MyburghBeginner
asked in Karbon AI

Karbon AI summarize notes

When you summarize notes, does this automatically share with all teams tagged in the multiple notes, or is it just for my own view?

1
SamG
Sr. Karbon Community Guide
6 days ago
Maxs
Beginner
MaxsBeginner
asked in Community Feedback

Offshore staffing

Hi Karbon community!I am currently exploring offshore staffing options for my firm and would like to hear from other professionals who could share feedback?Thanks!Max

0
Maxs
Beginner
6 days ago
Scott Wadman
Beginner
Scott WadmanBeginner
asked in Share Tips & Best Practices

Form to gather new client information

Is there a form for gathering information from prospective clients?  Is there a way to do this in Karbon?  I would like to send a form to a client as part of the onboarding process.  What is the best practice for this, specifically when gathering private information such as SS#/EIN#s?

8
drich208
Superstar
9 days ago
Brandy L Owens
Beginner
Brandy L OwensBeginner
asked in Community Feedback

Login options

Would love to see Apple added as a login option to integrate with Karbon. Forcing Mac users to pay for subscriptions to Microsoft or Google when it may not be needed for them creates unnecessary expense. Love that Karbon utilizes tech stack for login and integrations. Would just like to see Mac users and the Apple ID included in this. 

0
Brandy L Owens
Beginner
11 days ago
S
Beginner
Stephen RoosBeginner
asked in Ask a Peer

RingCentral and outbound text integration

We currently integrate RingCentral texts with Karbon.  This works well for inbound texts.  The texts come into RingCentral, they are passed to Karbon triage just like any other email, and then we put them on a client timeline. [We use Office 365 for our email accounts].Is there a way to set up Karbon, RingCentral, or a third party app (without a lot of headache!) to pass outbound texts sent from RingCentral into Karbon’s Triage?  A solution for this, combined with the new Karbon Triage sharing feature, would close the loop on distributing all client communications in our office via Karbon.

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

PDF's hidden in emails

Has anyone noticed recently that when adding PDF’s to an email in Karbon, they are setting hidden behind the toolbar? I noticed this happening last week. 

4
drich208
Superstar
12 days ago
T
Beginner
Theresa MorleyBeginner
asked in Ask a Peer

Email Attachments

We cannot see the attachments to our emails until we have added more than one or two attachments. We can see the attachments only after we send the email. This is resulting in attachments being added twice.  I anyone else having this issue?

4
drich208
Superstar
12 days ago
M
Beginner
Michael MazeyBeginner
asked in Ask a Peer

Group Email Clients

Is it possible to create a group email like in outlook, so that we can email 2-3 clients via a group contact??

4
drich208
Superstar
12 days ago
S
Newcomer
Stacey BarkerNewcomer
asked in Share Tips & Best Practices

My Week - To plan

What is the trigger in the work item to plan it to This Week, Next Week, or Later in ‘My Week’?  I do not want work items going into ‘To plan’.  Is it that I have to set due dates for every single task and the overall work item? Is there a specific Automator I have to setup? Thank you!

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

Email Delegation

Hi  I need an employee to send an email on my behalf (but make it look like it’s coming from me) and when the client respond it needs to go into my triage (inbox) and not theirs. I know you can do this sort of thing with delegates in Gmail and I though Karbon was designing a process for this - can someone please tag me in this if it is in working now?

3
drich208
Superstar
12 days ago

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