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Hugh CrichtonBeginner

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?

Stacey BarkerNewcomer

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!

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

Jill WarrenBeginner

Can you highlight text in Karbon tasks?

I want to highlight a portion of text in Karbon so that it cannot be missed each month for that particular task. Are we able to highlight in Karbon tasks?

Shane SchepensBeginner

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!

Michael MazeyBeginner

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??

Wendy KerrisonBeginner

Where iis the "To Do" list?

I’m unable to actually find the “To Do” list. I’m on the business version of the software. I’ve look into WorkTriageMy WeekAssignments I just cannot for the life of me find it :) Thanks in advance!

Angelica ChoppinBeginner

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.

Theresa MorleyBeginner

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?

Stephen RoosBeginner

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.

Hugh CrichtonBeginner

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?

Stacey BarkerNewcomer

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!

Jill WarrenBeginner

Can you highlight text in Karbon tasks?

I want to highlight a portion of text in Karbon so that it cannot be missed each month for that particular task. Are we able to highlight in Karbon tasks?

Shane SchepensBeginner

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!

Michael MazeyBeginner

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??

Wendy KerrisonBeginner

Where iis the "To Do" list?

I’m unable to actually find the “To Do” list. I’m on the business version of the software. I’ve look into WorkTriageMy WeekAssignments I just cannot for the life of me find it :) Thanks in advance!

Angelica ChoppinBeginner

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.

Theresa MorleyBeginner

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?

Stephen RoosBeginner

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.

Cindy SchuttishBeginner

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 $$ Will this roll to 1040 - 2024 $$

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