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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

Jade LiBeginner

JanaRising Star

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.

Judy RaderBeginner

Reply All

Is there a way to change the default of “REPLY ALL” to just reply to original sender and not everyone sent the email?

Alberto E. CoverBeginner

Ask a Peer

Entity Formation Template

Hello, I am new in Karbon and was wondering if there is a template for Entity formation like S-Corp, C-Corp, Partnerships, and SMLLC. Regards, Alberto

6

1 day ago

Beth MillerBeginner

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.

Jade LiBeginner

Comments experincing delays

Hi team, client advised there are delays when I replied comments to them e.g. one client (who normally acting extremely prompt in emails) - would this due to our internet issue/system responding or anything else we need to know? Do we have any data to refer- e.g. PINGs Or probably that was client side internet issue? as others doesn't seem to have such issue.

Shane SchepensBeginner

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!

Ben HutchessonBeginner

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

Alda ButlerBeginner

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

7

11 hours ago

Wendy KerrisonBeginner

Ask a Peer

Sending Clients Sensitive Documents

I’m a newbie and getting confused. I want to send my client a draft profit & loss and balance sheet. I don’t wish to send it via Docusign. I was hoping I could utilise the client portal somehow and notify them to download or read them from Karbon. Is that possible? Thank you :)

3

12 hours ago

JanaRising Star

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.

Judy RaderBeginner

Reply All

Is there a way to change the default of “REPLY ALL” to just reply to original sender and not everyone sent the email?

Alberto E. CoverBeginner

Ask a Peer

Entity Formation Template

Hello, I am new in Karbon and was wondering if there is a template for Entity formation like S-Corp, C-Corp, Partnerships, and SMLLC. Regards, Alberto

6

1 day ago

Beth MillerBeginner

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.

9

1 day ago

Wendy KerrisonBeginner

Ask a Peer

Client has responded to Client Request but how do I find their information?

Newbie here, I sent out a client request. He has responded to all of the answers however I cannot see them for the life of me. How do I find the answers and the documents? thanks in advance!Wendy

6

3 days ago

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