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Jamie_CarnarvonBeginner

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HermanBeginner

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Create/Update Client tasks via API

Karbon Client tasks is great for us to get quicker and more consistence client responses for file request and feedback etc. As I am working with outside contractors service providers as well, which we currently using ClickUp to manage that part of the work, I am looking for way, if possible to for example to update or create a client task in Karbon based on certain triggers in ClickUP.Currently the Senior Client Manager, which is the user on Karbon, will manually trigger or update the Client task in Karbon, based on events/status in ClickUp.Don't know if this is something that is possible, or if possible just so complex to add that it is just better to do manual?

1 day ago

MikeLiangSuperstar

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Folder Structure

By the chance of the implementation of connection of Karbon to our DMS-sharepoint, I am re-thinking our folder structure. Due to we are full service provider, there are too many level of folders and I cannot think of a way to avoid that, below is a typical folder structure and level we currently have:First level folder: client name2nd level: service type (ie, bookkeeping, financial report, income tax return, ad-hoc advice, etc3rd level: no.of financial year ,ie FY2022, FY2023, etc.4the level: if the work is monthly, there will be month no., e.g., July, August and so on and so forth5th level: nature of document, ie, workpaper, client PBC, review documents etc. What I am thinking specifically:Anyway to avoid using the folder, but we can still file the documents in an organized way and can search and find files very quickly when needed. I thought of Metadata, however, don’t know exactly how that is implemented If still using folder structure, is there any other better structure, like t

2 days ago

JanaBeginner

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Grammarly

Is there a way to connect Grammarly in Karbon to check emails and comments?

2 days ago

David SadowskyRising Star

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See all of one industry

In the accounting details of each client, it lists the industry. So for instance, I put in Brewery for some of them. Now, if I get an email that affects all my brewery clients - how do I find them? I went to the organization contacts and searched brewery and it didn’t pull up anyone that had that listed in the industry.

2 days ago

SamGSr. Community Champion

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When I add an email address to a Contact it turns off sharing for me only

All of my colleagues and I have email sharing turned on.If I add a second email address to a Contact, it automatically turns on sharing for that email address, for all of my colleagues, but not me.If I try and manually turn on email sharing for that email address, it doesn’t work (e.g. I refresh and it shows me as not sharing).Anybody else had that happen?

2 days ago

AntoniyaB.Superstar

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What are others preferred app stack choices and why?

Hi guys, what apps have you integrated with Karbon and how do you find them, would be great to hear your experiences.

2 days ago

Kathleen M. BelkBeginner

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Sorting Contacts based on Services

I added specific services that our company provides to each client under their Contact, Details tab, Accounting Details section on the scroll down, Basics tab and then in the Services section. Is there any way to select one of those services, then download a list of every contact that has that service in that section? Someone said they create a group of contacts for each service and can download from there. Brilliant solution but it means I have to reverse engineer that after I have already entered the information once. I’ll do it if I have to but was hoping not to loose the work already done. Thanks!

3 days ago

Franck AmyBeginner

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Google reminders not showing in My Week calendar section

Hi, I am wondering when Google reminders will show in My Week calendar section?This seems a bit restrictive to only have events. Thanks

1 day ago

Angela WaltersBeginner

Community Feedback

Karbon Certification Badges

Can the Karbon Certified Expert badge be added to your profile on LinkedIn? If so, how?

1 day ago

HermanBeginner

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Create/Update Client tasks via API

1 day ago

JanaBeginner

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Grammarly

Is there a way to connect Grammarly in Karbon to check emails and comments?

2 days ago

David SadowskyRising Star

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See all of one industry

2 days ago

SamGSr. Community Champion

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When I add an email address to a Contact it turns off sharing for me only

2 days ago

AntoniyaB.Superstar

Share Tips & Best Practices

What are others preferred app stack choices and why?

Hi guys, what apps have you integrated with Karbon and how do you find them, would be great to hear your experiences.

2 days ago

Kathleen M. BelkBeginner

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Sorting Contacts based on Services

3 days ago

Tasha HardingBeginner

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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?

3 days ago

Candice DiemerKarbon Team

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Ideation Design Workshop! - Come and join this creative session

Hi everyone 👋I am running an ideation workshop and would love to have members from the community get involved! This is a hands on fun session where we will be looking at a problem and coming up with ideas on how best to solve it. We will be drawing and sketching designs - no design experience necessary (if you can draw a square box, you can do this!!) The workshop is limited to only 3 participants so please sign up early as its first come first serve. USA based members would be ideal and any job role ✅Date: Tue April 4 Book your place in the workshop here

3 days ago

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