Is there a way to add a person to an organization while i’m in the organization? Or is the only way to change to the person’s contact and add the organization as a card?
on a mac:
Option + C = New Contact
Option + E = New Email
Option + N = New Note
Option + W = New Work Item
Option + S = Search
Option + T = Time Entry
Here’s a link to a short article for the shortcuts.
https://help.karbonhq.com/en/articles/1524592-does-karbon-have-keyboard-shortcuts
I have these taped to my computer and use them daily. Very handy. This is for a PC. Someone with a Mac, please post those.
oh man
I don’t use any of the keyboard shortcuts, which is a shame. Great suggestion,
You can also use the shortcut ALT C to add a contact from any page in Karbon. A box will pop up to pick a person, organization, or Client group. Not sure that helps with an existing contact, but if you are adding a new one, it is awesome. As Kim said, you can add the person and which organization they are associated with as well as their role all at the same time.
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