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Is anyone having issues with Karbon auto-assigning Client Manager role to a client?
I have started noticing that I am Client Manager for many clients, when I shouldn’t be. This area should be blank for us as we don’t have a dedicated Client Manager for our clients.
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Interesting! 🙂
Are these recently created Clients?
If so, did you create them or someone else?
The most recent contact I created has no Client Team by default.
Do you have Karbon integrated with any other Tax/PMS (e.g. XPM)? If so, I wonder whether that is causing it.
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No not recently created. Not created by me. No integrations.
I did actually think, if the Client Manager field is populated and that employee leaves and we re-assign all their work, does this also re-assign their clients in the Client Manager field?
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No not recently created. Not created by me. No integrations.
Curious…
I did actually think, if the Client Manager field is populated and that employee leaves and we re-assign all their work, does this also re-assign their clients in the Client Manager field?
Good question, indeed it does 🙂
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That explains it, thanks
Hi Imbi,
Justin stepping in here from Karbon Support. If reassigning due to archiving a colleague, it should update the Client Manager field as well as part of the “Client Team Roles”.
Please reach out to us at support@karbonhq.com if you would like us to investigate this further.
Best regards,
Justin
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