Can Karbon update the suggestions given when my team is adding a client email to that client’s timeline? It gives suggestions based on clients/contacts/works that were recently used, which is sort of helpful. Could it also auto-generate a suggestion based on the contact?
- If the contact is Dr Jones, and is set in Karbon as a contact…
- Could it suggest our client/organization called Jones Family Dentistry?
If there’s a faster way -OR- this already exists as a process in Karbon, I’ll send a $10 GC to the person that points it out to me :-) . Thanks!
Best answer by SamG
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