Hi guys, I am fairly new to Karbon.
Just wondering how everyone is managing client according to their needs and types of services provided.
For instance, if want to quickly find clients who are individuals with business schedules to assign them specificly tailored templates for tax work, or if you want to pick ones you are doing BAS’s for.
In our tax lodgment software, we have ability to assign Extra fields and then do reports based on certain parameters. Wondering if something similar exists in Karbon.
I notices, you can add “Services” to clients in their details section but it doesn’t seem to do anything.
Best answer by maxView original