Is there a way to copy all tasks in a client request to excel (or word doc) other than going into each task and copying them one by one?
A client is having trouble using Karbon and we need to request information from them ASAP, how can I copy the tasks in one shot to place in a regular email?
Best answer by maxView original
@Eli Goldwasser, welcome to the Karbon community!
There is not way to export client requests at this time. I found one feature idea that might apply, but feel free to add your own as well. 😊
Thanks for showing me the feature idea. I added my vote to it… 😃
It may be too late for this instance, but I have had a lot of success getting clients to understand the Karbon Portal by sending this short video. Feel free to copy the link and send it to clients confused about the portal.
Video link for the new portal:
I think we might start putting this in some of our client requests.
We already have it on just about all our communications to clients. The issue at hand was a technological issue - I believe that their computer was not compatible with Karbon - Older client and just about as old of a computer if I am understanding correctly. 🤷