What do you all do about any kind of CRM stuff in Karbon? In other words: I add a new contact. How do i tag that as being from a referral source or anything like that?
We use the Description field on the Details tab to note the referral source for now. It’s not a searchable field but at least the data is captured.
I’ll try to find the feature requests on this topic and post back.
Here is a feature request that is Under Consideration:
Custom Fields / Tags | Karbon Community (karbonhq.com)
Hi
Another option is to use contact groups. It’s a more programmatic-friendly way to achieve “tagging” in Karbon.
Work can only be associated with one client group, so if you are using tags as a way to keep track of work, I don’t think that will work. If you’re using it as a way to tag person and organization contacts, it works pretty well. we don’t use it a lot, but it’s something I’ve started to do with our client segments.. I put them in a client group for their industry. I can use that information in MailChimp to send emails to only those clients.
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