We do a fair amount of bookkeeping and are looking to expand that part of our business.
We discovered that if we create a distribution list, the email comes through to Karbon as one email on two people’s triage lists. We use this for department-level email management. If one person clears the email, it still stays on all other triage lists until cleared, so it’s a little cumbersome in that regard, however, any notes, comments, and assignments are visible to all when made by one.
Next what we did is we created aliases in our system for that distribution list.
Example: email@example.com is a distribution list that gets sent to three of our staff.
We use this alias email when setting up online logins to that client’s online banking and vendor portals.
What is really cool is that when we list this email address as one of the client’s email addresses, incoming email to that address automatically get added to that client’s timeline. It still comes through Triage, but we no longer need to manually add it to the client’s timeline.
This saves us a step and makes it easier to make sure that every email is on the proper timeline somewhere.
I’m looking forward to Karbon’s shared mailbox feature which seems like it will make this system work even a little better.
What do you think? Are there other things that your firm is doing to automate and take advantage of Karbon’s unique approach to email?