We have set up a few internal clients such as ‘Evolve HR’ and ‘Evolve Software’ then we have work items named such as ‘John Smith Annual Review’ (for adding notes through the year) and ‘Xero’ (for general correspondence with our account manager, for example).
For things such as a stationery supplier, is it worth having a ‘Evolve Suppliers’ contact with each listed and tagging in the work item for that supplier or area of the business (e.g. stationery), or are you relying heavily on the search function and simply clearing these emails (e.g. a order confirmation email)? I’ve heard the search function has changed recently and perhaps isn’t as useful as the last search function.
We’re very new to Karbon and don’t want to create work for the sake of it! Guidance appreciated on how your admin department are working this. I’m finding internal work isn’t as straight forward as the client work so am trying to guide our highly organised Practice Administrator as best as possible!