My team is new to Karbon. I have set up all of our clients and the primary contacts for each (usually the owner and an office manager). This is based on our old client database and my email contacts (imported from Gmail). I added my team to each organization as “other colleagues,” so that they can see communication, work etc for each of our company clients. We are running into an issue and I’m hoping there are solutions even though I can’t find any other topics that cover this: My People contacts are not visible to the rest of my team. The People contacts don’t have the same field to add colleagues, and I don’t see any setting where I can make my contacts universal.
Best answer by DianeKView original