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Hi everyone, I’ve come across this a few times now and wondered if anyone has a better solution. When a recurring work is being reassigned to another person (from the Repeats Settings), the tasks in the repeating work still remain with the previous account manager, how can I make sure it gets updated on both places without having to open all work and scroll down through the tasks and reassign?
We started with Karbon last year and are trying hard to make it the most efficient we can. One area I’m seriously rethinking is not having a separate work type for each month of bookkeeping. The challenge here is that when we have recurring months and clients have to upload their statements, we’ll go a few months getting none, then they’ll do a bunch at once which means the documents are tagged to the wrong work item. If we had all bookkeeping in one work item but each month as a task then even if they do catch up with their items, they’ll all go into one documents area. Has anyone tried this? Can you think of any drawbacks?
Is there an easy way to search a client group timeline for an email? I know I can do a general search of all of Karbon items, but is there a way to search in just the clients related to a single client group? Do we need to add all the correspondence to the client group timeline? Eg if I wrote to one of the Smiths about super but can’t remember who, I don’t want to have to search through every timeline for A Smith, B Smith, C Smith, etc, and searching for “super” in all Karbon items returns too many results.
Hi all,This might be a really basic question, with a really obvious answer.. but here it goes.I’m wanting allocate basic to do items to team members, for internal admin tasks etc.e..g Call bank to change our address etcIs there a simple way to do this without creating dummy jobs or other work arounds?
Is there a way to deactivate a client or contact when they are no longer a client? Ideally this would remove them as a choice from tagging emails to work items, maybe even exclude from search unless “show inactive” was selected.i do not want to delete the client or contact record because i want to keep the history.
Hey All -- hoping to solicit some feedback from the group from folks who have someone at their firm in a “project management” type role.In an ideal world, I would want someone to be the owner of all things Karbon and fill a project management / account management role to augment our client services team. For those of you who have someone in that role in a dedicated capacity, how do you define their day to day responsibilities? I have a general sense of what it might look like (see below) but for awhile now I have struggled with how to properly articulate the job description. A sample list of the representative responsibilities would be things like:Assigning workload / capacity management of team members’ work Monitoring and ensuring delivery of client deadlines Scheduling / planning new client work Oversight of Karbon hygiene (making sure due dates are set appropriately, statuses are being used appropriately, etc.)We are a team of 20+ and have used Karbon for a few years now. Up unt
I have a couple questions regarding the client portalIs there a way to have old documents that I upload show for the client? Is there a way for clients to upload documents without a task assigned? Is there a way to have a generic upload box so I can include it in my email footer for people to upload documents?
I am finding that in My Week some of the work that has the same status is showing up under duplicated statuses. The work is not duplicated, but some work is showing up under the status in one section and some with the same status in another section. Any thoughts as to why this is happening?
My boss wants me to have access to his email account in Karbon (as well as mine) so that I can take over the admin tasks from him and create work for both of us so that he isn’t bogged down with this side of the business.I have read the best practice suggestions to create an alias and add that to the MS 365 settings - my concern is that we don’t want a general/alias email. We want clients to still be able to send emails to him rather than an alias address. Is there a way to do this other than adding his email to my Karbon account.
I’d love to have our AML checks and client risk assessments showing in Karbon - perhaps on the client’s contact details section? This may involve integration with Companies House - adding all client data automatically by entering the business registration number, like name, address, Annual Accounts periods, Confirmation Statement due date, Directors and Shareholders. Based on this and any changes on Companies House, we can generate and set up our Annual Accounts work in Karbon (for automation) and run AML client ID verifications. We recently started using a platform called Yoti for this and it’s fantastic and very user friendly (also from the client’s perspective).
Hey all,We are trying to bulk add some work from a template.It appears that I can do it from the contacts screen IF all the contacts are in the same group of 50.if I go to a new page, the contacts on the previous page are unselected. If I search for clients I can’t select the contact from the search results on the client page.Any ideas on how to:View more than 50 contacts at a time so I don’t lose my progress. Another way to access this screen which allows me to select multiple clients in an easier way.Cheers
Forgive me if this has been asked before. I’ve looked through the discussions and I haven’t found it.I am trying to add a time entry (on the “Add Time Entry” window). I have selected the “Work”, but the “Role” dropdown is empty. I have confirmed there are multiple Roles set up for the particular work type and I am assigned as the Manager on the work item. Does anyone know why there are no Roles in the dropdown?Thanks.
We are trying to change how some tasklist automators are set up for repeating work items. I checked Karbon’s website, and automators aren’t on the list of info that is carried forward to future work items. Is there a way to edit the automators on repeating work items so that future work items also reflect the change?
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