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When I clear an email from Triage it is deleted from Outlook. Outlook loses the history on the email and it is not showing in trash or any other folder that i can see. It’s basically gone. I like a clean slate but this is odd to me. To lose the ability to find the email in my main email source is not good.Any thoughts on this?
This is not relevant to Karbon. But just want to see if any my peer firms (with 8-12 staff) have any recommendation of a good/cost-effective Managed IT service supplier to recommend? We are based in Sydney Australia. My main needs are:Procurement and management of IT equipment, mainly are laptops (if at a corporate discounted price, or leasing term, it will be better) Support to setup new laptop for new employees and remove content for leaving employees etc. Support to setup the new employee’s office 365 account and access to office 365,/MS Team IT guru/support when we have a service needs, e.g., when we need to realise some new feature with MS 365, MS Team, app connector etc., they can provide solution and implementation All other security and consistency in securitiy and IT policy measures
I cannot find this issue discussed anywhere else. When I paste a hyperlink in an email within Karbon, the link does NOT work when received by the recipient in Karbon. If the email is generated in Outlook with the link pasted in, then the link DOES work when received by recipient in Karbon.Is this a known issue and is there something I should be doing in Karbon to ensure that the recipient can open the link, without having to use the Outlook workaround?
We have clients with monthly Instalment Activity Statements (IAS) reporting PAYGW, but every 3rd month (last month in quarter) it is a Business Activity Statement (BAS) reporting both PAYGW for that month and GST for that quarter.Now i cannot set up a recurring job for the IAS alone, as the recurrance would be 2 months out of every 3 months. I have set up a monthly recurrance as all the team understand the third month is a different statement, however we charge some clients a different amount for the IAS and the BAS.Does anyone have a solution for this?
Hey there,I am integrated with practice ignition and I would like every default work type to be set as a certain status under my “Ready To Work” master list. However, it only lets me select a master type (Planned, Ready To Wortk, etc.) but I would like my default starting work to be “Waiting to be prepared.” How do I do this?
How does everyone track their write offs per team member?When we run a report it only shows the time over budget for the whole job and who the assignee is but not a breakdown of each team member.We have no way to track if a non assignee goes over their part of a work item? (Other than going into each job individually)
I am comfortably creating and updating workitems using the API with some hacky python scripts, but I’m unable to get recipient data into the workitems for templates with client tasks-- the API includes a “ClientTaskRecipient” object and I feel comfortable assuming that its “ClientKey” field is the ContactKey and the “EmailAddress” field is the contact’s e-mail don’t know if I’m right; have no clue what to pass into the “LinkType” field and am having difficulty getting a response from support, for it. Perhaps a little niche but I would love whatever insight anyone may have Thanks!Mike
For those using Karbon billing, do you know why “Actual (time period)” is different from “Actual”. I found if I run a certain period, it’s not the same. It seem “Actual” capturing all the time in the work item since work item has been created but “Actual (time period)” only revelant the period you run for?
By default my list view has the columns ordered in the same order they’re listed in the filter list:Name, Client Name, Related Client Group, Status, etc.Is there any way to order these? For some of my saved views I’d like to have the fees and budget over towards the left more, among other things.I have tried to drag and drop but that doesn’t do anything.Thanks in advance.
A client sends an email which requires an action to both me and a work colleague.I save the email into task.I action the work required.In comments (blue section) I write “ Email has been actioned” so that I can look quickly at all emails within that task to see if they have been dealt with.The problem we have is that when I write a comment because the original email included a colleague she also gets a message showing my comments. How do I write internal comments which everyone can see but don’t have to be notified of. My colleague is complaining that her triage is being filled up with my one line comments.
Also please have sent emails searchable, when I search for emails I know I sent that didn’t get replied to, they don’t show up. Would also be great if we could have a little button on sending emails that can do a “follow-up if no reply X days or by X date” so I don’t have to manually add a follow-up to my to do list off an email.
Is it possible to change the start in the repeating work? This is what I am experiencing.If I try to change the repeat settings, changing the start date for the repeat is not an option. I am able to edit the start and end dates for a singular piece of work but that does not seem translate to the repeating work.It seems that the only option is to cancel the repeat and start over which can be tricky because you can accidentally delete a POW you need if your not careful.Has anyone else had any experience with this?
I am looking to create a list of recurring admin task that I perform. I am hoping this is the last year i have to do any of this stuff. I’d like to create a recurring Work project and assign the Work to an office manager next year. Some of the tasks I want to put in the Work are:Renewing tax software license - Nov 15 Rolling forward tax software - Dec 1 Rolling forward depreciation software - Jan 31 Pay state CPA firm dues - Feb 15 Updating engagement letters - Dec 15 Renewing technical subscriptions - various EtcAny ideas would be appreciated.I am trying to Clockwork my firm.Thanks,Marty
We use generic emails (office@ etc) which are used for our Users in Karbon. When an employee leaves, we will disconnect the user and related email. However, when we have a new employee start we will allocate them an email from a past employee. The user is then updated with the new employee’s name and details, using the existing email.This will then overwrite all of the past comments, work etc that had been allocated and completed by the past employee. Eg. “Jane” commented on 01/01/2021, will then change from “Jane” to the new name “David”. Is there a way to have the past name “Jane” remain on all the past work and comments, but all new work and comments be from “David”?
I’m reviewing our Email Insights and for the first time I noticed that our placeholder accounts are being calculated. We have colleague accounts that have never been activated for placeholders and between the three of them, I’m wondering what kind of impact this is having on my overall metrics.How can we remove the non-activated accounts from the calculations?
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