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699 Discussions
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699 Discussions

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CBC-OfficeRising Star

asked in Ask a Peer

Is it possible to keep an old users name on all past work, after name has been changed?

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”?

1 year ago

sarah.eRising Star

asked in Ask a Peer

Ability to select a specific email (not just a contact) when sending client tasks!

Many of our contacts have multiple email addresses, and some are appropriate when contacting them about personal matters, while others are appropriate for places that they work, etc.Following the 2.13.22 update, we are no longer able to select a specific email when sending client tasks---we can only select the contact! But this doesn’t allow us to be certain which email address associated with the contact the client task checklist will send to!No good!

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

Tracking age of work and prioritizing

How do we set up our work items and tracking so that we can use the kanban to identify how long a work item has been in our office? We have a turn around goal and we are struggling to identify how a work item is tagged in a way that we can sort in the kanban to quickly see whose return comes next for work. So, how do we track what day the information is considered received in our office and filter or sort by that in the kanban?

1 year ago

Jeremy WellsRising Star

asked in Ask a Peer

My Week "To Plan" 😬

Am I the only one thinking I’m finally getting a grip on My Week, then notices there are 218 things in “To Plan” that needed to get done yesterday? 😲 😱 😬 😖 🤬 😔

1 year ago

William MertzBeginner

asked in Ask a Peer

Default settings

Is there a way to set a default setting in Work. I prefer the list view, but the system defaults to the Kaban view.

1 year ago

William MertzBeginner

asked in Ask a Peer

My wwek and Iphone app

Is there anyway to move emails in the mobile app to my week?

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

Automators to assign work to a role

We set up our 1040 work template using roles for the different sections of our template. We added automators to re-assign the work when a section was completed to a “role”. Karbon allows that. We typically do not know which staff member to assign a section to ahead of time. It would normally be assigned in the order the return information is received from our clients. So using “roles” made sense. But when we added the template to a client and created work, there is an error message that work cannot be assigned to a role. So, our work has invalid automators and warnings.We have thought that we should consider leaving the invalid and warning automators as is. Since the brightly colored warnings bring the attention to whomever is picking up the work to also edit the automator to assign the work to themselves. We also have thought about a work around where we might add a karbon user that is not a real person, but a holding spot for unassigned work.How do other firms handle the work

10 months ago

Katie StokesBeginner

asked in Ask a Peer

Repeating work status

All of our repeating work in Karbon starts out in the “In progress” status. We would like it to start out in the “Ready to Start” status. How can we edit the repeating work to change its start status? Can Karbon do this request in a bath for us?

1 year ago

MikeLiangSuperstar

posted in Ask a Peer

More Control of normal user's access

Dear peers, I would like to understand your practice and logic of Karbon in managing access of the users to some certain change in key job management information.Facts:work assignee do not have experiences and authority to decide the start date and due date of a work. In my firm, manager decide who work on which work, and in what time frame.However, in Karbon, all users are able to change everything in a work setting, budget, fee, declines, starting date. It is becoming messy and lack of control/supervision and we cannot measure the result (say deadline meeting status) for each staff, since it is just one click for them to move the deadline or other information. I would like to understand how other peer firm is monitoring and controlling this? What is Karbon’s management logic behind this? I understand Karbon may encourage open and transparent work culture. But without saying dishonesty of team member, junior team member normally only does the work and have basic technical skills, but

1 year ago

Jacob OberlanderRising Star

asked in Ask a Peer

Karbon make every time entry by default as billable - Need a fix

We’re trying to get a handle on our non-billable time, and we notice that Karbon counts 100% of the time as billable. After taking a closer look, we found that the timer has by default a task type of “none” which is billable - this is where the problem lies. There is no place where we can set up Karbon to memorize the last used option, so the timer will always jump back to “none”=billable. Is anyone using Karbon time to track billable time? If you do, how do you resolve this issue? It’s too big of a burden to ask the staff to choose every time the task manually.

1 year ago

SmittyRising Star

asked in Ask a Peer

Emails with same subject in Triage

Occasionally we send out mass emails to groups of clients, using bcc functionality in Gmail. However, we’ve found that when clients respond, Karbon groups all of those responses together in a single message in Triage rather than separating them by client. They way that Triage handles these messages makes it confusing to see who is responding to the message and limits what you can do with the message after opening it. I’m curious if others have experienced this issue and how you work around it?

1 year ago

LD7ESuperstar

asked in Ask a Peer

Activity Notification or Report

Is it possible to obtain a report or identify the time and date when a work item from within all work items reaches a certain status?For example, when customers complete their client task, the status is changed to Data Received. If 20 customers all complete the client task on the same day or over a few days, I want to be able to determine the order of who completed first without having to open every work item to see the time and date. This will enable me to keep a first in first out workflow going.

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Where is the settings button I am new to Karbon

Can someone show me how to find the settings button I am brand new to Karbon it doesn’t seem to be on my main screen unless I am completely overlooking it.

1 year ago

Chris HarveyBeginner

asked in Ask a Peer

Contact cards

It would be useful if on the other contacts involved it had their role next to their name as set up on the contact card as there could be three of the same name because they have a different role in the company etc

1 year ago

Ashleigh MuirBeginner

asked in Ask a Peer

Client Task Link Expiring

We have a few jobs checked in for the 2022 Financial year and clients uploading documents to the client task we have sent out for this but the link keeps expiring, does anyone know how to stop it from expiring so the client can always access that same task?

1 year ago

MikeSuperstar

posted in Ask a Peer

Filter contacts by contact type and be able to export / mail to custom contact list

I would like to be able to generate a list of a specific contact type, for example, a listing of all individual clients with their email addresses that I can then put in to a program like mailchimp so I can email to a specific group of client.Or generate a list of all the lawyers we deal with so we can send them something customized.

1 month ago

Anonymous

posted in Ask a Peer

How has COVID changed the way you work?

Hi all, Posting here for added visibility. @Jess Marcello has a request for your input - responding gets $5 sent to UNICEF’s Child Emergency fund and you added to a gift card drawing. 🙌🏼Thanks on advance for your help!

1 year ago

j.caligiuri

asked in Ask a Peer

Weekday Due Dates

Is there a way to set a due date based on the weekday? For example, the due date of a recurring task would be the first Thursday of every month?

6 months ago

Christopher T Raines

asked in Ask a Peer

Null emails

We ran into an issue with a client task on year 2 of a repeat workflow. The client email was sent out last year and we see it in the comment history from last year. This year, some but not all of the emails did not go out because the client contact email was missing. I’m trying to understand how the contact email can be dropped from one year to the next. I can understand human error but this was more then just a few.

1 year ago

ryannBeginner

asked in Ask a Peer

Virtual Assistant with Karbon Experience?

We are struggling to find good admin staff locally and the Karbon learning curve doesn’t help. Has anyone used a virtual assistant with Karbon experience? Any idea where to find such a person? I envision someone that knows Karbon through and through, who could work remotely for one or multiple firms, managing the day-to-day flow of information and work. I’d love referrals if anyone knows this person!

1 month ago

Rory CondonBeginner

asked in Ask a Peer

Emails not flowing through to Triage

I have a number of emails this morning that have not flown through to Triage. They are not in Low Priority and I haven't cleared them by mistake - they just haven't come through. Has anyone else had issues?

1 year ago

10 Eslami MarshaBeginner

asked in Ask a Peer

Log in Issue

Is there a current problem with Karbon. No one in my office can get past the login Screen.

1 year ago

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