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  • 706 Discussions
  • 3,031 Replies

706 Discussions

E
Beginner
EmilyWBeginner
asked in Ask a Peer

Copying and pasting into Karbon

A recent problem but I can no longer paste into emails on Karbon. I have tried Ctrl V, right clicking and selecting paste or paste as plain text, it just does nothing. Other Ctrl functions for copy, bold etc work fine and I can paste into comments on Karbon and systems outside of Karbon. Has anyone else experienced this or any advice how to fix? Thanks

2
E
Beginner
4 months ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

Google Contacts

I wonder if anyone has developed a ZAP or API integration that will properly sync one way from Karbon to Google Contacts???? Thanks in advance!Tom

2
leeseinmt
Rising Star
3 months ago
AngelD
Beginner
AngelDBeginner
asked in Ask a Peer

How to view Overdue TASKS

Has anyone found a way to be able to view overdue TASKS for the whole practice? Not overdue Work, I’ve got that, but I haven’t been able to view overdue tasks and haven’t found an answer to this in the Karbon community yet.

2
AngelD
Beginner
9 months ago
J
Beginner
JASBeginner
asked in Ask a Peer

Print TO DO list or WORK List

Hello:Is there a way to print the TODO list without using the conventional browser print feature (it only prints what’s on the screen)?  A way to export the list based on the filter to a PDF or EXCEL file would be helpful.  Some of us need a sheet of paper to cross things off of!  This would be helpful to have the feature in the WORK modulue as well. Thoughts??? js

2
J
Beginner
6 months ago
Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
asked in Ask a Peer

Access to the Template (In-house &) Library

Karbon Community Team!I’m trying to grant access to my employee so that he can help me work on templates. I had no idea that he did not have access! I went into Settings > Profile > Permissions.As a standard user, I would have expected him to have access to Work > Templates…. with the goal of helping me create and improve my templates. Do I really need to make him an admin user to achieve this?@max 

2
Rebecca Williams
Sr. Karbon Community Guide
3 months ago
R
Beginner
Rhonda ZlatanovskiBeginner
asked in Ask a Peer

Client Task Error

I have updated a client contact email.  When I sent a client task to the new email I am getting the following error: Validation error for client Task Group with [clientTaskGroupPermaKey=4qd3fLsQvJPk] for tenant with [tenantPermaKey=8nLJnwZYFc8] Does anyone know the fix for this error?  I have followed up and tested the email outside of the client task and it is a valid email. Thank youRhonda ZlatanovskiGBA LLP  

2
R
Beginner
3 months ago
T
Beginner
Trevor SunnyBeginner
asked in Ask a Peer

Marking an email as unread

Hi, Any idea on how to mark an email as unread in Triage?Thanks in advance.

2
T
Beginner
9 months ago
Matthew Gonda
Beginner
Matthew GondaBeginner
asked in Ask a Peer

Triage Search Not Working

Is anyone else having issues where searching for a work item in triage (e.g., trying to attach an email thread to a work item) doesn’t work? Most of the time I try to add an email to a work item the item doesn’t show up -- I just get a blank search area.I reached out to support and they acknowledged this is a problem on their end, but it’s been 3 weeks now and no resolution. This is crippling the highest value tool Karbon has to offer.As you can see, it’s not returning a ‘no results found for…’ message, rather, I get this:[Karbon Search Error] 

2
DianeK
Sr. Community Champion
8 months ago
C
Beginner
Christopher GalieBeginner
asked in Ask a Peer

Adding Work Team

Can I assign a Work Team to all existing jobs without going to them individually? 

2
DianeK
Sr. Community Champion
8 months ago
J
Beginner
Jarett SBeginner
asked in Ask a Peer

Productivity Tracking

Hey All, I am hoping to gain insight into tracking team member productivity. Within Work insights, it is very work item oriented. We are very task focused and our work items pass from person to person based on the amount of steps necessary (tax prep, bookkeeping, advisory, etc) so it is not the best place to look to see how much a team member is or is not producing.We would like to see something that can show the amount of tasks completed over a period of time, how many of those were completed on time, and how many of them were re-assigned and completed by someone else. We would like to be able to sort by team member, by client, and by work type.We do not use time entries whatsoever because we found that it often became a time suck itself to make sure people were completing time sheets as well as them not being entirely accurate.Has anyone been successful inside of Karbon or using something else as a compliment to Karbon to track productivity through tasks?Thanks for any input. -Jarett

2
Victoria Peters
Sr. Community Champion
6 months ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Comments on a section with multiple tasks

Hi,We had clients complaining that when they receive an email that they have comments, they are not able to see which of the tasks has the new comment, they need to check each of them to see where it is. I’m wondering if any of you have the same issue and you go about it. Thank you

2
Victoria Peters
Sr. Community Champion
8 months ago
Adam Kusnierek
Beginner
Adam KusnierekBeginner
asked in Ask a Peer

Team Exporting Work Report

Hi All.Currently I’m the only admin user of Karbon - Everyone else is on standard permissions. However I want the team to be able to export work reports without having admin rights.Is there a way to achieve this?

2
Rebecca Williams
Sr. Karbon Community Guide
6 months ago
Chris Hervochon
Beginner
Chris HervochonBeginner
asked in Ask a Peer

Tasks in Blank Work Item via API

We are building out some automation in our firm with Python and the Karbon API and we are a bit stuck… We are creating blank Work items, ideally without using a template, and want to add a variable number of tasks to that Work item. However, it’s not readily apparent in the API documentation how to add a task under a Work item. Does anybody have any experience with this that can point me in the right direction? Or, is this simply a case where we need to accomplish this by calling Work templates and molding our automation to fit what we can accomplish with tickets? Thanks!

2
Chris Hervochon
Beginner
8 months ago
A
Beginner
Asif VadariaBeginner
asked in Ask a Peer

How to Tag a client with different services

When importing and creating new contacts how can we tag different services provided to same client.Example payroll, sales tax, bookkeeping and income tax.

2
Victoria Peters
Sr. Community Champion
8 months ago
D
Rising Star
David SadowskyRising Star
asked in Ask a Peer

Having trouble with Search

I’m having a problem with search not finding anything. In a Client Request I wrote, “what is the charge for DoubleTree Hotel.” Now, when I go to search and type in Doubletree, nothing shows up under the work section. Are client requests not searchable?

2
Monet Nielsen
Beginner
4 months ago
A
Beginner
Amit AgarwalBeginner
asked in Ask a Peer

Karbon and Suitefiles

Hi, I have integrated Karbon and Suitefiles. My client has send some email with attachments. How can i download those attachments directly into client folder in Suitefiles. I still cannot see suiteFiles in Karbon under Connected Folder. Thank you in advance

2
A
Beginner
2 months ago
A
Beginner
Ashley DemersBeginner
asked in Ask a Peer

Unlock a timesheet

How do I unlock a timesheet that has been submitted and approved?

2
A
Beginner
8 months ago
Alyssa Churchill
Beginner
Alyssa ChurchillBeginner
asked in Ask a Peer

How do you create work from a template WITHOUT having it assigned?

We are just getting Karbon started and I am looking for some guidance. I create work from pre-built templates in the Karbon library. Every template I create, assigns it to me. I skip the “assign tasks to colleague” to do it later, but it still assigns the full template and all repeating work to me. I looked up the roles and having it assigned to a role, but it won’t do it. Work- create work- use a template- assign to: AUTOMATICALLY puts my name in, even when I delete it. OR Template- create work- again my name will not stay removed.When I look in details, I can see the client is assigned to me, and then under work team, there is me and unassigned. There are 4 of us on the team and we all work on the clients... What steps am I missing? Thanks guys! Alyssa

2
Alyssa Churchill
Beginner
5 months ago
S
Beginner
Subin MohammedBeginner
asked in Ask a Peer

Error: Client task email failed to sent

The tasks in section ‘Business Activity Statement - Information Request’ did not send. Check the sender’s email account is connected to Karbon.This request will auto retry. To send now, choose ‘Resend Client Tasks’ from the menu on the Client Request Section. This is showing up in my triage. Client confirmed they haven't changed the email

2
DianeK
Sr. Community Champion
5 months ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Ask a Peer

How has your CSM helped you?

We all love our CSMs (Community Success Managers).  If you are new to the community, they can assist you in a variety of ways.  I was hoping to get community feedback on what your CSM has done in the past that helped you utilize Karbon better?  Maybe we can all get a better idea of what a CSM can do.  Hit me with your best CSM moments.

2
Victoria Peters
Sr. Community Champion
7 months ago
P
Beginner
Penny MichieBeginner
asked in Ask a Peer

Create work from template to multiple clients

Hi everyone, New Karbon user here so forgive me if this is something I’ve missed in my research. Can I create a piece of work, based on a template, and pushed out to multiple clients in one go?Thanks in advance!Penny

2
P
Beginner
5 months ago
K
Beginner
Kitty LoBeginner
asked in Ask a Peer

Sending client emails from Task page - no client checklist needed

I would like to send an email and attachment from the Task and workflow area.In this case, I don’t need a client checklist or for it to change the status of the work. I want the client to be able to quickly forward a simple attachment to an advisor/lawyer.Can this be done? 

2
DianeK
Sr. Community Champion
4 months ago
Gina Hamilton
Rising Star
Gina HamiltonRising Star
asked in Ask a Peer

Onboarding Template for Gusto Clients

Hi there! I’m new to using Karbon, and I’m also a new business owner. I only offer payroll services through Gusto, and I am wondering if anyone has any advice on best practices for a client onboarding template related to onboarding a Gusto client? The onboarding template in Karbon’s library didn’t really apply. Any help or suggestions would be greatly appreciated!Thank you! 

2
Gina Hamilton
Rising Star
10 months ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

What can go in the description when adding an organization with the API?

I’m working on a little script to clean up some bad data and I noticed there are keys in the description field:This makes me think there are other types of data we can put in the description field. Just curious. 😁cc: @StuartK

2
max
Sr. Karbon Community Guide
7 months ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

CRMs

Hi Everyone, we are looking at using a CRM. Right now we are going to demo Hubspot and Pipedrive.Does anyone have experience with these programs?Have you been able to scan business cards?  

2
D
Rising Star
4 months ago

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