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700 Discussions
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700 Discussions

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Nadia Kawalilak

asked in Ask a Peer

Can you customize the invoice number in Karbon to match my current invoicing sequence?

I’m looking to start invoicing in Karbon and realized that Karbon adjusted my invoice number to be KIN-1000 but I already have a numbering sequence that I’m following. Is it possible to make that update or do you just write the actual invoice number into the activity and notes of that invoice?

1 month ago

Ryan EisenbergBeginner

asked in Ask a Peer

Issue with Google and Karbon Intergration

Our firm has recently had an issue with the link between google services (i.e. gmail and google calendar) and our Karbon account. It use to work better and now there is a recurring issue where we have to continually reconnect the account upon almost every sign in. Is this a setting? How can we resolve this?

1 month ago

MaeTheModernWayBeginner

posted in Ask a Peer

How to Delete Client Group

1 month ago

Sandy HillBeginner

asked in Ask a Peer

Sorting Work Items

Hi All, New to Karbon, is it possible to sort work items by creation date so I can attend to work on a first in first out basis?

1 month ago

AntoniyaB.Superstar

asked in Ask a Peer

Internal Work Handover - Best Practice

Do you have work template in Karbon with tasks for team members when one colleague needs to handover work to another colleague? It’d be great to hear best practice ideas!

1 month ago

JanaRising Star

asked in Ask a Peer

Sequence of Sections

When we add a new Section I would love to have the option to have it appear at the TOP of the list rather than the bottom. I know you can drag and drop the Section, but this is inconvenient to do in a work item with many sections. Has anyone requested this feature?

1 month ago

Luciana ParoliBeginner

asked in Ask a Peer

Suggested Work Items disappeared from dropdown menu

Hi guys, Since last week there is a function that seems to be missing.Previously, in the Triage, when I selected the “Add to Work’ Icon, the pop up box had a list of work previously selected work. This saved me a lot of time.The dropdown list vanished last week, so this is what I can see. It is taking me a lot longer to keep my triage organised.I hope this can be fixed in the next update.Thank you!

1 month ago

LD7ESuperstar

asked in Ask a Peer

Create Work from Email is Missing

I just noticed it is no longer possible to Create Work from an email. Has anyone else noticed this or is this a system glitch?When selecting Add to Timeline previously there was an option under the Add To field to Create Work. This was super helpful. It is now missing.

1 month ago

Tom KneelandRising Star

asked in Ask a Peer

Tasks Organization

I’m having a difficult time using Tasks or My Week to organize and have clarity on tasks. Especially random to dos such as phone calls etc. Asana, Todoist, are great but this. Anyone have a good Karbon hack for this?

2 months ago

Bree Ponce De LeonBeginner

asked in Ask a Peer

Changing client basics

Hi everyone,Just wondering if there is a way to change client details - specifically client category. Under the contact - Details- client Basics- client categoryClient Category is currently being shown as Organisations, and it is meant to be Individual. However, I cannot seem to edit this when I press edit. Does anyone know how to change this within the client details? Any help is appreciated.

1 month ago

Deanne BillerwellBeginner

asked in Ask a Peer

Adding emails to jobs - has this changed?

When I used to add emails to jobs (only a few days ago), the job list would provide the most recent jobs accessed, but this has now disappeared. If I get multiple client emails, I need to type into the search box the job name for EVERY email. Is this the case for everyone else? If not, how do I get this feature back? We are already so busy, these programs are meant to help make us more efficient, I’m not liking this change.

1 month ago

Sampad GhoshBeginner

asked in Ask a Peer

Text Messaging Reminders

Our firm would really like to start implementing SMS reminders to our clients that can be triggered by work tasks or client tasks. Is there anyway of doing this through Karbon? Are there any workarounds that work well for your firm?

1 month ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Real estate tax retun referral — anyone intersted in a few extra tax clients?

I’ve got a client or two who have some real estate trusts and partnerships in different states. I’m looking for someone with specialized knowledge related to real estate operations in different states. Anyone willing to point me in the right direction?Thanks in advance. :)

2 months ago

Linda SkrlaBeginner

asked in Ask a Peer

Is anyone else experiencing any lag when using the search tool?

I am not sure if this is widespread or just our environment. But as of this week, I have experienced a lag with the search tool in Karbon CRM. As simple task to search a client contact for example. Anyone else experiencing this too?

2 months ago

Mitch WaldsteinRising Star

asked in Ask a Peer

CRM Functionality / Associating contacts with organizations

Dear Karbon,Is there any way to clean up the way we add and associate contacts with organizations. Presently, I advise my team to do it like this…. Please make sure “People” are linked to “Organizations” so the contacts are searchable, For individual contacts, add "Belongs to Organization", For entity contacts, go to "Details", "Accounting Details" and "Add Officer" It would be much simpler if “organizations” and People” had the same system for associating with one another. Many times we are copying and pasting contact details from the bottom of an email or from someplace else. When you go to add a new contact, can you please add a notes field so you can drop in the details, and then cut and paste them where they need to go. NEEDS A NOTES FIELDThank you!

2 months ago

Mitch WaldsteinRising Star

asked in Ask a Peer

CRM Associated Contacts

Is there a way to link associated contacts? At present, the only thing I can see is to add a “person” to an “organization”. Many times, the associated contact does not work for the organization. They may be a lawyer, a wealth manager, a referral source, a gardener… I’ve been adding my clients name to the notes section of each associated contact hoping “that” would at least help me refine search results. Even that doesnt work. Can we add a section for “associated contacts” in the details page? Can we make it easy to attach contacts together that work for different organizations? CRM basics when dealing with thousands of contacts… How do I know this person ? When did I meet them? Who are they associated with? Thanks!

29 days ago

Alex SkipperBeginner

asked in Ask a Peer

Clearing down low priority on mass

Loving the low priority feature and it keeping a lot of the junk out of my mailbox.. I am working on clearing this weekly however it still takes me quiet a bit of time. One thing that would be helpful and I am not sure whether this is possible would be to change the way items are sorted i.e. like you can in regular outlook, I would benefit hugely by sorting these by sender so that I can clear all similar items at the same time.. Wondering like I say if this is possible or how everyone else is using the low priority?

25 days ago

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 months ago

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