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1054 Discussions
C
Beginner
ChrisBeginner
asked in Ask a Peer
Contact link in Practice Ignition and Karbon

With reference to this article: https://help.karbonhq.com/en/articles/2487653-how-are-contacts-linked-with-the-practice-ignition-integrationWe had a case that was not handled as per the logic in the above article.We added a client on PI with name Jane Doe for contact and client and email john@doe.com (husband’s email). The hushband John Doe was already a client on Karbon. PI then added the work item to John Doe on Karbon instead of creating a contact Jane Doe and adding the work.According to flow diagram in article:Are client and contact name the same: YesIs there a person with same name (not email) in Karbon: NoThus a new person should have been created in Karbon.Please clarify? Is name in the article also referring to email? If so I think the article should mention that.

1000
C
Beginner
3 years ago
K
Beginner
Katrina SpinazzolaBeginner
posted in Ask a Peer
Staff Absences

How do others manage staff absences in Karbon ? Often these may be unexpected and with NO visibility over Triage of that staff member  - I find it hard to manage emails or re direct to other team members 

893
Terri Warren
Superstar
3 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
published in Ask a Peer
TSheets FAQsF.A.Q.

Check out some answers to common questions you may have about TSheets, if you are unable to find your answer ask the community   Is there a way to remove completed items from job list into TSheets? You can easily hide jobs directly in TSheets by un-assigning the job in TSheets. Follow these instructions to un-assign jobs.    Is there a way to remove completed items from job list into TSheets? You can easily hide jobs directly in TSheets by un-assigning the job in TSheets. Follow these instructions to un-assign jobs.    Is there a way to remove completed items from job list into TSheets?   You can easily hide jobs directly in TSheets by un-assigning the job in TSheets. Follow these instructions to un-assign jobs.   I’ve deleted work in Karbon, will it delete in TSheets as well?  Karbon doesn't delete any job codes from TSheets. If there are work items you have deleted in Karbon, you will need to delete them in TSheets as well.    How can I delete custom fields in Karbon? 

1300
Erin Jamison
Karbon Team
4 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
published in Ask a Peer
Client Task FAQsF.A.Q.

Check out some answers to common questions you may have about client tasks, if you are unable to find your answer ask the community Why can’t my client access their client task list?  There is two reasons why your client wouldn’t be able to access their client tasks.  The work item has been completed They have expired, client tasks expire after 30 days of being sent. Re-opening the work item or resending the client tasks ill give them access again.     Can a Client task be sent to multiple people within the same organization? While you cannot send client tasks in one group to multiple people, each separate group (different client tasks section) can be sent to different people, with their own reminders and due dates. If you send each group to a different person, they will not be able to see each other’s client tasks.   I no longer want a client task to send, can I cancel it? To cancel the sending of a client task that is scheduled to send date future date, choose Cancel Sendin

2760
Erin Jamison
Karbon Team
4 years ago

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