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753 Discussions
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753 Discussions

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BeverleyBeginner

asked in Ask a Peer

Email Merge Field

HelloI'm new to Karbon and looking to set up email templates to use in workflows.I would like to use merge fields to personal the emails and the information included but I am failing miserably.I found an article Karbon Merge Fields for Templates | Karbon Help (karbonhq.com) but I can’t work out how to insert a field.I would appreciate it if someone could give me some tips.Thanks!

3 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

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!

3 months ago

LD7ESuperstar

asked in Ask a Peer

Delete Documents Permanently

Is it possible to permanently delete documents from within Karbon? If not, does Karbon have a document retention policy available for review to determine if it is in agreement with our own?Karbon allows Archiving of documents which is referred to as “Delete” with archive in parenthesis after it in the help files. Then there is the functionality to Unarchive a “deleted” document which would indicate deleted documents are not actually deleted.I have tried searching for answers through the Community and Karbon help. If someone has a link to a conversation regarding my question, I would love to have it added.

3 months ago

KatharineBeginner

asked in Ask a Peer

How track client source

Anybody out there find a way to track within Karbon each client’s source? For example is a new client came to me as a referral from another client I want to always now how they came to me or from a specific promotion or referred by a specific attorney.

3 months ago

Jen BarsugliaBeginner

asked in Ask a Peer

TimeKeeping Approvals

Hi - I was hoping that approving individual days for timekeeping was possible. Our Payroll periods end on the 10th and the 25th. Looks like we can only approve by the week. Anyone have a work around for this? Thanks!

3 months 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.

3 months ago

Jaylaka MatthieBeginner

asked in Ask a Peer

Looking for a contractor to help with API across multiple platforms

3 months ago

Madeline MillerBeginner

asked in Ask a Peer

assignments

Hi Karbon Community, I would love to hear how others are using the assignments tab? I am finding useless without the ability to at least sort by date (would like other sorting as well) . But a lot ends up in there. How are you using it and keeping it clean?

3 months ago

DianeKSr. Community Champion

asked in Ask a Peer

Assignment Screen in My Week?

I have seen several references to an assignment screen in My Week. I don’t seem to have this feature. (unless I am just missing it - highly possible) Is this a beta testing feature?If this allows you to see only items currently assigned to you, I will kiss a designer. I have wanted that feature since My Week was introduced. I have at least one task on every piece of work in our firm. My My Week is ridiculous and hard to use since most of the items in it are not assigned to me.

3 months ago

Ben ZacharyBeginner

asked in Ask a Peer

Is anyone using VXT Phone Service and their new Karbon integration?

We are looking at switching our VOIP service provider and had a demo with VXT. Is anyone currently utilizing VXT and the new Karbon integration that would be willing to share their experience with it?

3 months ago

Madeline MillerBeginner

asked in Ask a Peer

How to best use "thumbs up"

I noticed that when someone “thumbs up” a comment it does not notify me of the numbs up in my triage. This seems unhelpful as I would have to go back and look for the thumbs up to view the acknowledgement. How are others utilizing the “thumbs up”?

3 months ago

Madeline MillerBeginner

asked in Ask a Peer

Searching the Triage on my phone

When looking through my triage on my phone I would like to be have to search a historical email sometimes. There is a way to do this on a browser, but I am not seeing the functionality on my phone. Am I missing something or is this not available?

3 months ago

Sandy HillBeginner

posted in Ask a Peer

Time

How do I see the total billable time versus non billable and the dollar amount for each daily timesheet?

3 months ago

Dana FogleBeginner

asked in Ask a Peer

Notes Backup

As I use Karbon more and more to document client notes, I am wondering if these notes are backed up anywhere?

3 months ago

Nadia Kawalilak

asked in Ask a Peer

Organizing emails

I am wondering if there is a feature to add a label to emails so that I can organize them according to specific categories so they do not all get lost in the “clear” area. I know there is the option to add the email to Work orders and Client Portfolios but I am wondering how to organize emails outside of these features. Please let me know 😊

3 months ago

MaryQuickBeginner

asked in Ask a Peer

What happened to the "All" tab in Global Search?

Not long ago a new tab called “All” was the default tab in my global search - I found that really useful so I didn’t have to keep clicking between “Client” “Work” tabs when searching - but now that tab has disappeared!

3 months ago

Zoë GranvilleBeginner

asked in Ask a Peer

Email Karbon Calender

Is it possible to email / send out your calendar in Karbon?

3 months ago

Ivan RiosBeginner

asked in Ask a Peer

What tax software are other firms using that works good with Karbon?

I would like to hear from other firms what tax software they are using that works great with Karbon. We currently are using UltraTax and it doesn’t integrate with any other third party.

3 months ago

ChristinaBeginner

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?

3 months 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!

3 months 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?

3 months ago

Peggy PastoreBeginner

asked in Ask a Peer

separate jobs under the same client

How can I set up multiple jobs under a client with their own work flow. I need to track the work completed under each individual job.

3 months ago

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