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- 549 Discussions
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How to get Client Tasks to work with multiple contacts
I’m racking my brains trying to work out how to make these work with our clients. They are not working as well as I'd hoped because:1) Client gets overwhelmed with a large volume of emails saying tasks have been updated but they can't see which one without opening all. We had a more effective process before using Trello.2) Can't copy multiple people in on the list. Can't share a list. Pain in the bum to duplicate a list. And of course, that risks two people actioning the same task. Clients expect to be copied into tasks I am setting their team members to action to make sure that I'm progressing their job. most of our clients are quite large so in 70%+ of our clients the ToDo list would go to muliple people - Co-Directors or A Manager and the Team Member. Client Tasks is THE main reason why I signed up to Karbon but they are just not working for me.Wondering how more experienced Karbonites are using this feature!
Hi guys, I am fairly new to Karbon.Just wondering how everyone is managing client according to their needs and types of services provided. For instance, if want to quickly find clients who are individuals with business schedules to assign them specificly tailored templates for tax work, or if you want to pick ones you are doing BAS’s for.In our tax lodgment software, we have ability to assign Extra fields and then do reports based on certain parameters. Wondering if something similar exists in Karbon.I notices, you can add “Services” to clients in their details section but it doesn’t seem to do anything. Kind regards,Elena
Setting a task to working on now
sometimes a client will call me to ask about the status of his return. I click on the magnifying glass to search for the work. then i open the work. I see which tasks have been marked off and where the project is - then i think i should put this at the top of the queue to finish off today. There doesn’t seem to be any way to mark a task to put it in My Week as “working on now” while i’m in the project. Is that right?
Client Portal for clients with multiple entities
Hi everyone! Overall we are loving the Client Portal, however we are running into HUGE issues with clients that have multiple entities in their business.We don’t currently have the entity name in each work item. As a result, when they open up their portal, they have no way of distinguishing between entities.The only fix I’ve found at the moment is to add the entity name to each work item, but it will take me hours to do.
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Privacy setting for Person Contact to reflect Organisation Privacy setting
I’m not sure if something might already exist or if this would need to be a feature request.Wanted to know if there was a way to set the Privacy of a Person Contact to show visability of communication connected to their contact card to only those who are also part of the client team for the organisation. Eg. “John” has sent an email to us (CBC) this email is automatically connected to “John” as a personal contact, then connected to any relevant work & Organisation “Company A” that applies.“John” has a Public privacy setting, but “Company A” is Private. The email can still be seen by everyone at CBC (total 10 people) from the timeline for “John” but we want to limit the privacy to that of the Organisation for this email now that it has been connected to “Company A” (client team of 4).We have a few person contacts, that are connected to multiple Organisations. And these Organisations have different client teams, we would like to limit visibility by Organisation and still have the opt
Placeholder in Work Names
Is it possible to add a placeholder (like <%client_name>) in a work template, so that when you assign work it automatically adds the placeholder to the work name? Example: Template Name: 1040 Individual Return <%client_name> Once work is assigned it becomes: 1040 Individual Return John Doe
I am wondering if other peers have the same feeling that the it is not convenient to locate and find the past emails, communications, notes easily. I am wondering it will be good if following can happen:Current search doesn’t show up the comments, but comments is now a very important communication internally Karbon encourage to replace emails for internal communication, so the search should cover comments to enable us to find past comments easily. When we search something, Initially, it should show up all the results no matter it is email, note, work or comments. the tab for emails, notes etc. can still be there, but it will serve as filter function.
When I reassign recurring work to another person, their tasks need to be reassigned separately
Hi everyone, I’ve come across this a few times now and wondered if anyone has a better solution. When a recurring work is being reassigned to another person (from the Repeats Settings), the tasks in the repeating work still remain with the previous account manager, how can I make sure it gets updated on both places without having to open all work and scroll down through the tasks and reassign?
Repeat Preview seems to be missing
Has anyone else noticed that the repeat preview section no longer shows a preview of the repeating name when adding a placeholder to a work naming convention?Previously, I would see the name of the repeating work item in the repeat preview area when I added a placeholder. If it wasn’t what I wanted, I could adjust it before I create the repeat. Now, this area remains blank and I have to create the repeat, look at the item’s name to see if it was what I wanted and if not edit to change the placeholder.Anyone else seeing this issue?
Time off in lieu (TOIL
How are your team recording their TOIL of their Karbon timesheets? I need to devise a system for staff to record their time off in lieu. A system we came up with in our last time recording software was to record negative time to a code. For example, if someone worked one extra hour in a day they log all time that day to a client/work item as usual then they would log ‘-1’ hour to the TOIL code, then, when they wanted to take the time off they would log it to the same code and they could run their own report against this code to track. We can’t log negative time in Karbon, so I’m wondering what others do? The best I can come up with is for everyone to keep a TOIL note at the bottom of their timesheets each week (e.g. brought forward hours +/- this weeks hours) but it’s a bit of a faff ! Do you have or have you seen any better solutions? Many thanksEmily
Placeholders where does they came from
We have an issue when sending emails to client with client tasks or reminder. Our email template was setup with placeholder but how do we know what is the placeholder information. For now we use “preferred name” and “client name” but in both case it is using the company name so our email state Hello “company name” instead of the actual contact name. Is it a problem with the setup of the placeholders or with the way the contacts were setup?
Hi, been watching the client portal webinar and all looks fantastic - great work!A couple if questions:If a client has multiple entities in Karbon that are managed with the same email address, are they able to create logins to see work for each entity? e.g. company, individual, trust? Or will they only be able to see the work for the ‘main’ entity their email address is assigned to ? With the client portal and completed tasks - is there anyway to sort these in a particular order (eg date most recent) - I can;t tell how completed tasks are sorting by default and a text task I have just completed appear 2/3 way down the list. After creating an account the confirmation email that a client receives comes from “Karbon Concierge” - most clients will have no idea who this is and will miss the practice name (in the subject line) - could this be changed to the practice’s Company Name field (in Settings, Account Settings)?Many thanksRob
Best Practices for Clients with Specific Email Address Requests
Curious what your best practices are for situations where customers have specific requests for what email address you use for certain types of items. We have a number of customers that would like us to email them to their personal email addresses for specific items, and business addresses for other specific items, but it is not cut and dry. We are not emailing ‘all personal items’ to their personal email address, and ‘all business-related items’ to their business email address. This seems to be most specifically when someone else may have access to their business email address, so they want something business-related sent to their personal email address.It is quite difficult to manage these requests across customers, despite our best efforts, and aside from adding notes to every work item or the timeline there’s no super clear way to add this information that will be accessible when a colleague is emailing that customer, an inevitably we don’t do a perfect job at choosing the correct e
By the chance of the implementation of connection of Karbon to our DMS-sharepoint, I am re-thinking our folder structure. Due to we are full service provider, there are too many level of folders and I cannot think of a way to avoid that, below is a typical folder structure and level we currently have:First level folder: client name2nd level: service type (ie, bookkeeping, financial report, income tax return, ad-hoc advice, etc3rd level: no.of financial year ,ie FY2022, FY2023, etc.4the level: if the work is monthly, there will be month no., e.g., July, August and so on and so forth5th level: nature of document, ie, workpaper, client PBC, review documents etc. What I am thinking specifically:Anyway to avoid using the folder, but we can still file the documents in an organized way and can search and find files very quickly when needed. I thought of Metadata, however, don’t know exactly how that is implemented If still using folder structure, is there any other better structure, like t
CRT click on work
Typically when I crt click on a link it opens the link in a new tab. This is true for every link on the internet. However when I try to do that on the name of a work, I get a pop-up with the job info. How do I stop this from happening so I can open it in a new tab? It’s really interfering with my workflow to not be able to do this and getting this pop-up instead. Thanks!
Work Around for lack of Tags / "Multi-homing"
We have work that we want to discuss in our team meetings. However, finding a way to create a list in ‘work’ filters is difficult. We did add a status of “staff meetings’ to work that we wanted to discuss BUT of course, that is messy. What do you do to create a filtered view of work as an agenda of sorts for meetings?
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