Question

Karbon communication

  • 20 November 2023
  • 1 reply
  • 10 views

Good day

How do you change the client communication template for the organisation, not just one client?

Also how do you add a new client communication reminder?


1 reply

Userlevel 7
Badge +15

Hi @Siza Dlamini,

You can edit a Work Template by following these instructions: https://help.karbonhq.com/en/articles/5325202-create-and-customize-work-templates#h_3e2e75b6f6

These instructions talk about reminders: https://help.karbonhq.com/en/articles/1524688-send-client-requests#h_a13af8940a

Does that help? 🙂

Reply