I’m sure this is easy, but as a new Karbon user, who the Karbon Academy designates an “Expert”, I cannot find a way to get an email, that is a template in a Client Task, to be permanently changed. Someone last year put the phrase, ‘2021 business tax return...” and each time I have to go in and remove 2021...EACH time! Can someone give me a “how-to”?
Thank you for this!
Best answer by Ashley RhodenView original