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Does anyone know if there is a way in Karbon to search by client UTR or client references, such as Company Number? We are trying to work out a way of doing this in Karbon, but it doesn’t appear that you can search by client references at the moment

We do not rely on client numbers or other reference information for tracking clients. We only use the client name. I wish I could help. 


Hi - it’s not possible. I asked Karbon in a chat. I have proposed it as a development request. 

 


Hi - it’s not possible. I asked Karbon in a chat. I have proposed it as a development request. 

Will you link it here so people searching for this topic can vote for it? I will vote for it, too. 😀


Hopefully this works. 😀

Search for client by UTR | Karbon Community (karbonhq.com)


Voted! 😀


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