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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

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

 


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. 

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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