Question

Searching by client references and UTR numbers

  • 31 March 2021
  • 5 replies
  • 47 views

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


5 replies

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

 

Userlevel 7
Badge +19

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. 

Userlevel 7
Badge +19

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)

Userlevel 7
Badge +19

Voted! 😀

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