I’ve got remote bookkeepers (subcontractors) who do not have direct contact with the client. I need a way to track who I’ve assigned the work to without adding them as users. Thoughts?
Best answer by Terri Warren
View originalI’ve got remote bookkeepers (subcontractors) who do not have direct contact with the client. I need a way to track who I’ve assigned the work to without adding them as users. Thoughts?
Best answer by Terri Warren
View originalHi Nancy!
One option you have is to assign client requests to the remote contractors and use automators to switch the assignee of the work from your in-house staff to a placeholder staff account (you can add non-billed accounts to Karbon by inviting non-existing email accounts that never accept the invite).
Your client success manager (CSM) might also be able to help.
Does that help at all?
Great suggestion
Another option would be to create an internal fake “colleague” with a made up email address, assign the work to that fake colleague to track exactly which contractor you are working with and who’s work is outstanding.This and other options would take some finesse but your request is doable.
Thanks!
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