Community Feedback

Share your thoughts or ask questions about our community platform

  • 26 Discussions
  • 152 Replies

26 Discussions

OTIS COMSTOCK
Beginner
OTIS COMSTOCKBeginner
asked in Community Feedback

Running Slow

What is going on with the Karbon Practice Management app/program? It is running so slow that it’s almost impossible to use. I can’t get a hold of Support, or all Support wants to do is talk. I’m tired of talking. I want something to work. Could someone please get my Karbon Practice Management to work? 

0
OTIS COMSTOCK
Beginner
7 minutes ago
Paul Sweeney
Beginner
Paul SweeneyBeginner
asked in Community Feedback

Revising available capacity for planning when team members are leaving

I have an employee who just gave two weeks notice of resignation.To utilise the capacity planning report it would be good to be able to1) set a future end date;2) end available capacity from that date so the when running the capacity planning report it shows the ability of the remaining team to handle the excess workload until replacement staff arrive. In the interim we’ll try the suggested workaround being to submit a time entry and use the Time Off Task Types to reduce the capacity of that user for the planning period they are looking at.

1
Rebecca Williams
Sr. Karbon Community Guide
8 days ago
Chris Gascoyne
Rising Star
Chris GascoyneRising Star
asked in Community Feedback

Safari users

Is it just me or is the platform moving further and further away from supporting Safari?I am getting wierd results when @mentioning people, where you can select a name in the drop down box but nothing populates in the comments box.  I also lose the cursor completely when typing comments in the box, such that when I open a comment, I can’t tell if I can edit until I actually start typping and then only the 2nd or 3rd letter of what I’m typing comes up!I regualarly have to clear out the cache due to random rendering issues and the Work screen is slow to populate after any change (like, 2-3 minutes slow), so I need to lan when I might need the information!

3
StuartK
Karbon Team
15 days ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Sorting email in triage

Dear Karbon, Can you please add functionality to “sort” emails in Triage? If you have this, where does it exist? This is different from the search feature you already have. Your search feature does not resolve my issue.  Use case, I have a busy week and receive 1000 emails. I cant keep up with my email and need to look at it during downtime.  62 of those are related to a particular client. I have no way to “sort” conversations related to that client, attach them as a batch to a timeline, and clear them all together.  At present, I have to open gmail in another window, sort them, and then hunt and peck one by one in Karbon to attach them where they need to go.  It used to be much simpler in gmail or outlook. I could grab all related emails, throw them where they needed to go and move on with my life. No w my inbox is severely backed up because of how long it takes to manually sort my email in triage. How do we resolve this very basis request?

3
Rebecca Williams
Sr. Karbon Community Guide
16 days ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Google Drive Integration

Dear Karbon,When are you planning to roll our Google Drive support for DMS (document management system)? Our while eco system operates in Google. Incidentally, our Karbon account piggybacks on our Google logins and gmail.   Any updates on ETA for this vital integration? We are hobbling around this until we can integrate fully.  Much appreciated for a response so we can project how to handle files until you resolve. 

2
Pauline Haydon
Beginner
29 days ago
J
Rising Star
Jaime DanielsRising Star
asked in Community Feedback

Spell Check in Email

Improve Spell check in email

1
M
Beginner
1 month ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Edit another person's notes / Collaborative notes

Is there a way to edit someone else’s notes? I understand that you can comment on a note. That’s not what I’m looking for. We need to have collaborative notes on topics where team members add. I find us relying on Google Docs instead of working in Karbon where we should be 

1
Rebecca Williams
Sr. Karbon Community Guide
2 months ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Multiple Work Assignees

Is there a way to assign multiple people to a work item? Multiple People to a role, so that work item can reflect a role?We have two onboard specialists that work together and three managers that need to collaborate on work items . 

1
Rebecca Williams
Sr. Karbon Community Guide
2 months ago
Kristine Gray
Rising Star
Kristine GrayRising Star
asked in Community Feedback

Calendar responses with messages

I struggle with the calendar response emails that I receive in Karbon. If someone writes a message on their response it doesn’t show up in the Karbon triage email. I have to go to Outlook to see if there’s anything written.Can this be fixed?

11
SamG
Karbon Community Guide
3 months ago
Darren Fortune
Rising Star
Darren FortuneRising Star
asked in Community Feedback

In Status timer

Do we have a glitch that’s developed on the In Status time in the list work view.  It’s showing in Days Hours Mins…. it’s a bit excessive as you only need to see number of days.  Looks too busy with full format

3
SamG
Karbon Community Guide
4 months ago
A
Beginner
Angela WaltersBeginner
asked in Community Feedback

Karbon Certification Badges

Can the Karbon Certified Expert badge be added to your profile on LinkedIn? If so, how?

1
Rebecca Williams
Sr. Karbon Community Guide
5 months ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Community Feedback

New to the community? Introduce yourself here!

Welcome to the Community!    We’d love to get to know you a better, so please introduce yourself! Here are somethings you can add to your introduction:  Your Name What you do Favorite aspect of your job Favorite hobby to do outside of work  Fun fact about yourself Reply with a quick introduction so we can get to know you better! 

97
max
Sr. Karbon Community Guide
6 months ago
Khryzia Largo
Beginner
Khryzia LargoBeginner
asked in Community Feedback

Notifications - a friend or a foe?

While I have seen a lot of requests, discussions and questions regarding getting notifications here on Karbon, I think it’s high time we implement changes on the notification preferences each user has. Different users, different purposes of using Karbon.I understand that the absence of the sound notification is to encourage deep work; however, on the other hand, other users depend on client submissions, or fast-paced email conversations with colleagues as deep work. Bottom-line is, I think one way to achieve a win-win situation is to provide users the option to modify and set their preferred notification style -- one of which is adding an alert sound once a new item in the triage comes in. Our dear developers might already have an update about this that I might have missed. Please enlighten me. Thanks so much! :)

3
Aliesa Jackson
Karbon Team
6 months ago
B
Beginner
Brooke RichardsBeginner
asked in Community Feedback

Charge out rates

Hi all,Is there a way to add charge out rates/base rates to colleagues for time tracking and billing purposes? 

2
J
Rising Star
6 months ago
Stacey Taylor
Beginner
Stacey TaylorBeginner
asked in Community Feedback

Repeating work Work Naming Convention

Hi,It looks like the options for Working Name Convention have been updated so there is no singular year option available anymore under Repeat Previous Period. Instead of having, for example, “ 2023 BAA” which is what we want, it is now showing as “2022 - 2023 BAA”.Is it possible to have this option added back in please?Thanks in advance, Stacey

1
D
Rising Star
7 months ago
Donna Cox
Beginner
Donna CoxBeginner
asked in Community Feedback

My Week work not showing up

We have setup recurring work and my staff have done part of the work and I need to complete it but it does not show up in my week. 

1
Victoria Peters
Sr. Community Champion
8 months ago
Jeremy Wells
Rising Star
Jeremy WellsRising Star
posted in Community Feedback

Delete Repeat Work

I’d love to see the following for deleting repeat work:Make it an option by either clicking the repeat cadence under “REPEATS” in the main Work view or under “Edit Repeat Settings” in the Work’s three-dot menu. It’s several clicks and a full-page scroll to get to Delete Repeat currently. When a contact’s “Contact Type” is changed to “Inactive,” automatically delete all repeat work for that contact. After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also).

0
Jeremy Wells
Rising Star
8 months ago
Pauline Haydon
Beginner
Pauline HaydonBeginner
asked in Community Feedback

is there a plan to have the option to export directly to sheets & docs?

it's great to see growing integration with g suite apps… when will we see the ability to export directly to google sheets & docs? We use g suite for everything as you’re killing me with the copy and paste into sheets to share with my team…

2
Rebecca Williams
Sr. Karbon Community Guide
11 months ago
Michael Dawes
Beginner
Michael DawesBeginner
asked in Community Feedback

Download All option requires entry of folder name for each file being downloaded

When you select Download All attachments and the folder displayed is not where you want to save the files, you then have to change the folder for every file being downloaded.  Karbon should save all files to the newly nominated folder without having to do it for every file being downloaded.

1
Aliesa Jackson
Karbon Team
1 year ago
K
Rising Star
Ken RogersRising Star
asked in Community Feedback

Karbon and Intuit Practice Management

In general - when we see the planned updates and a future roadmap for Karbon - how does that translate to planned updates and a future roadmap for IPM?

2
K
Rising Star
1 year ago
Johann Goree
Rising Star
Johann GoreeRising Star
asked in Community Feedback

Certification levels

Can the certification be broken down into different levels? Not all my team need to know how to set up templates and have access to insights but all need to know how to work in Karbon and communicate in Karbon so a standard level and an expert level of training would be great. At the moment I’m only asking managers and above to undertake Karbon training but would love to get all staff to understate a more basic level as part of their induction to the business and processes

8
A
1 year ago
Johann Goree
Rising Star
Johann GoreeRising Star
asked in Community Feedback

Training Material Updates and demos

Firstly, when will training modules for the new features be available? I’m think specifically the document storage, calendar and practice insights? Secondly for products that are additional costs like the new insights feature, it would be great to have pre recorded demos available on this community to watch and help us decide if we want to book calls and trials on the additional features. 

1
DianeK
Sr. Community Champion
1 year ago
Mike Liang
Rising Star
Mike LiangRising Star
asked in Community Feedback

Bug fixing and new feature request

Karbon and peers, Currently, I understand there is no central place for reporting bugs of Karbon system. I only know the place to request new features. However, for existing features, if there is a bug (e.g. below), I would strongly a place either in this community of somewhere else for the users to report. I hope all the bugs can taken care by the development team of Karbon serious and timely and trackable. Can other peers echo this idea? The reason is simple. Client Group:  When a client is added to two or more client group. When we do the filering of work by client group, the work of the client only appear when you filter the first client group. However, when you filter other client groups where the client is a member, that work won’t appear.

3
Melanie Shores
Beginner
1 year ago
A
Beginner
Admin EMBRACEBeginner
asked in Community Feedback

Search to do items

There is no direct way to search to do items? Only by looking at email and notes. Can I please suggest in the future that there is an option for this. Thank you 

3
DianeK
Sr. Community Champion
1 year ago
DavisCPA
Beginner
DavisCPABeginner
posted in Community Feedback

Karbon vs Intuit Practice management

I think this is ridiculous, especially for those of us who have been with Karbon from day one but even for new customers.If you buy Karbon from Intuit, the pricing per month per user paid monthly is Team $60, Business $85 and Enterprise $99.  This does not account for any discounts intuit is currently offeringIf you buy it directly from Karbon, he pricing per month per user paid monthly is Team $75, Business $99 and Enterprise $??.Clearly, intuit is not doing this for free, so they are paying and even lower amount to get the service.

1
CarlaCaldwell
Rising Star
1 year ago

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