Community Feedback

Share your thoughts or ask questions about our community platform

  • 45 Discussions
  • 215 Replies

45 Discussions

S
Rising Star
Stephen RoosRising Star
asked in Community Feedback

Delete repeating work...but it comes back?

We were recently surprised when over 400 new work items appeared on July 1.  Apparently, these were created by repeating work for a template that we no longer use.  The prior administrator set up the Work Item for every client in our database when we first started using Karbon. Ugh.Our concern is that we can delete these 400 work items, but they are just going to be created again next year. So, the first question: do we have to Delete Repeat, then delete the Work Item for each of the 400?  Second question: if the answer is “yes” to the first question, are there any shortcuts to Delete Repeat and then deleting the work item one at a time?

1
J
Superstar
8 hours ago
A
Karbon Team
ajtheaccountantKarbon Team
asked in Community Feedback

Client Request - Hyperlink

Why can’t we hyperlink the directly in the client request without having to add it to the description? 

2
Rebecca Williams
Sr. Karbon Community Guide
4 days ago
M
Beginner
Michelle ReillyBeginner
asked in Community Feedback

File Size Limit - Client Uploads

Karbon has a 50 MB file size limit for uploads within a client task.  Does anyone know of any workarounds for uploading files larger than 50 MB? 

3
LD7E
Superstar
15 days ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
posted in Community Feedback

Bulk Updating Work Items From Template

Hi Karbon Community We are exploring how we can solve this feature idea - If this is something you would want to do, we have a question for you:Would you expect all work schedules off the template to be updated to match the template or would you want to pick particular schedules (e.g. by client)? Please let me know in the comments below. Thank you! 

9
F
Rising Star
16 days ago
Kim Nixon
Beginner
Kim NixonBeginner
asked in Community Feedback

When Moving Items in My Week Cursor Jumps to Different Location

If I have 50 items in This Week and I’m trying to move them around, each time I click on one of them to move, the cursor jumps me to a different location in the list of pending items.  I would like it if it would stay where I scrolled to so that I can move quickly through the list.  Having to scroll back to where I was each time I move something is an annoying time waster.  Does anyone know how to fix this?  I’m hoping it’s a setting and not a glitch.  Thanks!

0
Kim Nixon
Beginner
1 month ago
C
Beginner
Christina WolfromBeginner
asked in Community Feedback

Can I see all comments that I create?

Hi all - is there a way that I can review all comments I have left throughout Karbon - on emails, work items, tasks etc? Sometimes I ask my team members to do something on a work item or task, and when I want to follow up and see if they responded (and I accidentally cleared it through triage), I have to remember where I left the comment and search for it. Is there a way to view all of my comments? 

0
C
Beginner
2 months ago
L
Rising Star
Laura RowerRising Star
posted in Community Feedback

Managing Partner Mailboxes

We have an Administrative Assistant who has shared access to our 3 Partner’s email inboxes. She has been helping them by doing an initial overview of their inbox to identify emails that could be delegated out to other members of the team or easy client requests that she could take care of herself. This was designed to help alleviate Partner time spent reviewing emails.Since the mailboxes aren’t set up as true “Shared Inboxes” and the email address is already tied to the Partner’s Karbon account, the Administrative Assistant doesn’t have access to their Triage in Karbon. Now the Partners are back to spending too much time delegating items out of their Triage.Does anyone else have a similar situation or know of a solution that might work within Karbon?Thanks!

3
L
Rising Star
2 months ago
D
Beginner
Debbie TheobaldBeginner
posted in Community Feedback

Karbon Not Responding

Is anybody else having issues with Karbon not responding?  Our workforce has Karbon showing a spinning wheel.  I was booted out and logged back in but still have a spinning wheel.

0
D
Beginner
2 months 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?

4
M
Beginner
2 months ago
Beth Miller
Beginner
Beth MillerBeginner
asked in Community Feedback

EOS (Entrepreneurial Operating System)

Currently implemented EOS (Entrepreneurial Operating System) into my firm.  Reaching out to see if any community firm owners are using Karbon for EOS management?  Has Karbon helped you to keep your goals/rocks/issues/to-dos tracked and monitor progress for you and your leadership team?  Appreciate feedback.  

12
J
Rising Star
2 months ago
Maxs
Beginner
MaxsBeginner
asked in Community Feedback

Offshore staffing

Hi Karbon community!I am currently exploring offshore staffing options for my firm and would like to hear from other professionals who could share feedback?Thanks!Max

0
Maxs
Beginner
2 months ago
Brandy L Owens
Beginner
Brandy L OwensBeginner
asked in Community Feedback

Login options

Would love to see Apple added as a login option to integrate with Karbon. Forcing Mac users to pay for subscriptions to Microsoft or Google when it may not be needed for them creates unnecessary expense. Love that Karbon utilizes tech stack for login and integrations. Would just like to see Mac users and the Apple ID included in this. 

0
Brandy L Owens
Beginner
3 months ago
Angelica Choppin
Beginner
Angelica ChoppinBeginner
asked in Community Feedback

PDF's hidden in emails

Has anyone noticed recently that when adding PDF’s to an email in Karbon, they are setting hidden behind the toolbar? I noticed this happening last week. 

4
drich208
Superstar
3 months ago
J
Beginner
Jade LiBeginner
asked in Community Feedback

Comments experincing delays

Hi team, client advised there are delays when I replied comments to them  e.g. one client (who normally acting extremely prompt in emails) - would this due to our internet issue/system responding or anything else we need to know? Do we have any data to refer- e.g. PINGs Or probably that was client side internet issue? as others doesn't seem to have such issue.

0
J
Beginner
3 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! 

101
Cherie Coscos
Beginner
3 months 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. 

16
T
Beginner
4 months ago
Georgie Kingham
Beginner
Georgie KinghamBeginner
asked in Community Feedback

Karbon Archived Users

When I go to submit my timesheet, Karbon automatically wants me to submit it to a user who is archived and no longer working for us. It also suggests a list of people I can submit to however some of these people are removed from Karbon. How can I change this?

1
Rebecca Williams
Sr. Karbon Community Guide
5 months ago
M
Beginner
Mackey McNeillBeginner
asked in Community Feedback

dictate feature

All Microsoft products, word, and outlook specifically allow you to dictate an email or a document. In Karbon everything has to be typed. This is inefficient and time consuming and for me, I resist using Karbon because of this.  Since Karbon somehow works with Outlook, I would like this feature added.

0
M
Beginner
6 months ago
OTIS COMSTOCK
Beginner
OTIS COMSTOCKBeginner
asked in Community Feedback

Citrix - Sharefile

Thank you for reading my question, and hopefully, take it under advisement because it would be a tremendous asset to many, many, many people that I have talked to. My suggestion/question is, is there any way to connect the Karbon document management system to Citrix ShareFile? I don't use Dropbox or OneDrive. I want to join the documents I'm working with and Karden's work. I'm considering changing systems: I need a place to consolidate my records. Connecting to ShareFile would be a tremendous asset to our office. Thank you very much. Hopefully, a favorable response is in store. 

0
OTIS COMSTOCK
Beginner
7 months ago
A
Rising Star
Angela MilesRising Star
asked in Community Feedback

Sage backup files

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0
A
Rising Star
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).

2
Cate
Rising Star
8 months ago
Sandi Pike
Beginner
Sandi PikeBeginner
asked in Community Feedback

Unsend email

Is it possible to request to the developer team to add more time to “unsend an email”  to at a minimum of 30 seconds.  Like someone mentioned a long time ago, if you only have 5 seconds, it seems irrelevant to catch it that quick in 5 seconds.  😊

0
Sandi Pike
Beginner
9 months ago
Michelle Fisher
Beginner
Michelle FisherBeginner
asked in Community Feedback

Discounted users who only utilize Karbon Time

Hi! We recently switched our accounting team to Karbon time, and are liking that functionality, especially with the KPI features we have subscribed to.Because of the high cost per user for Karbon, we do not have our contractors on Karbon, so they are still logging their time in QuickBooks Time. This divide obviously causes inaccuracy in our KPI data, as well as a much longer invoicing time for the clients who are billed on an hourly basis (most of our clients are fixed fee, but we do have advisory clients and some hourly billed clients that we need to manually bill at month-end).Is there an option for discounted users so that we can enforce Karbon time tracking across our entire company? The sooner we are able to do this, the better.

2
Clara Mackey
Beginner
9 months ago
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? 

5
OTIS COMSTOCK
Beginner
9 months 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
10 months ago

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