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Share your thoughts or ask questions about our community platform

  • 51 Discussions
  • 230 Replies
51 Discussions
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

2
A
Beginner
18 days ago
C
Beginner
Chris NeophytouBeginner
asked in Community Feedback
Trouble loading Karbon

Hi I am having trouble loafing Karbon after the sign-in screen. Are there any known issues?Are there any server capacity issues as this is not the first time.It’s currently unuseable and this is not the first time.  

3
C
Beginner
1 month ago
M
Beginner
Melissa ReevesBeginner
asked in Community Feedback
Getting the same email multiple times in my Triage

I was just wondering if anyone else gets the same email more than once.I will go through my emails check the clear button, then the next day have the same email back in my Triage. Is there any way to make this not happen?? This wastes so much of my time. Thanks, Melissa

2
M
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? 

2
naomi_paulson
Superstar
1 month ago
A
Beginner
augieNPIBeginner
posted in Community Feedback
Feature request: Make Triage view more customizable

Hi all,Some of our staff is finding the new Triage harder to read and use.  If you are on a big monitor, you can easily see which messages you have opened and read because the bolded text is very clear.  However, on an average-sized laptop or similar device, there is no differentiation. The font size provided in the interface shows bolded and regular text exactly the same.Having the ability to customize the font size for headers could help a lot!  Anyone have a workaround?

2
A
Beginner
1 month ago
naomi_paulson
Superstar
naomi_paulsonSuperstar
asked in Community Feedback
Goals for Karbon Adoption—Seeking Ideas and Suggestions

Hello Karbon Community,We’re still currently in the process of ensuring all employees fully transition to Karbon, with most of our team already using it. However, not everyone is utilizing the platform to its full potential. To address this, my boss and I have decided to implement a monthly priority or aspect of Karbon that we want everyone to focus on and fully adopt. For example, by July 31, everyone was required to use Triage for sending emails, with Outlook being retained only for searching, printing/saving to PDF, and creating calendar events.As I plan our next four monthly targets, I’m looking for ideas and suggestions on what other aspects of Karbon we should prioritize. What are some areas your firm needed improvement in, or what features of Karbon have you found particularly beneficial to focus on? Any insights or examples would be greatly appreciated!Thank you in advance for your input. 

1
Rebecca Williams
Sr. Karbon Community Guide
1 month ago
Monica Volkov
Newcomer
Monica VolkovNewcomer
asked in Community Feedback
New Triage Look

Hello,The clustered look of the new Triage is incredibly difficult to work with. Is it possible to set “time” categories for emails like with the old look?For example: “Today’s Emails”, “Emails from this week”, “Emails from this month”, “Emails From Last Month and Beyond”Thank you,

1
drich208
Superstar
1 month ago
Kamal Thakkar
Beginner
Kamal ThakkarBeginner
posted in Community Feedback
Why change something that wasn't broken?

Hi KarbonThis is going to sound like a whinge but why do tech companies feel the need to change something that is not broken. I find the new look Triage very difficult on the eye and not at all an improvement on the user friendliness - quite the opposite in fact. A number of colleagues at our firm have echoed this feeling.There are so many other advances that could have been focussed on, such as the ability to have better editing functionality in Karbon, the ability to add multiple items to a timeline, or being able to view and deal with more than 50 line items in the Triage on screen - I certainly have struggled with this new look and I am finding myself reverting back to outlook these days compared to how much I really enjoyed using Karbon previously.I am not sure if I am posting this in the right spot but thank you in advance for considering if this comes on your radar.  

3
drich208
Superstar
2 months ago
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
2 months 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
2 months ago
Michelle Reilly
Rising Star
Michelle ReillyRising Star
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
2 months 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
2 months 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
3 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
4 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
4 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
4 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
5 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
5 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
5 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
5 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
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! 

101
Cherie Coscos
Beginner
6 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
6 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
7 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
9 months ago

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