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36 Discussions
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36 Discussions

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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.

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.

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.

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!

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?

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.

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.

Angela MilesBeginner

asked in Community Feedback

Sage backup files

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. 😊

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.

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?

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.

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!

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 .

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

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?

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.

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?

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! :)

A

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?

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

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.

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).

Jaime DanielsRising Star

asked in Community Feedback

Spell Check in Email

Improve Spell check in email

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?

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