How to submit your Karbon feature idea

  • 14 January 2022
  • 38 replies
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38 replies

We record our client calls by creating a note on the clients timeline. Unfortunately, from there we aren’t able to copy the clients number or click on the client and from the contact details click on the contact number: Comes up “Phone number is not available” (like you can with an email address). 

Userlevel 7
Badge +12

@Travis Cavanaugh that is a great idea - make sure to actually create a feature request so others can vote on it!

 

Can you add the ability to pin a note directly from the new note, rather than having to go back into the note and pin it? Or even making that pin option a little bit more accessible?

 

Another thought, we use the “Add a comment” option when assigning work items to others. Is there a way to convert this to a note that is on the timeline rather than subtext to the work assignment?

Would like to be able to drag and drop or copy a single task or entire task list to the "client request" section.  Right now I’m not able to move tasks between types of tasks.  Also, since I cant export a task list to Word/Excel, I have to retype the whole list.  Super bummer.

Userlevel 7
Badge +12

To be able to sort emails in my week so they are organised in order of priority.

 

If that wasnt possible is there some to type of pin/importance button that could be added?

 

I use Karbon mainly for project management and even though we have several work templates there is no way to identify an important email for time management or importance. If you could pin an email in my week that also pinned it to the top of the email timeline then everyone working on that client could see something quickly that is of importance instead of checking every communication for it.

@Victoria Beasley have you looked through the existing feature requests? I know there are several related to better organization of emails in My Week.

You can find Feature Requests in the menu at the top:

 

If you don’t find an existing request, you can create a new one so others can vote on it!

To be able to sort emails in my week so they are organised in order of priority.

 

If that wasnt possible is there some to type of pin/importance button that could be added?

 

I use Karbon mainly for project management and even though we have several work templates there is no way to identify an important email for time management or importance. If you could pin an email in my week that also pinned it to the top of the email timeline then everyone working on that client could see something quickly that is of importance instead of checking every communication for it.

If Karbon could have a dark mode option like other websites do, my eyes would be thankful.

Userlevel 4
Badge +5

Groups in Karbon:

If an entity is part of a group then any emails / notes / work for any entity in Karbon should by default be allocated to the group.  If a Group (Client) has multiple entities, then it can become frustrating to find the thread you are looking for 

Hi @Ben Gay can you please add this as a feature idea? To do this, click the ask question box at the top of the page and select ‘idea’. This means other Karbon users will be able to discuss your idea and vote. 

Groups in Karbon:

If an entity is part of a group then any emails / notes / work for any entity in Karbon should by default be allocated to the group.  If a Group (Client) has multiple entities, then it can become frustrating to find the thread you are looking for 

Userlevel 4
Badge +5

Hi @Kevin Umanzor and @Beth Meyer. Can you please add these as individual feature ideas so other Karbon users can vote? 

There is chance these feature ideas have already been added so I also recommend searching for them first and then voting if they exist already. 

Thank you 

y3p, To submit a feature request, log in to Karbon Community by clicking Help and Feedback, then Karbon Community. Once you're logged in, you're able to click on Feature Ideas in the top menu.

A date field at the client level.  Not only to track start date with the firm but that date could be used to trigger contract renewal or SOW review.

 

Thanks!

Userlevel 1

A good idea would to be be able to export Tasks to pdf, excel, word, etc.

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