Does KarbonAI’s roadmap include client meeting recordings, and summarization of key points and action items from the meeting?  Also, summarization of client emails, so that management can easily understand what’s happening at an account. This would be a nice feature that would eliminate the need to buy an external summarization tool(s).

We need the ability to customize the logo for a Client Request Email. 

It’s causing significant confusion for our clients during the onboard process. 

We work with government clients who are trained to not click links from emails they don’t trust. They are not familiar with Karbon and it’s creating confusion and trust issues. 

Is there anything at all we can do to solve this problem? 

Hello,

Is there a reason we aren’t able to create folders on the Karbon homepage? It would be really helpful to be able to categorize things without going into different work items. There are lots of items that don’t really belong in work items but are still important to keep. 

Thanks. 

A great feature would be to add on to the shared triage that for outlook we have our own email, but we have several shared emails that the team can access, but these emails don't have their own log ins. So it would be great to be able to add the shared emails without log ins. 

@Brooke Foster do you mean when you get the initial notification of a work assignment? I made a feature request related to this that might be what you’re looking for - have a look and add your vote (and maybe a comment) if you think my suggestion would help with your issue!

I need to see the Task type in Karbon Triage when something is assigned to me - it will advise me immediately how I need to action it. I have to open up every work assigned to tell if it needs review or ready for invoicing etc - Its so frustrating. If i could see what it was I could clear it and then check my work views when I am ready to work on reviews or invoicing.

Thank you

Hi @Jona Kastrati,

I think this feature request exists, vote here

Other related requests as well:

I hope that helps

A good idea would be to be able to add 2 time trackings at the same time. for example when you are working on a client and you just want to pause to do sth in another client’s file. we can just pause one timer, and start nother time tracking , when we finish, we stop the second and be able to continue with the other client, the first one. 

Hi @Jamie McGowan,

To create a feature idea request you need to click the link below and detail your idea

Then others can vote and comment on it:

https://community.karbonhq.com/topic/new?type=idea

Can you release an option to either restrict Standard Users from deleting contacts in Karbon and/or deploy the ability for Admins to recover a contact should this have been done in error.

Hi @Jezlie Arciga,

To create a feature idea request you need to click the link below and detail your idea

Then others can vote and comment on it:

https://community.karbonhq.com/topic/new?type=idea

This was recently announced for Client Requests

Hi,

I’m suggesting, is it possible to link the Task Types to Work Types.

Say for an example, if I am on an internal job it is never billable.

Once I choose an Internal I should not have the option to choose any billable items.

Thank you!

We use a document management system for workpapers etc, it would be great to be able to print all comments from a work item into a PDF.

Was hoping that we could be provided with timestamps of when edits are made to comments or notes. Currently just see date/time of when it was created.

@Luis Villegas and @Elma Kmetas - please create a Feature Idea post for your suggestions as this is what the product team monitor to get a sense of what features are most popular requests.

Meeting details from Teams do not import properly.

Right now the meeting details import as plain text and and the hyperlink to log into the meeting doesn’t work its plain text, for each meeting i have to open the invite attached which launches outlook and then i am able to clink on the meeting link to join in. 

Should be an easy fix. 

Hi Karbon Team,

Karbon recently released a fix to the download functionality in the “Documents” tab of Karbon. After the release, when downloading multiple files, they will download to the downloads folders in a Compressed (zipped) Folder. Previous to this release, when downloading multiple files they downloaded into the downloads folder as individual files.

We’d like to request, for our Karbon users, that when downloading multiple files they download into the downloads folder as individual files and NOT in a Compressed (zipped) Folder. Can the Karbon Team, for our Karbon users, revert us back to this functionality? Or is this now the normal download process for all of Karbon’s clients?

Please advise and thank you!

Luis V.

@Nadia Kawalilak Thank you.  I have adjusted color, brightness, gone to warmer colors, etc - it helps some, but doesn’t eliminate the problem.  

@Helen Cabot I am sorry to hear about your headaches 

Something I do is adjust my brightness and color on my screens/monitor which helps a bit but I agree, there should definitely be a dark mode option as this is available pretty consistently with other platforms. 

Pretty please!  Most of what I do is in Dark Mode and since I started using Karbon I am getting constant headaches from the bright website.

I definitely agree with you RebekahSSB! That would be really helpful. 

number of characters in Title Documents section expanded or expandable

When you click on status from the work list view, you are taking straight to the task 

Love the ability to have “most recent” or pinned notes visible in the list work view