Home
Product Updates
Open Karbon
Support

Home
Community overview
Discussions

Discussions

Connect with other Karbon users and industry professionals to get help crafting the perfect workflow.

1072 Discussions

Recently Active

Most Replies Most Views Newest First

Stephen RoosBeginner

asked in Ask a Peer

JanaRising Star

asked in Ask a Peer

Text messaging in Karbon

Does anyone have a solution to add text messaging into Karbon? We would like to see client texts sent to our phones come into the triage just like email and be able to respond via Karbon.

6 days ago

Judy RaderBeginner

asked in Ask a Peer

Reply All

Is there a way to change the default of “REPLY ALL” to just reply to original sender and not everyone sent the email?

6 days ago

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

Hello, I am new in Karbon and was wondering if there is a template for Entity formation like S-Corp, C-Corp, Partnerships, and SMLLC. Regards, Alberto

8 days ago

Matt272Beginner

asked in Ask a Peer

Folders/Grouping in My Week

Would any one happen to know if there is any way to group items in My Week together in folders or something similar. I need to switch between clients quite frequently and at the moment am individually moving 3 to 7 items into the “Working on Now” section every time I switch to a different client. Hoping there is some way to group items together under client name so that I could move all items as one rather than individually.

8 days ago

Wendy KerrisonBeginner

asked in Ask a Peer

Client has responded to Client Request but how do I find their information?

Newbie here, I sent out a client request. He has responded to all of the answers however I cannot see them for the life of me. How do I find the answers and the documents? thanks in advance!Wendy

9 days ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

Goal:Make collecting information from clients as easy as possibleSteps:Create a questionnaire in Typeform Add hidden fields Publish (You’ll get a URL that looks like this but with your own typeform_key and form_key) https://typeform_key.typeform.com/to/form_key#preferred_name=xxxxx&client_name=xxxxx&work_item=xxxxx&contact_name=xxxxx Add a little HTML link to a Karbon client task. This page may help you understand what’s going on here: https://www.w3schools.com/html/html_links.asp Replace the placeholder “xxxxx” with your the dynamic tags in Karbon (update typeform_key and form_key to your unique values) Add dynamic text between the <a> tags <a href="https://typeform_key.typeform.com/to/form_key# preferred_name=<%preferred_name>& client_name=<%client_name>& work_item=<%work_name>& contact_name=<%contact_name>"> <%client_name>'s <%work_name> Questionnaire</a> Send and

9 days ago

Ian JackRising Star

asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox.

10 days ago

DeeDee2Beginner

asked in Ask a Peer

Bulk Change Due Date

How do you bulk change work due dates. It is a crime to go in one by one. Especially when you have been out for a week.

10 days ago

naomi_paulsonRising Star

asked in Ask a Peer

Assistance Needed: Tracking Clients by Date Added in Karbon

Hello Karbon Community,I'm reaching out today because my boss has assigned me the task of reaching out to Karbon community for assistance regarding a crucial functionality we need.As we've transitioned to using Karbon as our primary software solution, we've encountered a challenge regarding tracking clients by their date of addition to our organization. In our previous software, this capability was readily available and invaluable for our operations.Given our active involvement in a brand growth and marketing program, tracking our client growth on a monthly basis is imperative to our business plan. It allows us to evaluate the impact of our marketing efforts and ensure we're meeting our growth objectives effectively.Therefore, I'm reaching out to inquire if Karbon offers a feature that enables users to track clients by their date of addition to the organization. This functionality is crucial for our operations, and we must be able to access it to fulfill our business requirements.Your

12 days ago

Adam CahillBeginner

asked in Ask a Peer

Email Font

Hi,Is there any way to change the default font when sending emails? It’s not the same as my email signature, and I’m finding I have to remember to change it before I send any email. Thanks in advance!Adam

13 days ago

naomi_paulsonRising Star

asked in Ask a Peer

Where is the To-Do List Feature in Karbon?

Hello Karbon Community,I've encountered a puzzling issue regarding the To-Do List feature. Despite watching videos and reading articles about how to use the To-Do List, I can't seem to find it anywhere within Karbon.I was particularly excited about this feature when we were initially looking into getting Karbon, as it seemed like a powerful tool for task management. However, it's been challenging to utilize something that appears to be missing entirely from our platform.I'm wondering if the To-Do List feature has been removed or if there's a specific setting that needs to be enabled for our company to access it. All the resources I've come across only explain how to use the feature without addressing where to find it or how to enable it.Could someone please clarify if the To-Do List feature still exists in Karbon? If so, is there a specific step I need to take to enable it for our company?Any guidance or insights would be greatly appreciated. Thank you in advance for your assistance.

13 days ago

Zeke TaylorBeginner

asked in Ask a Peer

Effective Triage Clearing

We recently started to use Karbon as our Go-To. While it’s been fantastic so far, a tiny hiccup has appeared for some of the staff. When we had our Outlook added to Karbon some of the staff that have been here an exceptional amount of time find ALL their emails have merged over throughout the years. One of our staff presently has 17,000+ items in triage, is there a way to simply wipe away all BUT the current year without combing through hours of emails to not accidentally remove present year emails?

16 days ago

BevisWBeginner

asked in Ask a Peer

Timesheets - sorting time entry lines

Is there a way to adjust the order of Time Entry lines?We have quite a number of people who are adding the start/stop times in the Notes box, but this doesn't appear to let you adjust the order of the entries

16 days ago

Page 1 / 43

Badge winners

CBC-Officehas earned the badge Idea Generator 5
Matt Byrnehas earned the badge Idea Generator 5
Stephen Rooshas earned the badge Topic Starter 5
Heather Lancasterhas earned the badge Collaborator 5
drich208has earned the badge Collaborator 25

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Use your Karbon account to log in to the Community.

KARBON LOGIN

Log in to the Karbon Community

Use your Karbon account to log in to the Community.

KARBON LOGIN

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.