What a great presentation and great work done so far. Looking forward to the new client request experience and document management system integration.
72 hours is waaaay too short for my clients to respond to questions, is there a way to extend this? it will waste so much of both our time if they have to continually request a new link
Hi @Victoria Heath!
I believe Karbon plans to test this with real Karbon clients to refine it before release. I expect it will be a net positive experience over the past Karbon client tasks.
From what I understand, reminders will keep the link alive/result in fresh links, and the RE-access process is basically frictionless and the client can do it themselves.
There will also be a lot more detailed information available closer to launch. I heard from someone in a different webinar a little more about how the magic links work, and it’s really nice, simple, and more secure.
Does that help at all?
So excited about the 3 core improvements (Dropbox integration, Calendar integration and the Client App) are going to make a HUGE difference to our workflows!
A couple of little requests to the Client portal that will make even a bigger difference for us:
- Allow to upload documents directly into the Documents Tab which are not necessarily attached to a Client request and / or ability to link a shared folder from Dropbox
- please please please Single Sign on with Google or Facebook
I must have missed the update notice about filtering your triage. I used that today and it blew my mind. What a useful tool. Sometimes the simplest things are the most useful. I also love that you can mark an email as unread and the additional functionality in the righthand detail section. I have been using that quite a bit.
My team has been hesitant to fully use client tasks - I am looking forward to how these updates will go over.
The calendar integration is going to be a game changer for our weekly tactical and daily huddles - that visibility is a piece we have been waiting not so patiently for.
Great presentation, thank you
Are you looking at doing a document integration with SharePoint?
So many wonderful things coming! Is there a date for the Dropbox rollout?
Hi guys,
Given that it’s been 15 months since this update, it would be good to know progress on a few items that were bookmarked for 2022 but still haven’t been released.
Could we get timing on the following:
- Client requests to multiple people
- Google Drive integrations
Thanks
Hi Tawanda,
There is a webinar in May that will showcase the 2023 Roadmap which hopefully will provide answers on some promises from the 2022 webinar. Im not finding the link right now for the webinar sign up but I know I saw it on Karbon’s LinkedIn and Facebook pages in the last week.