Q3 Quarterly Product Review 2023

When will contact merging be included in a Karbon update?  Thank-you!

Thank you for this update, some notes on Bulk Work Creation. This feature isn’t really usable for us right now, the following features should be added to make this feature beneficial:

• Add a column that lists the contact’s year end date (and allow contacts to be filtered by that column)
• Allow contacts to be filtered by contact type
• Allow users to search for and select multiple contacts for bulk work creation

We have thousands of contacts and manually clicking through to get to those that need to be selected for bulk work creation is not feasible. 

@Ashliegh Evelyn 

Add a column that lists the contact’s year end date (and allow contacts to be filtered by that column)

Can you add this as a feature request? I’m about to start using this to roll out some annual work items and I would LOVE a YE Date column (once the team have finished adding all the YE dates that were missing!) so I’ll definitely vote!

Filtering by Contact Type already works, by the way!

Hi @MaryAnne Marshall - we’ve got some improvements we’ll be releasing soon to test with our beta users. We’ll share a release date when we’ve gathered their feedback - but all things going well it could be around the end of September.

Hi @Ashliegh Evelyn, @Rebecca Williams, we are wanting to improve the filtering on the contact page as you’ve suggested. We are looking at other ways of making the bulk work creation more useful too, for example adding and removing contacts from the preview page.

@Dave George amazing!

Thanks @Rebecca Williams - see feature request here for YE - 

We do not currently have the contact filtering option when selecting contacts for bulk work addition but glad to see it is in progress. Thanks for the update @Dave George & @StuartK 

With the recurring billing; could it be possible in future for these to be generated automatically but have them sit so these can be sent manually? And then have this option able to be turned on/off by client?

Also having the option for a Quarterly recurring would be amazing.

Hi @CBC-Office

You will be able to control the automatic sending, the options for each “Billing Plan” will be:

• Automatically Approve and Send
• Automatically Approve

Quarterly recurring - got it, thanks.

When will recurring billing be available in the beta?

Thank you!

@Kristie Miller Recurring Billing is a big piece of work, we’re aiming to have a first version ready late October and will continue working on it for the following weeks.