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Replies posted by davideigner

29 Replies

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Oldest first

Sara GoepelKarbon Team

Anonymous

VXT, Karbon Practice Intelligence workbooks, My Week, Karbon AI

@Dee Johns I can’t see the workbooks under Intelligence. Hey @davideigner, you should have received an email from your success manager asking you to complete a form to identify who should have access to the new Intelligence tab. Once filled-out, we will be able to enable this for you. Hi @Logan Baillie Ye, I got the email a few hours later. BTW, the form still doesnt work.

60515

10 months ago

Anonymous

VXT, Karbon Practice Intelligence workbooks, My Week, Karbon AI

@Dee Johns I can’t see the workbooks under Intelligence.

60515

10 months ago

davideignerRising Star

asked in Ask a Peer

Who Created The Contact

@max here is the link.

1 year ago

Candice DiemerKarbon Team

asked in Ask a Peer

We need your help - Sign up for research!

Signed up.

1 year ago

Alison_JanecicBeginner

asked in Ask a Peer

Timesheet report by client and work

@Victoria Peters Yes, we are building a lot of dashboards in Power BI.

1 year ago

Alison_JanecicBeginner

asked in Ask a Peer

Timesheet report by client and work

@Alison_Janecic You can accomplish this with Intelligence. We build this dashboard in Power BI. The data is coming from Karbon (intelligence) and QuickBooks Online. You can filter the report with any data available, client, work type, team member, etc. dashboard in Power BI. The data is coming from Karbon (intelligence) and QuickBooks Online.

1 year ago

Lachlan MacindoeKarbon Team

posted in Share Tips & Best Practices

Would you review Karbon on G2?

@Lachlan Macindoe done.

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Power BI Resources

@DianeK You can also check out the How to Power BI channel. He has really cool tips.

1 year ago

davideignerRising Star

asked in Ask a Peer

Contact Update Details Through The Webhook

I’m curious how that will work. I have not played with the QBO API or Zapier connections very much. I will let you know once it’s done.

1 year ago

davideignerRising Star

asked in Ask a Peer

Contact Update Details Through The Webhook

One thing I haven’t done yet but that might help with this is to add the Karbon key in XML or JSON to the notes in QBO and use that to search, compare, update, or add. That is actually what I’m working on now. I created a custom field in QBO and added the Karbon ID to easily search, update, map in Power BI, etc.

1 year ago

davideignerRising Star

asked in Ask a Peer

Contact Update Details Through The Webhook

Thanks @max .I need it for one reason. If the name is updated in Karbon, then I want to update the name in QBO.I guess I can accomplish that by checking in QBO if the name matches. If it doesn't, it should update.

1 year ago

Anonymous

Updates to Karbon Practice Intelligence WorkbooksBlog

@MikeLiang the Karbon team is working on triage insights.

70610

1 year ago

davideignerRising Star

asked in Ask a Peer

How Do I Create a Webhook?

Thank you so much @max, it’s working now.

1 year ago

davideignerRising Star

asked in Ask a Peer

How Do I Create a Webhook?

Thanks @max .I’m getting back a 400 error. Am I doing something wrong? I’m using Make (Integromat).

1 year ago

Margie MechanicBeginner

asked in Ask a Peer

Can't set up log in to client portal

@Margie Mechanic Is the privacy level set to Hidden for this contact? While testing the portal, I tried creating an account for my personal email, but I was unsuccessful. When I created another contact with a different email and didn't set it to hidden, I was able to create an account.

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

Booked. Thanks much!

8 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

It was Private and I changed to Public, still getting this error.@max

8 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

@max I’m still getting errors for timecards. It’s happing at the Invoked Custom Function step.

8 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

🙏

8 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

Hi @max Thanks so much for providing the template and instructions! I’m trying to play around with it, but I’m getting an error for four tables, would you know if it’s an issue with my connection or with the template? Thank you

8 months ago

Anonymous

Calendar integration is here! (and more)

I love it too. I have been waiting for this for so long! @evanrnhall Does Karbon plan to add event reminders? That is the only reason why I can’t close Outlook completely.

126631

7 months ago

Anonymous

OneDrive added to document management, and much more!

@evanrnhall “Starting the timer on a piece of work from within My Week will automatically move it into 'Working on Now' to make it easier for your team to see what you're working on, so they can plan effectively. “ Will it be removed from working on now when the timer is stopped? I can see this getting very cluttered if not. If you are not utilizing the timer for a particular item/task, will there be a feature to quickly move it to working on now from the calendar like you are able to start the timer? Would be helpful to be able to do that. @Terri Warren It sounds like we will need to remove it manually from the Working on Now section. @evanrnhall Maybe Karbon should add a feature to customize this. Everyone should be able to choose if they want to keep it under the Working on Now section, or it should be removed automatically once we stop the timer.

149826

1 year ago

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