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Replies posted by Kim Clemmer

126 Replies

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DianeKSr. Community Champion

asked in Ask a Peer

Issues with merging clients

@DianeK we are running into this very same issue with no great workaround. When feasible we’ve re-tagged everything to the correct contact and deleted the one we want to delete. But its not ideal.

4 months ago

Shaun FarrugiaRising Star

posted in Ask a Peer

It's almost holiday time! How does everyone handle colleagues triage while they are on leave?

We follow the same pattern as @SamG — that said, occasionally we do find the need to login to their gmail account to get access to a MFA code that is needed for whoever is filling in for them. Generally speaking, if someone is going to be out for an extended period of time and won’t be reachable, we try to ensure that someone has access to their gmail for any urgent needs.

4 months ago

HermanBeginner

asked in Ask a Peer

More placeholder and/or custom fields

We would love this also! If we could have some additional placeholders it would keep us from having to reset work so often just to pull in new tax years!

4 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

If a client changes email addresses - do you delete the email or leave it there for historical purposes?

love this hack @SamG — I will definitely start to implement this! Thank you for sharing :)

5 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

If a client changes email addresses - do you delete the email or leave it there for historical purposes?

@SamG we struggle with this as well. Currently, we’ve been adding notes to the timeline, communicating it to the team, removing the email address from Karbon and in some instances asking the Karbon support team to delete the email address from our internal memory so that no one is seeing that email as a suggested option. This is not a fool-proof system for sure and I would love to hear how others tackle this issue. I would also love to have some sort of way to delineate specific emails for specific purposes, as we have customers who request different emails be used for different things, but no way to note that in the contact cards.

5 months ago

Ellen LeadbetterBeginner

asked in Ask a Peer

Yi LiBeginner

asked in Ask a Peer

Contact was deleted

Hi @Yi Li! If you haven’t done so already, I would reach out directly to support via the Help & Feedback in Karbon or by emailing support@karbonhq.com. Have a great day!

5 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Exploring the Integration of AI in Accounting: Let's Discuss! 🤖📊

@max, both @Whitney Saunders and myself would definitely be interested in sitting in on this!!

5 months ago

Rachel_SmithBeginner

asked in Ask a Peer

remove a contact from email autofill

Hi @Jana Roberts! My experience is that there is no ‘x’ when hovering if that contact is still attached to a contact card within Karbon. You would want to remove it from any saved contact card first. Does that help?

7 months ago

Meghan HeidtBeginner

asked in Ask a Peer

Adding third party contacts to client profiles

Hi @Meghan Heidt! We’d love a way to add the additional third-party contacts without needing to create additional individual contacts! Currently, we add them as a contact or sometimes we add them to the customer’s description with a note to reference. If you submit a feature request (if there isn’t one already), post a link here and I’ll definitely vote!

7 months ago

DianeKSr. Community Champion

asked in Ask a Peer

Assignment Screen in My Week?

@DianeK got quite a giggle with the “kiss a designer” :DI agree with My Week. I can’t use it because its just too much, but I do wish I could!

8 months ago

Madeline MillerRising Star

asked in Ask a Peer

How to best use "thumbs up"

Would be good if we could view the thumbs up without having to expand the comment, so on a quick glance we know they acknowledged the comment.

8 months ago

MaryQuickBeginner

asked in Ask a Peer

What happened to the "All" tab in Global Search?

Mine hasn’t come back even with logging out and back in again :(

8 months ago

MaryQuickBeginner

asked in Ask a Peer

What happened to the "All" tab in Global Search?

I believe it was disabled while they are working on some issues. I know they were working out a few things for our firm, and told us they temporarily disabled it.

8 months ago

Tom KneelandRising Star

asked in Ask a Peer

Tasks Organization

We have had some success with making private contacts for ourselves and within those private contacts applicable work items to help us sort and keep on top of varied to-dos. This way we can pin something to a timeline, or add a note to the timeline and just remove it when we have finished it.

9 months ago

Linda SkrlaBeginner

asked in Ask a Peer

Is anyone else experiencing any lag when using the search tool?

Thank you @Aliesa Jackson!@kylenecarse we can access the chat ok. We are having the same issues with adding to timelines.

9 months ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Real estate tax retun referral — anyone intersted in a few extra tax clients?

Hey Max! Real Estate is one of our niches – I think I have your email from the Karbon Advocate group, so I’ll shoot you an email :)

9 months ago

Linda SkrlaBeginner

asked in Ask a Peer

Is anyone else experiencing any lag when using the search tool?

@SamG we have tried that as well as different browsers, but it doesn’t seem to make a difference (our entire team experiences the lagging)

9 months ago

Linda SkrlaBeginner

asked in Ask a Peer

Is anyone else experiencing any lag when using the search tool?

We have been majorly lagging; today is worse than some, but it's definitely been a consistent issue for us.

9 months ago

Rachel_SmithBeginner

asked in Ask a Peer

remove a contact from email autofill

you’re welcome @BrooksW! Glad that worked for you 😁

7 months ago

Rachel_SmithBeginner

asked in Ask a Peer

remove a contact from email autofill

When creating the email, hover over the incorrect email address in the pop-up and you should see an ‘x’ appear on the right. If you click ‘x’ that should remove it from your Karbon, and you should no longer see this suggestion pop-up. In the instance where you want to remove it from your entire team’s history, I always send Karbon support a message with the email address asking them to remove it from everyone’s history.I hope this helps!

7 months ago

Amelia FreemanKarbon Team

asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

I agree @Terri Warren the ability to have more/no limitation really would be ideal

11 months ago

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