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Replies posted by max

1031 Replies

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Cherie CoscosBeginner

asked in Ask a Peer

How to assign to a colleague a client task? Is it possible?

Hi @Cherie Coscos , welcome to the Karbon community! 😁We have this situation with many of our clients, but we’ve simply removed the client request and use a standard task instead. Is there a reason you want to use a client request when you already have access to the documents? I may be misunderstanding your question. 😊

1 month ago

Kara GaconiBeginner

asked in Ask a Peer

Credit Card Fee

Hi @Kara Gaconi, welcome to the Karbon community! 😁At the moment there isn’t a way to pass along the processing fee to the client. I believe Karbon is working on a feature that will add the processing fee to the invoice, however we’ve worked out a few ways to make it work for us:We add messaging to the invoice and email that state that we will charge a fee if they pay with a credit card. This has worked to ward off many credit card transactions as people opt for connecting their bank account. When a client pays with a credit card, we add the expense to their next bill. This is a pain but happens rarely in our case. This also only works if you are billing your clients regularly. I know that’s not the case in many firms. There’s a feature to request a payment method up front for automatic payments. We’ve been inviting our clients to put their payment information on file, then we can see if it’s a credit card or a bank account and add the processing fee manually as needed.Karbon billing

1 month ago

SmittyRising Star

posted in Ask a Peer

KathiBeginner

asked in Ask a Peer

Once a task is completed - how can a colleague be alerted that it has been completed?

Great question! The short answer is that it’s possible, but the native integration between Karbon and Zappier only includes contact information right now. Zappier does handle web hooks, but I think it would be expensive, especially the way Karbon webhooks work. Every webhook would need to be inspected and another API call made to Karbon to get more details, then action taken based on the response. Every time a work item is updated, this loop would run.It would be cheaper to run this in an Azure Logic App or Function App.I haven’t tested this, but wouldn’t it be possible to accomplish the same thing by adding an automation to the step where the work status is changed to ‘Completed’ to assign it the person who needs to be notified. They should get a Triage notification at that point.If you’re using a template, this last assignment automation can be assigned by role, so when setting up the work, it’ll trigger you to pick a specific person for the work item. That same person will be assign

1 month ago

drich208Superstar

posted in Ask a Peer

Time Entry & Capacity Management

Hi @drich208,We don’t track utilization, and all of our employees are full time, so I don’t have much to offer, but I’m curious how others are handling it. I think there might be a feature idea here where utilization is based on hours worked instead of a fixed number, which I think makes a lot of sense.If you put in a feature idea, comment the link here and I will vote for it. 😀

1 month ago

KathiBeginner

asked in Ask a Peer

Once a task is completed - how can a colleague be alerted that it has been completed?

I don’t think this is possible at this time. A couple of solutions might be: Have the person add the work item to their My Week. Once it has been completed, it will show as completed in their My Week. Make a work view that shows only completed work filtered by the assignee. You could have it set to show all completed work within a specific time frame. @Quynh Ngo This might be the best option for us until Karbon makes it possible to assign different roles to one work item I might be misunderstanding your statement, but it’s currently possible to assign multiple roles to the same work item.

1 month ago

Michael MazeyBeginner

asked in Ask a Peer

Group Email Clients

Hi @Michael Mazey, It’s not currently possible to create a group contact in Karbon. If you put in a feature idea, comment the link here so people can vote for it. 😀

20 days ago

naomi_paulsonRising Star

asked in Ask a Peer

Assistance Needed: Tracking Clients by Date Added in Karbon

Hi @naomi_paulson, welcome to the Karbon community! 😁Yes, ‘Date Created’ is a field available in Karbon Practice Intelligence.

1 month ago

DeeDee2Beginner

asked in Ask a Peer

Bulk Change Due Date

Hi @DeeDee2, welcome to the Karbon community! 😁The standard way to change due dates is one-by-one. It’s possible to do bulk updates using the API, and depending on your service tier, your CSM could be able to process bulk updates.

29 days ago

Wendy KerrisonBeginner

asked in Ask a Peer

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

Hi @Wendy Kerrison, welcome to the Karbon community! 😁Support is probably your best path for getting an answer. Client comments show up pretty well when they leave them. I’m curious what you find with support. Feel free to keep us updated. 😁

28 days ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

We switched to SafeSend returns this year which negated the need for this process.In general, I think the HTML capabilities of client task emails are underutilized, but we aren’t doing anything with it now since the switch to SafeSend.

28 days ago

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

Hi @Alberto E. Cover, welcome to the Karbon community! 😁I did a quick search of the template explorer and didn’t see anything related to creating entities.Link: Quick SearchCheck for yourself at the link above. I would love to be able to share templates, but it’s not an option right now.

26 days ago

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

A quick search of existing feature ideas didn’t reveal one based on this idea. If any of you put in a feature idea, comment the link here and I will vote for it. 😀

26 days ago

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

Voted!

26 days ago

Rachel PengKarbon Team

Shared Triage

I’m excited to try the bell feature!

211030

13 days ago

Alda ButlerBeginner

asked in Ask a Peer

Adding 1 Gmail to Karbon

We use Office365, and when we send emails from Outlook, they show up in carbon on the proper timelines, but they do not show up in triage unless the client responds to the email.

25 days ago

Judy RaderBeginner

asked in Ask a Peer

Reply All

Hi @Judy Rader, welcome to the Karbon community! 😁I don’t believe there’s a way to switch the reply and reply-all buttons. To reply to only the sender, slide over and tap the reply button here:

25 days ago

Rachel PengKarbon Team

Shared Triage

Yes, a ‘Shared Inbox’ is different than a normal inbox in the MS365 world. And, just to be clear, shared triage is different than a MS365 ‘Shared Inbox’ and how they are traditionally used.Check out the support article for more information: https://help.karbonhq.com/en/articles/9077958-shared-triage-overview

211030

13 days ago

JanaRising Star

asked in Ask a Peer

Text messaging in Karbon

Interesting approach, and something I didn’t think about, @drich208.I used Google Voice when I was in high school and college and had all my text messages going to my email. The issue I had at the time was that no MMS/Picture/Video messages worked outside of T-Mobile, who had some kind of back-end arrangement with Google.Are there any holes in your approach?Are you able to get banks to let you use your VOIP number for verifications? We have run into several banks that require a straight carrier number for time-based codes.With a little bit of development, I don’t think it would be difficult to build a small webapp that integrates with both Twillio and Karbon to send messages and store them as notes in Karbon on the appropriate timelines, but it’s too much for me right now.We use Teams but I’m looking at switching to DialPad, which has a robust API which I think could also work well, having the added benefit of being able to send SMS messages from the business phone line.

11 days ago

Alda ButlerBeginner

asked in Ask a Peer

Adding 1 Gmail to Karbon

I always cc myself in the email, and that way it pops into my Triage as soon as I’ve sent it so I don’t need to go digging for it! What a great tip!I’ve run into formatting issues when I paste things in Karbon they look bad, but I do most of my emailing straight out of Karbon and haven’t run into formatting issues.

25 days ago

Stephen RoosBeginner

asked in Ask a Peer

RingCentral and outbound text integration

Hi @Stephen Roos! 😁 We currently integrate RingCentral texts with Karbon. This works well for inbound texts. The texts come into RingCentral, they are passed to Karbon triage just like any other email, and then we put them on a client timeline. [We use Office 365 for our email accounts]. Is there a way to set up Karbon, RingCentral, or a third party app (without a lot of headache!) to pass outbound texts sent from RingCentral into Karbon’s Triage? A solution for this, combined with the new Karbon Triage sharing feature, would close the loop on distributing all client communications in our office via Karbon. I’m not aware of any ways to do it without headache. 😊Here are some options offered by ChatGPT: https://chat.openai.com/share/325ebe51-81d1-4bd3-99b6-31849e0f961cHave you looked at Zapier? Zapier might be able to get the outbound text from RC and forward it to Karbon as an email that could get sorted, maybe?

19 days ago

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