Replies posted by Dana Maxwell

7 Replies

D
Beginner
Deanne BillerwellBeginner
asked in Ask a Peer

Adding emails to jobs - has this changed?

We need this back - not sure why it went away - I’ve even cleared cache and cookies hoping that would bring it back. 😜

10
A
9 months ago
D
Beginner
Deanne BillerwellBeginner
asked in Ask a Peer

Adding emails to jobs - has this changed?

@Deanne Billerwell  @BrooksW HEY!  I was just about to post this same question!  Is it just us?

10
A
9 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

This may have been mentioned - but I did not see it - I would love for the list to be a drop down list.  I have saved the templates with names that I hope to remember - but would love a drop down. Vote for this @Dana Maxwell 🙂 Done!  Thanks for steering me there!

220740
Melissa Gock
Rising Star
5 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

This may have been mentioned - but I did not see it - I would love for the list to be a drop down list.  I have saved the templates with names that I hope to remember - but would love a drop down.

220740
Melissa Gock
Rising Star
5 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

I noticed that the Summarize box on a thread this morning showed “Outdated” after I sent an additional email in the thread - I think clicked Summarize again and was disappointed that the ‘updated’ summary contained less useful information and just less information in general than the original ‘outdated’ summary.  FYI.

68
A
Newcomer
8 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

First of all - LOVE THIS!I guess confirm that the summary feature will only work on emails/threads where the email is all happening in Karbon.  Case - not all our colleagues use Karbon - so when they email a client out of Outlook and then it becomes part of a thread for me in Karbon - the feature will only summarize MY involvement in the thread - or should I say - my email and email directly to me - it will not summarize information that the colleagues emailed out to a client?

68
A
Newcomer
8 months ago
A
Anonymous

Calendar integration is here! (and more)

Synced with Outlook - my Category Colors are not populating in Karbon.  I can select in Outlook a color to apply to the entire calendar and then all appointments appear in Karbon as that color but there no color coding difference between my different categories - anyone else experiencing this?

126731
Brad Green
Beginner
7 months ago

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