Replies posted by Katharine

3 Replies

Katharine
Beginner
KatharineBeginner
asked in Ask a Peer

How track client source

Is the Description box a field that can be isolated in an export?  Such as an excel?My goal is to be able to evaluate where the clients are coming from.  So i need to be able to see the sources collectively. I am quite surprised that this is not a field all its own considering the importance of the other analytics Karbon has built in to analyze productivity. 

7
Eric B.
Beginner
8 months ago
Katharine
Beginner
KatharineBeginner
asked in Ask a Peer

How track client source

Yes Eric I am surprised at this as well.  It seems to me that this is a critical component to growth and information that business owners would need to know and I am surprised it is not part of all of the data that Karbon has been collecting for us.  

7
Eric B.
Beginner
8 months ago
Charmie Luansing
Beginner
Charmie LuansingBeginner
asked in Community Guides

Setting up to-do date

I would like to know how to set up a repeating task such as a monthly bill I have to pay. Is there a way to do that?

2
Katharine
Beginner
6 months ago

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