Replies posted by Randi Rose

4 Replies

A
Anonymous

Send Client Requests to multiple clients, Karbon AI and bulk work creation

What happens if you have a client that has 5 entities (salon owner with 5 locations) and you need the same information for each location but there is a separate work item for each entity (for budgets, time tracking, etc.)

131833
SamG
Sr. Karbon Community Guide
1 month ago
R
Beginner
Randi RoseBeginner
asked in Ask a Peer

How do we get notes from a work item to show up on the main timeline?

@max I would love it if that were possible.  Way more transaparent.

9
David Perry
Superstar
1 year ago
R
Beginner
Randi RoseBeginner
asked in Ask a Peer

How do we get notes from a work item to show up on the main timeline?

@BrooksW Is it your understanding that comments on individual tasks do not transfer over but comments on Timeline notes do?

9
David Perry
Superstar
1 year ago
R
Beginner
Randi RoseBeginner
asked in Ask a Peer

How do we get notes from a work item to show up on the main timeline?

@BrooksWI have a meeting with our person tomorrow.  I am testing this out, it is not transferring over.  So either I am missing something, or the system needs to update or something.Tx for the response. UPDATE:  It looks like it needed to update.

9
David Perry
Superstar
1 year ago

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