Replies posted by Pauline Haydon

10 Replies

K
Rising Star
Ken RogersRising Star
asked in Ask a Peer

Calendar Re-sync

@Aliesa Jackson  can you help me also - my week google calendar is not reflecting changes made in google calendar.  i want my team to adopt using ‘my week’ integration with google calendar but they will refuse if it doesn’t work.  How do I fix this?  

5
C
Beginner
1 month ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Google Drive Integration

Thank you for your acknowledgement that you we have been let down and although the words on a post are helpful, it is disappointing to learn that something that helped make our decision to move to Karbonn is no longer ‘on the road map’.Thanks for owning up…. I don’t feel any better, in the file management space what are you offering me? Can we at least export to sheets? That would at least be a step in the right direction… I’m a google user….Excel export doesn’t help me much! Sorry… on this one thumbs down Karbon. Please don’t respond in a defensive manner, other features (like summarize) are great & I love them but in this space what can you offer me? 

16
T
Beginner
1 month ago
A
Anonymous

Invoice exports, Australian card payments, and KPI credentialsBlog

Also I need something where I control the pulling of the payment! Currently the agree up front, they can’t sign my agreement unless they provide payment details & agree to the direct debit so I have no (very little) risk and no receivable problems. Asking a client to enter details & save them after an invoice is issued is too late. This would need to be resolved. 

81512
Dave George
Karbon Team
5 months ago
A
Anonymous

Invoice exports, Australian card payments, and KPI credentialsBlog

That sounds like it’s moving in the right direction @Dave George …We collect fees weekly - we are very compliance and bookkeeping heavy we found it much easier to have a per week conversation than a monthly conversation around money. This meant that we lower barrier conversations and collected more fees easier annually Small & often seemed seems to work. 

81512
Dave George
Karbon Team
5 months ago
A
Anonymous

Invoice exports, Australian card payments, and KPI credentialsBlog

Currently we use Ignition to automate our service agreements, issuing invoices & payment collections. The fees are very similar to you plus a subscription…I can attached documents, authorities etc that are all signed at point of agreement… if they don’t automate their payment collection we don’t work with them. This is the kind of thing I would need Karbon billing to do to consider it…. does it stack up? 

81512
Dave George
Karbon Team
5 months ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Google Drive Integration

This was talked about over a year ago and I notice there are other options… onedrive and dropbox….PLEASE PLEASE  can we have google drive too!!!!! Is there any light on this one? 

16
T
Beginner
1 month ago
A
Anonymous

Invoice exports, Australian card payments, and KPI credentialsBlog

I’d like to understand the billing feature in greater detail. Is there a auto debit facility?What are the fees?  How can I attached extra information or ask them to agree to terms and conditions? Can I use this to reply ignition???

81512
Dave George
Karbon Team
5 months ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Google Drive Integration

I agree… this was talked about over a year ago and I notice their are other options… one drive and drop box….PLEASE PLEASE  can we have google drive too? 

16
T
Beginner
1 month ago
P
Rising Star
Pauline HaydonRising Star
asked in Ask a Peer

We use whatsapp with our clients at log... how do others keep track of text message etc communication with clietns?

We have solved this sort of! Our soft phone system also allows text messaging & all text RECEIVED only are sent via email to one email only… So not perfect by any means but at least I have ½ an audit trail … Really I’d jus love it as a feature in Karbon… Power Diary can do it! Surely there is a way? 

20
Paul McCarthy
Karbon Team
1 year ago
P
Rising Star
Pauline HaydonRising Star
asked in Ask a Peer

We use whatsapp with our clients at log... how do others keep track of text message etc communication with clietns?

Thanks Max, Yep - we have snip & have done similar things.. trouble is it’s about 5 steps  and so the team just doesn't do it… takes away the ‘instant’ part of instant messaging. I have been looking at having my own app written that triggers an email to a generic email that can be triaged - but I’m looking at 20K… Anyone else got good ideas! Karbon - this is an area what I’d really like to hear your ideas on.  

20
Paul McCarthy
Karbon Team
1 year ago

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