Replies posted by Mel Ford

4 Replies

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

Pretty much agreed with everyone here, I think the average use for us would be 2-3 people. However, I can already think of scenarios where we would do more than 10 if it was possible. Such as payroll, for clients we send requests for timesheets to their employees… if we could send one checklist to all of them, and they can upload their timesheets there, that would be so much easier to update if the payroll dates change or anything like that. Just one example, but you get the idea. 

22
E
Beginner
10 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

At least 2 for us. I’m sure I could think of applications where we’d use more but it depends on how it works. 

22
E
Beginner
10 months ago
A
Anonymous

Updates to My Week, Time and Budgets and more!News, KPI, My Week, Search, Calendar, Time & Budgets

On the work overlay, what does it mean by right clicking to bypass this feature? Right clicking to open it as a new tab? We would love if there was a universal way to turn off this feature as for our firm it only seems to be slowing us down with extra clicks to get to the work. 

77510
A
1 year ago
Mel Ford
Rising Star
Mel FordRising Star
posted in Ask a Peer

What scheduling system do you recommend?

Yeah, now that we’re looking it seems odd that others haven’t had this issue with what’s currently out there...We can’t be the only ones doing external recurring meetings, right? But maybe we are? 🤷🏼How is the functionality with Outlook’s recurring meetings? Is it easy to use? Do you use it for mainly internal meetings then? 

3
max
Sr. Karbon Community Guide
1 year ago

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