Replies posted by Karla Hourigan

14 Replies

A
Anonymous

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

We have been anticipating the Send Client Requests to multiple clients feature so the team are going to be thrilled that it is here ✨An unknown bonus was the Bulk work creation feature!! This is cool 😎

132133
SamG
Sr. Karbon Community Guide
1 month ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

Thanks @SamG - I spotted it on the tasks in the videos shared :) Thanks @Hannah Faesenkloet for confirming this is coming. Do we have an approx. timeframe?

220540
Melissa Gock
Rising Star
4 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

I have setup an email template but I don’t seem to have the option to select an email template within the task yet?  

220540
Melissa Gock
Rising Star
4 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

Oh and the ability to add an attachment to the template please!

220540
Melissa Gock
Rising Star
4 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

As many have mentioned above, I would love to see;Placeholders Categories/Grouping (same for work templates) Subject Headings Client Level Templates  

220540
Melissa Gock
Rising Star
4 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Features: Coming Soon!

Hoping we are granted access to these new features to continue testing & providing feedback 🤞🏽

11
T
Beginner
10 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

Not sure if it has been mentioned anywhere before but I would love if the ‘Summarise’ feature extended to notes & comments (both internal & external), not just emails 🙏🏽

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

New AI Feature Release Update

We are so excited & ready to test these features. 🤩

11
joshstandley
Rising Star
9 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

@Logan Baillie - I think the option to share would be preferrable

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

Welcome to Karbon's AI Beta

It would be good if you could ‘undo’ or ‘remove’ a summary that was created in error

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

Welcome to Karbon's AI Beta

Thanks @Bovard CPA - The team are already on the Beta and can see the Summarise button, however when an individual user produces a ‘Summary’, this itself is not visible by other users. The Summary is unique to their own user login view. 

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

Welcome to Karbon's AI Beta

Loving this feature. Something that wasn’t obvious was if the Summary produced is visible to other team members, which after testing we realised it is not.So, we tested generating the summary on the same thread by multiple users and also found out that the Summary is also unique to the user with the content of the Summary varying between users. Our work around is to copy & paste the Summary as a comment so others can see what has been produced and any additional comments are referencing the same content however I think it would be good to have a simple ‘share’ button on the summary produced that automatically converts & posts it as a comment for others to see. 

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

Welcome to Karbon's AI Beta

I’m LIVE!! Very exciting ✨

68
A
Newcomer
7 months ago
Katharine
Beginner
KatharineBeginner
posted in Ask a Peer

Anyone have their cloud phone intergrated to Karbon in any way?

Trying to figure out if it is possible to integrate Karbon with Microsoft Teams Calling ?

5
Automation n Stuff
Rising Star
11 months ago

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