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Replies posted by Tara

16 Replies

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Amelia FreemanKarbon Team

Client Portal: Optional Two-Factor Authentication (2FA) and track and reset client accessBlog

@Amelia Freeman Thank you for the update. Is it possible to have the Client Portal Access field as an eligible field included when downloading Contacts in order to easily identify clients who have created a portal? Manually going to the detail tab of over 1,000 contacts to determine who created a portal will be tedious and very time consuming. I did try a download to see if the field had been added, however did not find it within any of the worksheets in the download. Add a request :)

81117

6 hours ago

leighKarbon Team

Updates to Work, Client Portal, Settings, and more!Blog

Still only seeing “In Status” showing as days, hours, minutes instead of the date and time like the example shows in the update release: Hi Tara. Apologies for the confusion. The image in the notes is a marketing interpretation and is intended to be days. It will cap at 99 days. If you would like to see the date, it is available in the export. In that case I’d like to join with some others in this thread and request at least the option to view it by date in Karbon directly, as the days is less clear for quick tracking than the date.

119434

1 year ago

leighKarbon Team

Updates to Work, Client Portal, Settings, and more!Blog

Still only seeing “In Status” showing as days, hours, minutes instead of the date and time like the example shows in the update release:

119434

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

Well then this is a 50% useless feature for any of us on Office 365…. Not really something that should have been released as a solution for all…. I respectfully disagree… if we had to wait until every update was 100% effective for everyone, we’d all lose out in the long run. I agree with you that there must be a way to make it work, and I think the Karbon team will figure it out. I don’t think it’s the highest priority item for the dev team, and I’m okay with that. Our company is on Office 365, and it’s nice to have the button there for non-google invites. On the whole we gained functionality, just not as much as we hoped. I’m always happy to move in the right direction, no matter how small the step. 😀 Totally agree max re not waiting until it’s 100% effective for everyone. Just feel like when it was released, they should have specified the limitations, so that there weren’t all these posts here about it not working, then a whole bunch of support agents not knowing why it was

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

Sooo…. the response is that the engineers know it’s not working for the top or 2nd top email platform in NA??? Hi Tara The issue is that Microsoft changes the details of the ICS file (how we get the information) and changes it so we cannot link to it anymore. Google does not do this so if Google receives an invite from Microsoft it works. At the moment, there is technically nothing we can do to resolve the issue. We are going to work on a way to improve the user experience so you can accept it from the Karbon Calendar. We do apologise for the inconvenience. Considering I can accept the invites through Outlook itself, this doesn’t actually make sense. Yes that is correct. You are able to do it through Outlook, as it is their system but we can’t do it through the API available to us. Well then this is a 50% useless feature for any of us on Office 365…. Not really something that should have been released as

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

Sooo…. the response is that the engineers know it’s not working for the top or 2nd top email platform in NA???

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

No buttons again today. I will send to support

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

I can see accept buttons (Yes, Maybe and No) but nothing really happens when you click them, similar to buttons in My Week view. I hope they immediately start adding the flexibility feature in naming convention of repeating folders. Currently it only allows you to put start date or end date or both, but it doesn’t allow minus or plus days, or just showing months and years. But overall good features to start with! Once improved, will really help a lot of users. Thanks Karbon! Me too!!

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

Might have finally got the buttons! But I realized after accepting the meeting via Outlook so will test tomorrow.

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

When does this go live? “Respond to meeting or event invitations in Triage” I don’t have this option in a current meeting invite Today I have the box, but still no buttons:

89633

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

When does this go live? “Respond to meeting or event invitations in Triage”I don’t have this option in a current meeting invite

89633

1 year ago

Anonymous

Calendar integration is here! (and more)

Would love to see the Calendar in My Week automatically update itself to “Today” rather than me needing to remember to do it manually Hi Tara. Can you give me some more information on this? We haven’t had any other reports of this, as it should be updating to be today each time you view the calendar I am using Chrome on a PC and when I come into Karbon’s My Week (pinned tab) it is always on the last day I was in. I have to manually click “Today” to have it update

125531

7 months ago

Anonymous

Calendar integration is here! (and more)

I am using Chrome on a PC and when I come into Karbon’s My Week (pinned tab) it is always on the last day I was in. I have to manually click “Today” to have it update

125531

7 months ago

Anonymous

Calendar integration is here! (and more)

Would love to see the Calendar in My Week automatically update itself to “Today” rather than me needing to remember to do it manually

125531

7 months ago

Anonymous

Faster contact bulk updating and registration for feature beta testing

How do I get access to this feature? I only see Beta options for other features

84718

1 year ago

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