Replies posted by Karin

7 Replies

K
Beginner
KarinBeginner
asked in Ask a Peer

Billing, historical invoices

I found it, lol. But would be nice seeing them from the client directly. 

3
K
Beginner
7 months ago
K
Beginner
KarinBeginner
asked in Ask a Peer

Billing, historical invoices

yes that will help, thanks. 

3
K
Beginner
7 months ago
Roger Ordonez
Beginner
Roger OrdonezBeginner
asked in Ask a Peer

Multiple Recipients on Client Tasks

can’t wait for it to happen… Multiple recipientsSoon, you’ll be able to send client requests to multiple people. They’ll have their own magic links, they can set up their own login, and can work on the same tasks. Your clients will be able to see information as it‘s uploaded to the relevant task—fostering collaboration and preventing communication double-ups.You’ll also have the ability to remove certain people’s access through the Manage Client Access button. 

16
Kim Clemmer
Community Champion
1 year ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Help trying to setup title for a weekly work item

I don’t believe there is currently an automated way to do this, but you can rename any work item by clicking the three dots in the lower right of the work item header.  You can manually add the 01- Jan. to the name for that item.  That’s what I was worried about. I guess we just have to work with it. Thank you for your reply

13
max
Sr. Karbon Community Guide
1 year ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Help trying to setup title for a weekly work item

I would like it to look like 02 - Feb Bookkeeping03- Mrz Bookkeeping04 - April Bookkeeping as now with only the name they’re all over the place.  for one client, it would be nice if it would be in order of the month like above anyone has any idea how to fix that or if it’s even possible or am I just the only one who doesn’t like to options…  thanks, Karin

13
max
Sr. Karbon Community Guide
1 year ago
K
Beginner
KarinBeginner
asked in Ask a Peer

Client Groups

@Victoria Peters what do you do if the client is existing in Karbon and Ignition is not recognizing the client group and instead creates a new organization. which means I have them in double, as client group and organization?

4
Victoria Peters
Sr. Community Champion
1 year ago
jamieokane
Rising Star
jamieokaneRising Star
asked in Share Tips & Best Practices

What are best practices when setting up contacts?

we used client groups as it’s great so see the members, but unfortunately when information come in from practice ignition it can’t connect to a client group, only to people and organization. Anyone has any lead on how to handle this issue?

6
K
Beginner
1 year ago

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