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Replies posted by DianeK

255 Replies

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Rachel PengKarbon Team

LD7ESuperstar

asked in Ask a Peer

Karbon Status?

We are also down.

2 months ago

DianeKSr. Community Champion

posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

I don’t have access to the private work item but I believe she updates the Time and Budget tab to log each time off request to each person. Then she can see the total time off used each year by each team member.

2 months ago

DianeKSr. Community Champion

posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

We still have the Time and Budget feature on the private work item. The business manager adds each person’s time off to the work to track. The time is tracked on each Team Member’s timesheet by making a manual entry for paid time off. It isn’t tied to a specific work item in their log. It is logged to an internal client.Process:Team Member requests time off Business manager approves time off and logs this to the private HR work item for tracking On the date of the time off, the Team member manually creates a time entry for 8 hours logged to an internal client but not a specific piece of work.I hope that makes sense. This allowed us to still track but keep the information private.

2 months ago

DianeKSr. Community Champion

posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

@Curtis Braun We did adjust this work item to make it less public. It is assigned to our business manager and on an HR private contact in Karbon. Team Members request time off from the business manager. If approved, she adds the details to the work item and sends them an approved leave notice.

2 months ago

Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

I was part of the Beta testing for the Slack integration. I absolutely love this feature. I highly recommend giving it a try.

90912

4 months ago

Lachlan MacindoeKarbon Team

Merge contacts, Client Team custom fields, UK card payments + more

I can’t wait to try the Merge contact feature. let the Karbon clean-up commence.😄

9796

16 days ago

Anonymous

Karbon AI, Triage Icons, Utilization report, Billing and Payments

@Imbi Finlayson There is a feature request that asks them to add a button to show items currently assigned to you in My Week. This would greatly reduce the noise in My Week and make it more functional. Please vote for it.

114314

5 months ago

Anonymous

Karbon AI, Triage Icons, Utilization report, Billing and Payments

Love the My Week Update. I have so many things in there not currently assigned to me that I can clear and be confident they will pop back in when the work reaches my tasks. 😀

114314

5 months ago

KathiBeginner

asked in Ask a Peer

Once a task is completed - how can a colleague be alerted that it has been completed?

I don’t think this is possible at this time. A couple of solutions might be:Have the person add the work item to their My Week. Once it has been completed, it will show as completed in their My Week. Make a work view that shows only completed work filtered by the assignee. You could have it set to show all completed work within a specific time frame.

15 days ago

Madeline MillerRising Star

posted in Ask a Peer

Karbon Needs Spell Check!!!

@Amelia Freeman I tried to make a Loom Video of Grammarly working with in Karbon. Hopefully you can access this.

5 months ago

Madeline MillerRising Star

posted in Ask a Peer

Karbon Needs Spell Check!!!

I am using Google Chrome. There are a few glitches where it doesn’t show up but most of the time it will work within Karbon. It has suggested changes in our emails to clients within a work item. We liked them so much we changed our templates.

5 months ago

Madeline MillerRising Star

posted in Ask a Peer

Karbon Needs Spell Check!!!

@SamG We all have Grammarly on our work computers and it seems to work fine with Karbon.

5 months ago

BeverleyBeginner

asked in Ask a Peer

Email Merge Field

Hi Beverley, I believe this article is referring to email templates within your template work library. If you have a client request built into your work flow, the email template within the client request can have these merge fields.The stand alone email templates currently do not have this feature. We have created several with placeholders for [Client Name] etc. that have to be manually changed when we use the template. It still saves us a lot of time and effort. It also allows us to have a consistent response to specific situations. We use this for IRS letters received with a balance due that the client needs to pay.

7 months ago

Madeline MillerRising Star

posted in Ask a Peer

Karbon Needs Spell Check!!!

We also use the free version of Grammarly and it works beautifully with Karbon. It will spell check and fix some grammar issues as well.

5 months ago

Anonymous

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

Yes! What a wonderful Monday surprise. I can’t wait to try these new features, especially the send a request to multiple emails.

131833

1 month ago

DianeKSr. Community Champion

asked in Ask a Peer

Assignment Screen in My Week?

I still use it for emails and notes. They are at the top of My Week so it works great for that. I just don’t use it for work items. I have custom dashboards for work so I always go to that screen instead.

8 months ago

Madeline MillerRising Star

asked in Ask a Peer

How to best use "thumbs up"

Our firm uses the Thumbs-up to note that documents uploaded to a client request have been processed and moved to their file. They don’t always send them all at once. This is a quick and easy method for us to check that all documents have been moved to our storage system. It is also another way for us to acknowledge to the client and ourselves that a comment has been read.The thumbs-up is used to acknowledge that something has been seen. If a specific action has been requested, we always come back and leave a note on what was done or sometimes simply comment Done. This does trigger a notification in Triage.

8 months ago

Madeline MillerRising Star

asked in Ask a Peer

Searching the Triage on my phone

I also just log into Karbon using my browser. I have the site pinned to my phone screen so it functions just like an app. Click the pinned website, log in, and off you go. I find this works much better than using the app. You have a lot more functionality.

8 months ago

Linda SkrlaBeginner

asked in Ask a Peer

Is anyone else experiencing any lag when using the search tool?

A workaround for the lag issue for now: If you know you are looking for a specific type of item when searching, choose that type instead of leaving it on All. If looking for a contact, choose contact. If looking for a work item, choose work. I have found that if I choose what I want to see instead of waiting for All types to populate, the search goes back to being quick again.

8 months ago

Bree Ponce De LeonBeginner

asked in Ask a Peer

Changing client basics

Unfortunately, that cannot be changed. You select the Contact Type when you are creating a contact and you have to choose between Add a Person, Add an Organization, or Add a Client Group. Once that choice is made, I don’t think it can be changed. I would reach out to your Client Success manager and see if this is something Karbon can change for you.

5 months ago

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