Replies posted by Elena Bytch

4 Replies

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

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

Yay, finally! Our prayers have been heard :)

82418
S
Rising Star
5 days ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email task in a work template

Is there a way to set up an Automator to trigger drafting/sending of an email? I tried experimenting with it but it doesn’t seem to work.

100326
Terri W
Beginner
25 days ago
Elena Bytch
Rising Star
Elena BytchRising Star
asked in Ask a Peer

Categorising clients

Thanks @max , awesome tip. 

2
Elena Bytch
Rising Star
1 year ago
Elena Bytch
Rising Star
Elena BytchRising Star
asked in Ask a Peer

Sending automated client request to Outbox

Hi @Victoria Peters ,It’s more to do with being able to attach documents. For example, we attach copies of draft tax return along with other relevant documents when we send tax queries.Other than that, I want to be able to remove links to the portal if I don’t want my clients to upload documents to the portal and prefer them to email them to me instaed. Or, if there is no checklist as such but I still want to automate my emails.And finally, I want to be able to change formatting before sending the emails. 

3
Victoria Peters
Sr. Community Champion
1 year ago

Badge winners

Show all badges
Terms & ConditionsCookie settings