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Replies posted by Cynthia Vincze

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Cynthia VinczeRising Star

asked in Share Tips & Best Practices

How do you use Email Templates in Karbon

I had a call with Ernesto last week. He said the email template could be used for client onboarding, for example where you’re sending everyone the same, what to expect, maybe the same email with training links or instructions.

Cynthia VinczeRising Star

asked in Share Tips & Best Practices

How do you use Email Templates in Karbon

@Rebecca Williams thanks for your reply. How do you use the template for an “email blast” for example office closure? … or do you have to go into each company profile in Karbon and then send the email template from there? Can we create email “distribution lists” similar to how you can in Outlook?

Cynthia VinczeRising Star

asked in Ask a Peer

Creating a Quote for Clients

Hi @max - thanks your input is appreciated! As I watched the roadmap - everything seemed backwards to me. I do in fact use Ignition to do my CPA engagement letters for Corporations, T1 (personal tax engagements), I also Quote (which is the MOST important function to me) AND do payment collection via Ignition (and sync to QBO) - but it’s SO expensive for those 2 functions! It seems Karbon is working on payment collection, but how do you jump into that without providing functionality for Quotes… ???I saw the clip on email templates - that could suffice for engagement letters, but the quote is where it’s at - it’s a communication of expectations - I mainly use value based pricing so I don’t need to collect data/hrs - I simply can’t keep up with tracking hours etc - it’s so tedious! I understand I should adopt the time tracking within Karbon for my internal assessments (that’s another can of worms lol). I think I’ve come a long way since Nov 2022, when I implemented Karbon, but I still hav

Amelia FreemanKarbon Team

External name on work items and work templateBlog

Hi everyone! I’m digging out from tax season. Karbon saved my a$$ by keeping me organized with my growing practice - I can’t imagine working without it now. Thank you for making this feature - it’s like you can read my mind. I was trying to keep my descriptions “mutual” where both the firm and client can understand what is being asked - this is a good feature addition!

Cynthia VinczeRising Star

asked in Ask a Peer

Finding Unassigned Tasks in Work

@David Perry @Victoria Peters - No time like the present - I’ve added the Feature Idea. Please have a look and upvote. Thanks for your help!

Cynthia VinczeRising Star

asked in Ask a Peer

Finding Unassigned Tasks in Work

@David Perry @Victoria Peters ….ok - so what is the process to ask the Karbon developers to add the feature of identifying/filtering for unassigned tasks, to monitor those and assign as appropriate? I’m newer to Karbon, so I’m not familiar with the process 😉

Cynthia VinczeRising Star

asked in Ask a Peer

Finding Unassigned Tasks in Work

Yeah, that could be. I opened up each organization and looked at the work tab, then I saw that there was someone assigned to each “work item”. I think you’re right, maybe a few tasks may not be assigned. What if any, are the repercussions of not assigning a task (within work)? If any?I really appreciate the help and guidance 🤓

Cynthia VinczeRising Star

asked in Ask a Peer

Finding Unassigned Tasks in Work

I wish I could filter my workflow by assignee, and it also show “unassigned”

Cynthia VinczeRising Star

asked in Ask a Peer

How do I change the Base Template in Repeating Work?

@BrooksW - thank you SO MUCH for explaining that!!! Perhaps @Victoria Peters & @Kim Clemmer can learn from this too 🤓

Cynthia VinczeRising Star

asked in Ask a Peer

How do I change the Base Template in Repeating Work?

@BrooksW thanks for your response! In my example I’m using a standard work template “bookkeeping” and then customizing the template for each client as I go. I am under the impression that I need to Save/Publish a new “template” for each client because the tasks are different….??? I’m a Newb (capital N!!!) so I don’t know if this is what I’m supposed to be doing…. let me know what you think -

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