Replies posted by cathy.imes

3 Replies

Melissa_Stout
Beginner
Melissa_StoutBeginner
asked in Ask a Peer

What is your client onboarding process?

I’m following this too to make sure that I can learn the most out of Karbon. We use checklists and I think the automators and to - dos that can be assigned to colleagues helps the flow of works. I haven’t been using the automator/and to do feature ….  but will start on 2/1.

4
Terri Warren
Superstar
3 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Share Tips & Best Practices

Work-around: Email templates

Erin - do you think you could make a quick video on how to do this? I followed your steps but I think I’m missing something but I really could use this work around as we need templates!

8
Stupefly
Rising Star
1 year ago
C
Beginner
cathy.imesBeginner
asked in Ask a Peer

Is this report out there?

Thanks….this is the same thing I found I was just hoping for something better or easier to print out.

3
max
Sr. Karbon Community Guide
2 years ago

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