Replies posted by Fischbooks

7 Replies

Fischbooks
Rising Star
FischbooksRising Star
asked in Ask a Peer

Use Karbon with single client email

That sounds great Max! Would love to see it. Can you do a quick Loom? Or feel free to DM me.

5
Fischbooks
Rising Star
6 months ago
Fischbooks
Rising Star
FischbooksRising Star
asked in Ask a Peer

Use Karbon with single client email

Good idea. As far as I know, not possible to have multiple signatures in a Karbon account. There was talk of Shared Inbox/Triage coming soon - seems it’s in development:  Once that’s available, you could have everyone have their own Triage and access to the Shared Triage. Then you could have people assign the emails to themselves (their own Karbon account) to action. It also seems it may be possible to choose a different email to send from (article here: https://help.karbonhq.com/en/articles/5700414-managing-multiple-emails#h_a899cd73e1) which may assist the signature side of things (send from their own account with their signature, but select from address). Does that help? 🙂 I thought shared inbox was supposed to be here by now? Any update on this release?

5
Fischbooks
Rising Star
6 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

client task audit trail

@Rachel_Smith yes you can! It will be amongst the comment thread of a client task. It will also tell you if the client reopens/mark the task as incomplete, or if it was resent to the client.   One thing to note though - when it says who sent it to the client, this means whose email account the task was sent from, not the person who actually initiated the sending. See this feature for an explanation:   When I think audit trail, I think of a report that shows activity that can be filtered/sorted. I’d love to either have this or linked to each user i.e. look up a colleague, click to view recent activity. Makes sense it would only be for certain permissions like admin.

3
Rebecca Williams
Sr. Karbon Community Guide
9 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

Woohoo! Happy to be here. :)💃🏻

68
A
Newcomer
7 months ago
C
Beginner
Craig CodyBeginner
asked in Community Guides

Multible business's inside Karbon

Yes, agreed as that will be our use case as well.

3
Fischbooks
Rising Star
10 months ago
C
Beginner
Craig CodyBeginner
asked in Community Guides

Multible business's inside Karbon

Do the two businesses have the same domain? My understanding was - new domain, new subscription - but we will be facing this issue as well soon. One shared service team, but a small group of firms that the output goes through.

3
Fischbooks
Rising Star
10 months ago
Fischbooks
Rising Star
FischbooksRising Star
asked in Ask a Peer

Copying and Pasting into emails

Thanks Jens, I’ll give it a try. R

9
SamG
Sr. Karbon Community Guide
7 months ago

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