Replies posted by Santosh_Hubali

2 Replies

A
Anonymous

Faster contact bulk updating and registration for feature beta testing

Excellent !

84718
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
FiSchneider
Beginner
FiSchneiderBeginner
posted in Share Tips & Best Practices

Archiving old clients

Yes, we do same. Create a Client Offboarding Job & relevant tasks are assigned to team members & then we change client status as ‘Non-Current’. However this status shows at Clients Detail tab, but when we open Client the default tab is ‘Timeline’ & from here we can’t see the status & team member sometimes create works without checking status.I think for ‘Non-Current’ clients, Karbon should put restriction or alert whenever we create a work or send email. 

2
S
Beginner
2 years ago

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