Replies posted by Rick Strowger

8 Replies

Rachel Peng
Karbon Team
Rachel PengKarbon Team

Shared Triage

I was literally thinking about how I would love some kind of email reminder feature this morning - this is one of the main reasons I still regularly use Outlook in combination with Triage.One step closer to uninstalling Outlook altogether! Thanks for the update!

204930
SamG
Sr. Karbon Community Guide
6 days ago
Rick Strowger
Rising Star
Rick StrowgerRising Star
posted in Ask a Peer

Is Karbon down for anyone else?

Seems like I’m back up again! 😁

15
SamG
Sr. Karbon Community Guide
1 month ago
Rick Strowger
Rising Star
Rick StrowgerRising Star
posted in Ask a Peer

Is Karbon down for anyone else?

Thanks for confirming, @Kim Clemmer!

15
SamG
Sr. Karbon Community Guide
1 month ago
LD7E
Superstar
LD7ESuperstar
asked in Ask a Peer

Karbon Status?

I’m back up as of a minute ago!

23
Raul
Beginner
2 months ago
LD7E
Superstar
LD7ESuperstar
asked in Ask a Peer

Karbon Status?

Also down, never ending sign-in loop where I authenticate with M365 and then just get routed back to the sign in screen again.

23
Raul
Beginner
2 months ago
Tammy Waggett
Beginner
Tammy WaggettBeginner
asked in Ask a Peer

Client Secure Portal trouble

Yes, several of my clients who tried to interact with checklists over the past two days are reporting the same issue. I contacted support two days ago about this, and in an update just now they said they’ve identified a technical issue and are looking into it.In the meantime, I think I’ve identified what the issue is. Essentially the magic links for these checklists do not seem to be functioning properly. I was able to re-produce the problem in a dummy corp by sending requests lists to myself. When I setup a new fake work item and sent client requests to my own personal email address, I'm essentially unable to interact with the checklists by clicking on the links contained in the request email.When I try to access from my iPhone, I'm taken to the checklist as usual but the moment I interact with it I get an error message that I need a new link. I click the button to receive a new link, and when I access the checklist again the same thing just happens on repeat.It’s worse from my PC, I’

3
SamG
Sr. Karbon Community Guide
3 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

Awesome - this is a great first step!After a few of the items above are incorporated (placeholders, etc.), it will be a game changer!

220540
Melissa Gock
Rising Star
5 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

My thoughts echo most of the comments above here - having the ability to send to 2-3 people is critical, but more would be nice for larger clients or unique scenarios. Over the past several years practicing at different firms (all serving small business owners in varying capacities), I can’t think of a scenario when I would have sent a single checklist to more than 5 recipients (if it was possible).

22
E
Beginner
11 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings