Replies posted by Stephen Roos

4 Replies

S
Beginner
Stephen RoosBeginner
asked in Ask a Peer

RingCentral and outbound text integration

Yes, I looked at Zapier a while back.  Could not figure out how to make it work.  ChatGPT suggests there are API integrations...except I’m not a programmer.  I just need someone to set this up, I pay them, and my life stays simple.

6
Automation n Stuff
Rising Star
15 days ago
Rachel Peng
Karbon Team
Rachel PengKarbon Team

Manage work by external deadlines

Excellent feature!!!Nearly all deadlines in the USA tax world are fixed dates.  At some time in the future you may wish to consider making Deadline Date a fixed date for repeating work, rather than a relative date based on Start Date.  For now, however, I am drooling over this new Deadline feature.

10038
drich208
Superstar
23 days ago
S
Beginner
Stephen RoosBeginner
asked in Ask a Peer

How to edit Client Group(s) for a Work item

SamG,I have been using Client Groups in the traditional way - multiple family members, multiple owners of a company, multiple companies owned by several owners, etc. However, I have also been using Client Groups that have a similar set of Work requirements. For example, we have a dozen or so clients that have a specialized type of employee benefit program.  These benefit programs have the same special requirements, such as fiscal year ends, payrolls that occur only once or twice during the year, funding deadlines, etc.  It would have been simple if the payroll Work, for example, could be searched by the “Employee Benefit” Group to see which members still needed to make decisions, while retaining the ability to see the Work status for payroll within the traditional group.You have caused me to think through this more thoroughly.  Another possible solution is to be a little more creative and extensive with Work Types, and then do searches based on a combination of Client Group and Work Ty

3
SamG
Sr. Karbon Community Guide
4 months ago
StuartK
Karbon Team
StuartKKarbon Team
posted in Ask a Peer

How do you use e-signing/e-signatures?

Is there ANY scenario in Karbon today that requests and retrieves e-signatures using the Client Request function? We would be happy to implement any workaround that doesn’t require us to send the client a separate email outside of Karbon to request a signature.We currently use Adobe’s Request E-Signatures feature.

27
StuartK
Karbon Team
3 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings