Replies posted by Deidre Magee-Reyes

3 Replies

Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Karbon AIBlog

I absolutely need this as I spend a significant amount of time in Comments and Emails constructing them and editing for content and tone.I am looking forward to this technology in Karbon!

152618
SamG
Sr. Karbon Community Guide
1 year ago
Deidre Magee-Reyes
Beginner
Deidre Magee-ReyesBeginner
asked in Ask a Peer

Modifying an existing automated email in Client Task

Thank you!  I’ve asked staff and managers to help me, but get crickets.  😶

6
Ashley Rhoden
Rising Star
1 year ago
Deidre Magee-Reyes
Beginner
Deidre Magee-ReyesBeginner
asked in Ask a Peer

Modifying an existing automated email in Client Task

Hi and thank you to both of you who responded.  I am new to this company, Karbon, templates, automation, and tasks which have already been created and I am simply using them to process tax returns in the CRM.  I only seek to modify this one automated template email.  I’m not even sure if I am using the correct wording!  I appreciate whatever you can convey.The Client Task is for Review of the Tax Return.  I Externally Comment to the point person with my own message where I also attach a Filing Copy for them to review.  I “Post” and then to send the task, I click on “Client Request” and go through the steps where I can “Edit Email”.  That’s the email that is “fixed” in its language that I have to manually modify to take out 2021.  Once I Edit the Email I click “Next” and then set up the reminders, then I send it.  My External Comments and the Template Email which I believe has a link to a portal are then sent.I hope this level of detail will better help you to help me!Thanks again!

6
Ashley Rhoden
Rising Star
1 year ago

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