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Replies posted by Christopher T Raines

16 Replies

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Oldest first

Dan YamamotoRising Star

asked in Ask a Peer

Tagged on an email that is cleared from Triage

i just recently had the same question. it will show up in your cleared Triage folder and it should show in your archive folder in your email. I needed Karbon support to walk me through my personal email setup to include the archive folder.

2 years ago

Christopher T Raines

asked in Ask a Peer

Triage - clearing email in triage vs outlook

Hi @max , no go. Nothing in the archive or trash

2 years ago

LD7ESuperstar

asked in Ask a Peer

JarvisBeginner

asked in Ask a Peer

How to create a work template or work item with NO client

We add the work to our firm as the client.

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

@max Yes that’s correct. We will have someone clear that client task so the email will not send based on our set 73 days after the start date. @DianeK is on target. In our flow it’s a 2 step process for client’s in house before our extension “warning”. Admin clears both the client task email and our document received task.

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

FIFO/LIFO

oops i found it in the Automator settings !!

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

FIFO/LIFO

Hi All, this thread is helpful but i have a different result. During tax season we have workflow set to a jan 1 start. some clients held that start date through out the year but most actually a true in date which i attribute the first completed step. I’m was seeing what I thought was the FIFO dates. As far as i know this was accurate. i confirm I did create the repeat work prior to any date change. Now I’m trying to recreate this and cannot.

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

Hi @DianeK ,i think that is the solution to clear the task within the extension email that i set for 73 days after 1/1. Just have to rely on human interaction to clear the task.thank you

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

@max , heck ya! I set up my template in excel first so i can send to you at any time. Would like to do before i go ahead and make the change since this revamp is for our most used template. I would love to get the clients in a true fifo line up. I think our system is somehow doing this but I’m not comfortable with that since I dont know how the system is generating the date field. The client interaction with karbon is tough for a few reasons: clients are not consistent and any large upload of documents is a nightmare. Would like to understand how others are handling the large volume of documents sent through karbon. Looking forward to sharing our workflow designs.

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

Thank you! This has been very helpful - I appreciate your help!!

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

@kylenecarse The screen shot would be extremely helpful! thank you so much.

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

Thank you! I have a “work canceled” as my first step as recommended by CSM but may rethink that.The cancelled status will prevent the email (i think) so maybe the answer to this relates to how the cancelled status impacts the workflow status and remaining tasks.

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

@kylenecarse I’m in the planning stage to redo my 1040 workflow. I’m in my 2nd year with Karbon and I’m scraping my workflow from last year. So, I’m at a good point to rethink the entire workflow. I was thinking about using a “client task” for the extension note. My thought is to set to send 73 days after 1/1 start. The email would go out to the client if no action is taken. IF the work comes in before the 73 days it looks like i have to make sure we some how change the setting on that client workflow to suppress or delete the auto email.hopefully that makes sense…

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

Yes it does - thank you!

2 years ago

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