Replies posted by Reino Barkema

7 Replies

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Client Portal: Optional Two-Factor Authentication (2FA) and track and reset client accessBlog

Very cool feature update!

81217
S
Rising Star
15 hours ago
Jana
Rising Star
JanaRising Star
asked in Ask a Peer

Grammarly

Plus one for this! It would be awesome.Any chance someone from Karbon can comment on this thread to share their thoughts?

14
Stupefly
Rising Star
1 year ago
A
Anonymous

Bulk clear Triage items with multi-select, and more!

Thanks Karbon, the option to add a note directly on My Week is a great update, what I found was missing last week when using it for the first time.  Another thing I’d say that would be nice on my week is the option to tick off an e-mail or note as done rather than just clicking to remove it from my week.  Feels a bit more rewarding than just feeling like you are deleting it!   You can use the “Move to Done” functionality. 

99619
A
1 year ago
A
Anonymous

Bulk clear Triage items with multi-select, and more!

I was excited at first, but this is really limited. Will there be a future roll out that will let me assign multiple emails to specific work items? Very rarely can I efficiently group all my emails for a day/week/etc. for clearing, but I do frequently have 5-10 emails that need to be grouped together to a specific work item. Love this suggestion!

99619
A
1 year ago
Reino Barkema
Rising Star
Reino BarkemaRising Star
posted in Ask a Peer

Feature Request - Recurring Work at a Template Level

I would love if this feature was rolled out with the statutory deadlines feature. I don’t know when it’s coming, but if we all put it through the suggest a feature under help and settings, maybe it’ll rise to the top. There’s a lot of really good stuff in the works with Karbon, but this would be a great one to push towards the top. Fully agree! To me this is a core workflow feature, and I find it surprising that Karbon does not consider it a foundational basic.

8
Reino Barkema
Rising Star
2 years ago
Reino Barkema
Rising Star
Reino BarkemaRising Star
posted in Ask a Peer

Feature Request - Recurring Work at a Template Level

Thanks Victoria, I'll look into the bulk update option.  Meanwhile I'll put in a feature suggestion, thanks Max.  You can reset recurring work from the recurring work item itself, which will then pull through the updated template. The only downside is that you 1) have to do them one by one, and 2) you will lose any custom tasks that you have added for a spesific client. Reset Recurring Work Item Otherwise reaching out for a bulk update will certainly do the trick! Although I think Karbon charges for this.

8
Reino Barkema
Rising Star
2 years ago
Reino Barkema
Rising Star
Reino BarkemaRising Star
posted in Ask a Peer

Feature Request - Recurring Work at a Template Level

Yup! And if you combine it with being able to set due dates based on organisational information e.g. Year End or Incorporation Date; that would be a power feature.You could automate the entire work creation process at a template level. 

8
Reino Barkema
Rising Star
2 years ago

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