Replies posted by Miya

13 Replies

Steven Ball
Beginner
Steven BallBeginner
asked in Share Tips & Best Practices

Automator due dates avoiding weekends

We use automators to set due dates for individual tasks. For example when the tasks in the above section are completed, set the due date for this section to be 4 days after. Ideally, it should be the number of business days to not count weekends. Is there any work-around here or should this be submitted as a new feature? Hi @Steven Ball thanks for sharing. I like this idea. I left a vote for it! 

4
Miya
Rising Star
2 years ago
C
Beginner
Cathy MBeginner
asked in Ask a Peer

Merge Contacts

I will definitely vote for this. This will save us tone of time doing everything manually. 

5
max
Sr. Karbon Community Guide
2 years ago
ryann
Beginner
ryannBeginner
asked in Ask a Peer

Virtual Assistant with Karbon Experience?

I had not considered, as I expected the learning curve to be even more timely. Can you share what training allowed you to become champion remotely? Thank you! Hi Ryann,  I have completed all training videos, Karbon certification and attended live sessions as well.  In addition, we set up a 15 minute roundtable internally so we can share some ideas like tips and tricks across the team. 

10
Victoria Peters
Sr. Community Champion
8 months ago
ryann
Beginner
ryannBeginner
asked in Ask a Peer

Virtual Assistant with Karbon Experience?

Hi @ryann ,  I worked as a Executive Assistant @ AMLB and they hired me off-shore.  I started off with no knowledge in Karbon at all but I became our Firm’s champion when it comes to implementing Karbon inside our business.  Perhaps, did you consider hiring off-shore? 

10
Victoria Peters
Sr. Community Champion
8 months ago
P
Rising Star
Pauline HaydonRising Star
asked in Ask a Peer

We use whatsapp with our clients at log... how do others keep track of text message etc communication with clietns?

Hi Pauline! Our firm, doesn’t use WhatsApp and text messaging system.  But we highly use NimbusNote snipping tool whenever we want to take a screenshot and add it to any Karbon timelines/work items.

20
Paul McCarthy
Karbon Team
1 year ago
M
Rising Star
MariaVRising Star
asked in Ask a Peer

Adding multiple e-mail addresses to an email

The email function of Karbon really needs a lot of work but I believe they are planning to add more features in it.  For me, I still use Outlook when doing bulk emails. 

4
Kim Clemmer
Community Champion
2 years ago
G
Beginner
grgpennBeginner
asked in Share Tips & Best Practices

How can we embed Loom videos in tasks

We only add them as links too. This will be a great feature too. Right now, we are only using a 3rd party software if we want to add some videos. 

5
DianeK
Sr. Community Champion
2 years ago
Kaitlyn Porche
Beginner
Kaitlyn PorcheBeginner
asked in Ask a Peer

Font Color of Statuses

I agree, when the status is green it only means it’s In progress or something you are currently working on. 

5
Gregory
Beginner
2 years ago
Smitty
Rising Star
SmittyRising Star
asked in Share Tips & Best Practices

Seasonal employees

Hi Smitty, We used seasonal employees or I better say we do hire Co-Op students every 3 months. What we do is we sign them up in Karbon using a standard email/user (e.g. admin@email.com). If we will off-board someone they can use the same credentials as the new employee and all the previous work items, to-dos and emails are still attached on the same credentials and they can easily review and back read all the conversation. 

6
A
Beginner
1 year ago
Miya
Rising Star
MiyaRising Star
asked in Ask a Peer

Karbon Email Signature

We also had an issue with this and we contacted Karbon using the chat feature and they went in and fixed it for us.  Have your tried reaching out for help? Didn’t realize Karbon can also get in and fix our email signatures. Will try this out. Thanks Diane! ​

8
R
Beginner
2 years ago
Miya
Rising Star
MiyaRising Star
asked in Ask a Peer

Karbon Email Signature

Hi Miya! Welcome to the community. There’s a great article about email signatures in Karbon Help. Link: Karbon Email Signatures I personally found the best situation to be to import my signature from Office365. It came across exactly has I had it in Outlook. The one problem with this is that if you have a signature that you like in Outlook, it’s not necessarily connected to Office365 to download and import. I’ve also worked with some of our staff to get their signatures right. It sounds like maybe you are copying and pasting in a picture. Have you tried to use the upload tool instead? Screenshot below: I have not had problems when using the upload image button. Is any of that helpful? Hi Max, Thank you for sending this. Appreciate it. I think I am still having trouble using the ‘upload image’ button since there are like 4 images that need to be added to our email signature.Here’s a sample snapshot:   If the above suggestions won’t work perhaps I will try to reach out to Karbon. 

8
R
Beginner
2 years ago
M
Beginner
Mersal NasserBeginner
asked in Ask a Peer

Clear email in search

Appreciate your question. Didn’t realize how important it is now. You can add this suggestion on the feature request section in Karbon. 

8
max
Sr. Karbon Community Guide
2 years ago
D
Beginner
Daniela Antlova
asked in Share Tips & Best Practices

Dealing with "for later - reading" type of emails in Karbon

What I do is I create a work item and name it “Learning” then tag those emails to these certain work items so I can go back whenever I want to read them. So all the emails that I tagged under this work item will always be in the work timeline. Also, you can use whatever name you want as long as you won’t forget. 

7
Amelia Freeman
Karbon Team
7 months ago

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