Replies posted by Kari Hannum

10 Replies

A
Beginner
augieNPIBeginner
asked in Ask a Peer

Can I setup access to a clien'ts own OneDrive, and have it live only in that client's profile?

Interesting question. Did you ever get an answer? Have you sent the question to support?

1
Kari Hannum
Rising Star
9 months ago
StuartK
Karbon Team
StuartKKarbon Team

Two-way contact sync with QuickBooks Online AccountantsBlog

With this sync do all of our clients in Karbon go over to QBO?  We have sales leads in Karbon that we do not want to add into our QBO. Can we be selective about which ones sync?

109711
Kari Hannum
Rising Star
1 year ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

Does anyone track IT Requests in Karbon

@jens Thank you for the feedback.

4
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

My Week and Working on Now

I got my answer. It was an enhancement in July. I would like to have a way to turn it off.

7
LD7E
Superstar
7 months ago
Jeff Rudner
Beginner
Jeff RudnerBeginner
posted in Share Tips & Best Practices

Karbon Intelligence Best Practices

@kylenecarse Thank you!

17
DianeK
Sr. Community Champion
1 year ago
Jeff Rudner
Beginner
Jeff RudnerBeginner
posted in Share Tips & Best Practices

Karbon Intelligence Best Practices

Does anyone have tips for where to start creating our own reports in Power BI?  Do I start with Modeling? We are new to Power BI and I have been watching a lot of tutorials. Any advice would be helpful.Thanks

17
DianeK
Sr. Community Champion
1 year ago
A
Anonymous

Updates to My Week, Time and Budgets and more!News, KPI, My Week, Search, Calendar, Time & Budgets

Awesome!! These are great updates.

77510
A
1 year ago
J
Beginner
j.caligiuri
asked in Ask a Peer

Weekday Due Dates

This would be a wonderful feature for our workflow.I have not found this topic in the community yet, bur it would be great to set repeating work based on a day of the week and not just by the date.

4
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
Ruby Eleanor
Beginner
Ruby EleanorBeginner
asked in Ask a Peer

Client tasks going to junk folder

We are having the same problem and our person’s suggestion was to make sure our clients have us in their contacts so emails don’t go to Spam. I don’t care for this as it is just a work around.    

2
Kari Hannum
Rising Star
2 years ago
Tracy Lampron
Beginner
Tracy LampronBeginner
posted in Ask a Peer

clearing items from Triage

We are having the issue too. So glad to know Karbon is already working on the problem.

6
Kirk Jeske
Rising Star
2 years ago

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