Replies posted by ECJ TAX

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Zeke Taylor
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Zeke TaylorBeginner
asked in Ask a Peer

Effective Triage Clearing

We recently started to use Karbon as our Go-To. While it’s been fantastic so far, a tiny hiccup has appeared for some of the staff. When we had our Outlook added to Karbon some of the staff that have been here an exceptional amount of time find ALL their emails have merged over throughout the years. One of our staff presently has 17,000+ items in triage, is there a way to simply wipe away all BUT the current year without combing through hours of emails to not accidentally remove present year emails? i HAVE A  SUGGESSTION.: IT WOULD BE NICE IF WE COULD SEARCH FOR AN EMAIL OR CLIENT LIKE YOU CAN IN GMAIL. THEN BE ABLE TO DELETE OR TO MARK AS LOW PRIORITY. THIS WOULD HELP TREMENDESOULY. MEANWHILE THERE IS TO MANY EMAILS TO SORT OUT.

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1 month ago

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