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Replies posted by naomi_paulson

16 Replies

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Steve WortmanRising Star

asked in Ask a Peer

Victoria PetersSr. Community Champion

asked in Share Tips & Best Practices

What Karbon hack have you created that you are most proud of?

I’ll go first - I have created a Hidden, Internal contact for myself (I used my role as the name of the contact since using my name would be problematic) Under this contact I have created several work orders that are not related to clients (internal reporting prep, setting up regular meetings, Newsletter creation...) but are key to me staying on top of my work. The repeating schedule matches the work I have weekly commitments broken down by task, I keep the status updated on each task so even if I get interrupted I will know where I am at on my weekly commitments. Bi-weekly/Monthly/Quarterly are set up so I don’t drop the ball because time flies. I have them set so the tasks populate 1 day before the start date so it is always a current list of tasks. I link emails and notes as they come in but do not have to shift my focus to that work until it’s time to actually work on it. Some are simply ‘parking lots’ for items I don’t want to lose track of One off projects that may

1 month ago

Lauren LewisBeginner

asked in Ask a Peer

Template Building

Loved all of this! I would also add, test, test, test - especially automators. I have set up dodgey automation more than a couple of times! We have a Test Contact that the team is free to use to test work items. When we have a winner, we will convert it to a template or update the template we were trying to tweak. For new processes I like to work from a list in Word or Excel. Once I have the order of tasks sorted I copy and paste to Karbon, set up sections and add automators. I love the ‘split into tasks’ that Karbon offers. This is so useful when templates are being suggested by team members who are intimidated by the thought of building a template in Karbon, they simply send me the process in a doc. I also try to meet with a cross sections of team members who will be using the work item once we have a draft. Unintended consequences, tasks that can be combined or reordered, missing steps often come up through these conversations. There is the added benefit of buy-in when the

1 month ago

Quynh NgoBeginner

asked in Ask a Peer

Organizing the Karbon Documents Tab With Subfolders?

Is there a way to organize the Karbon storage in such a way that we are able to have the client documents in subfolders? I.E instead of having all the different documents uploaded by the clients mixed in randomly, we can create a custom folder in the documents tab named “Tax returns”, and so on Having the option to ‘Create New Folder’ would be immensely beneficial, rather than having to Integrate a DMS. Please consider it! 🤞🏻

1 month ago

KathiBeginner

asked in Ask a Peer

Once a task is completed - how can a colleague be alerted that it has been completed?

I don’t think this is possible at this time. A couple of solutions might be: Have the person add the work item to their My Week. Once it has been completed, it will show as completed in their My Week. Make a work view that shows only completed work filtered by the assignee. You could have it set to show all completed work within a specific time frame. @Quynh Ngo This might be the best option for us until Karbon makes it possible to assign different roles to one work item

1 month ago

naomi_paulsonRising Star

asked in Ask a Peer

Where is the To-Do List Feature in Karbon?

Thank you, Rebecca, That was what I was thinking; however, I could not find anything about to-do lists being removed, only how to use them! Thank you for the clarity. I couldn’t find this change from to-do to assignments outlined anywhere.

1 month ago

Theresa MorleyBeginner

asked in Ask a Peer

Email Attachments

We cannot see the attachments to our emails until we have added more than one or two attachments. We can see the attachments only after we send the email. This is resulting in attachments being added twice. I anyone else having this issue? I was just signing into Karbon Community to ask this very same question. I am experiencing the same headache! Once I add files, they don't seem to be included visually, making it difficult to confirm what has and has not been attached. Since I am unable to see what has been attached, I also can’t delete files because they are not visible. This has created issues such as attaching the same document twice or forgetting documents all together, resulting in having to send more than one email to a client, which can be time-consuming. With tax season in full swing and the need to send numerous documents, this issue is causing a lot of frustration.I'm hoping this is just a temporary glitch, but for now, most of us have had to revert to using Outlook to en

25 days ago

Theresa MorleyBeginner

asked in Ask a Peer

Email Attachments

If I leave an email to come back to and I have already attached the files, in almost every scenario, I have to delete the email all together and start over as I am unable to see what I have or have not attached.

25 days ago

Angelica ChoppinBeginner

asked in Community Feedback

PDF's hidden in emails

Yes, this has been happening at our firm too. I commented in a similar post last week. Hopefully this issue can be fixed!

25 days ago

Angelica ChoppinBeginner

asked in Community Feedback

PDF's hidden in emails

Hi @Angelica Choppin ! Yep, same issue here. When sending the email from the ‘Create New Email’ dropdown, the window seemed to have gotten smaller)or the menu options got bigger) so you have to close down or hide the menu by clicking on the menu carrot. Annoying, but it seems to be solving. FYI - if you send the email from the ‘Draft’ screen under Triage, it’s a full window and doesn’t have this issue. 😁 Hi Danny, I am glad I'm not the only one experiencing this issue, however, attachments still do not show for me when sending from a draft email 😕

25 days ago

Amelia FreemanKarbon Team

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

Check who has a client portal account Now you can easily keep track of your clients and their access to the client portal. In the Contacts > Details tab, there's a new section that shows whether a client has created a client portal account. If they do, you'll see their email address, which also helps if they forget their login. If this is blank it means the client hasn’t created an account and it’s a good reminder to do so. In the same section, you can also click 'Edit Login Details' to reset a client's 2FA access if they can't get into the portal for any reason. This makes it simple to manage access and make sure everything runs smoothly for your clients. Is this information still current? I can’t seem to see this information on the details tab for the users who have portal access. Where an email address is associated with multiple contacts (individual/organisation) it doesn’t seem to appear on either. Any ideas? Hi Shaun! I am wondering the same thing

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16 days ago

Michelle ReillyBeginner

asked in Community Feedback

File Size Limit - Client Uploads

Karbon has a 50 MB file size limit for uploads within a client task. Does anyone know of any workarounds for uploading files larger than 50 MB? Oh gosh! I didn’t know about this limitation, I hope there is a workaround!!!!

15 days ago

naomi_paulsonRising Star

asked in Ask a Peer

Consolidating Client Comments into One Email?

We’ve had that complaint in our firm as well. Especially during tax season, Triage for our office staff can be insane. I don't know that there's a way to change the way the triage notifications come through. Someone else in the community might have a good idea to work around this problem. If you put in a feature idea, comment the link here so others will vote for it. 😀 Hi Max, I was hoping you would say that! I have created a feature idea, see link below.

12 days ago

Michael GreenBeginner

posted in Ask a Peer

More design options for invoicing needed

I am currently not using the Invoice template in Karbon due to lack of customisability, and also the time it would take to get all the descriptions correct! Would love to be able to drag the fields around to make the invoice more visually appealing Would love Invoice Description Templates (like your email ones, that we love) to be able to quickly populate each line of the Invoice - drop down or select would work well. Also to add additional lines on the invoice Manually edit the fee for each line if necessary. (Staff sometimes don’t allocate time to correct job or task) Thanks for listening. Please make this happen, Karbon! I agree with @Linda Bernard, @Michael Green, and everyone else who has made a similar post, wholeheartedly. It is imperative that the Karbon invoicing system offers full customization capabilities. Every firm has different invoicing requirements, and the option to customize invoices is available in every other invoicing program I have come across. It's puzzling

3 days ago

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Jason Granthas earned the badge Collaborator 5
Chris Gascoynehas earned the badge Idea Generator 10
Quynh Ngohas earned the badge Topic Starter 5
Shaun Farrugiahas earned the badge Collaborator 10
naomi_paulsonhas earned the badge Collaborator 10

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