Replies posted by Cate

11 Replies

AntoniyaB.
Superstar
AntoniyaB.Superstar
asked in Ask a Peer

When I reassign recurring work to another person, their tasks need to be reassigned separately

I’ll be frank…. this is a ridiculous amount of work to do to switch out Ted for Barbara, especially if you have to go task by task through hundreds of Work items when Ted leaves employ and the tasks do not all go to one particular person. There has *got* to be a better way to reassign/move team members into and out of Work items when there are staff changes, and I would love if @Karbon Trainer has a suggestion without requiring that all Work items be shut down and reassigned en masse via a table which then resets the templates, thereby losing any edits for particular Work items. I’m not sure why editing the Work team does not serve this function, but it is ineffective.  Things you must do in this order:On existing work, reassign the any tasks within the work that has populated. Review for quality control purposes, due dates, etc. Locate repeating schedule settings located at the top of the work item: In repeat settings, on the "work tab", review to be sure any tasks that have been cre

8
Rebecca Williams
Sr. Karbon Community Guide
5 months ago
Jeremy Wells
Rising Star
Jeremy WellsRising Star
posted in Community Feedback

Delete Repeat Work

Coming back to push for a change to deleting repeats - if there is an easier way than this I would really love to know…find client click to “All Work” since we cannot make that setting fixed find most current work click into work item click on “repeats” at top of item click on edit scroll to bottom  click x 2 to delete go back to search for same client (sure it is there, but why re-search?)Add this process times however many work items that client had. There really needs to be a better way. 

2
Cate
Rising Star
5 months ago
Jeremy Wells
Rising Star
Jeremy WellsRising Star
posted in Community Feedback

Delete Repeat Work

After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also). I co-sign this heartily! 

2
Cate
Rising Star
5 months ago
Cate
Rising Star
CateRising Star
posted in Ask a Peer

Custom Reminders Not Turning Off When Client Tasks Are Complete

@DianeK - I had never had to turn them off previously, either, but I started using Custom Reminders so that the reminder would go out merely to keep the link open and am wondering if using “Custom” is what is driving this issue (we used to use the Gentle Reminders). 

7
Amelia Freeman
Karbon Team
1 year ago
Cate
Rising Star
CateRising Star
posted in Ask a Peer

Custom Reminders Not Turning Off When Client Tasks Are Complete

… and I have that reversed - it will stay active until the 5 reminders have been sent.  

7
Amelia Freeman
Karbon Team
1 year ago
Cate
Rising Star
CateRising Star
posted in Ask a Peer

Custom Reminders Not Turning Off When Client Tasks Are Complete

@Rebecca Williams - no... I think this is just another of those Karbon things where it is taking the set-up literally and with no logic behind it. But I will… 

7
Amelia Freeman
Karbon Team
1 year ago
A
Beginner
Ashleigh MuirBeginner
asked in Ask a Peer

Client Task Link Expiring

It seems that the link within Client Tasks could at least re-open if we communicate through Client Tasks. It apparently does not, so my asking the Client a follow-up question generates the email to the client (why, if the client cannot access the link?), but he then cannot answer the question as the link has closed and then has to send a reply to the email notification. Here’s hoping that next year will have these issues resolved, as this whole link closing issue has frustrated our clients and generated a grip of extra work to get them back into the system. 

4
Cate
Rising Star
2 years ago
A
Anonymous

Create contacts during client task setup, and more!

Have we got an update to the email visibility issue? It is now holding up time-sensitive Work and it is no longer just an inconvenience. Have we got an ETA for the fix?

85022
A
2 years ago
John Bacon
Beginner
John BaconBeginner
posted in Ask a Peer

Ability to select a specific email (not just a contact) when sending client tasks!

Also… if I try and type out the Contact, it does not exist?The left screen grab is the auto suggestion, the right is me typing it out to find the one email address that I need to send the request to...  

4
Amelia Freeman
Karbon Team
2 years ago
John Bacon
Beginner
John BaconBeginner
posted in Ask a Peer

Ability to select a specific email (not just a contact) when sending client tasks!

This right here!I’m now stuck and can’t work on certain items because I don’t know who the email is going to.

4
Amelia Freeman
Karbon Team
2 years ago
A
Beginner
Ashleigh MuirBeginner
asked in Ask a Peer

Client Task Link Expiring

We have a few jobs checked in for the 2022 Financial year and clients uploading documents to the client task we have sent out for this but the link keeps expiring, does anyone know how to stop it from expiring so the client can always access that same task?  Agreed - our Organizers go our in early January but no one has docs, so all the links expire. We specifically do not send reminders. Perhaps a “link to expire” date tied to the due date or completion date?One thing I do know is that you can’t have an active link with two separate parties (so you can’t send Client Tasks to the taxpayer and then send the same request to the spouse) as the first link closes when you send that email to the second party.

4
Cate
Rising Star
2 years ago

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