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Replies posted by Smitty

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SmittyRising Star

posted in Ask a Peer

Customer support via phone

@SamG and @max thanks for your replies, much appreciated. The current issue we are facing falls in the category that Sam described, where customer support said they would report the issue to their engineers. After a couple of days with no updates, I reached out to support again (via message and email) and have received no replies at all. Not even a “we’re working on it”. I’ve never tried the CSM link but just clicked on it and the first available meeting slot is 5 days from now. That doesn’t feel like “customer success” to me so I’m not inclined to go that route. Maybe @leigh will have suggestions for how to navigate forward...

Rick StrowgerRising Star

posted in Ask a Peer

Is Karbon down for anyone else?

@SamG Understand your perspective, however, I would suggest that widespread system outages related to the release of new features/improvements should never be viewed as positive. Rather, it is an indicator that robust system development and testing procedures are not in place. Which, if that’s the case, we all should have greater concern than the occasional periods of downtime.

Rick StrowgerRising Star

posted in Ask a Peer

Is Karbon down for anyone else?

Most of our team was down as well. And for us tax/accounting firms, this is literally the worst time for our online project management system to go down. This is the 2nd time this has happened this tax season. Likely will be looking for a more reliable platform if this continues.

SmittyRising Star

asked in Ask a Peer

Access Work Item Documents via the API

Doesn’t look like it. Here’s a link to Karbon’s Developer Center: https://developers.karbonhq.com/api/#tag/WorkItems Submit that as a feature request. Done. Please upvote!Access Work Items Documents via the API | Karbon Community (karbonhq.com)

Amelia FreemanKarbon Team

Email task in a work template

A work template doesn’t have a concept of a timeline or somewhere to store the draft email, so this isn’t possible at the moment. The intention is for you to be able to set up the email task and then when ready, hit create draft and send the email to the right contact (as a template could be for many different clients). Circling back to this @Amelia Freeman, we’ve found a bug related to the use of email templates in email tasks. We’ve created a work template that has an email task that uses an email template. When the work template is used to create a work item, it appears that the email template is assigned correctly. However, when “create draft” is clicked in the work item, the email template does not appear to be connected. Rather, it simply inserts “null” into the email draft. In order to get it to work correctly, one has to click the edit button and re-select the email template (that is already selected). Please let me know if more information is needed to resolve this e

Amelia FreemanKarbon Team

Email task in a work template

A work template doesn’t have a concept of a timeline or somewhere to store the draft email, so this isn’t possible at the moment. The intention is for you to be able to set up the email task and then when ready, hit create draft and send the email to the right contact (as a template could be for many different clients). Circling back to this @Amelia Freeman, we’ve found a bug related to the use of email templates in email tasks. We’ve created a work template that has an email task that uses an email template. When the work template is used to create a work item, it appears that the email template is assigned correctly. However, when “create draft” is clicked in the work item, the email template does not appear to be connected. Rather, it simply inserts “null” into the email draft. In order to get it to work correctly, one has to click the edit button and re-select the email template (that is already selected). Please let me know if more information is needed to resolve this error.

A

Anonymous

Send Client Requests to multiple clients, Karbon AI and bulk work creation

@Hannah Faesenkloet Thanks for your response. Like many others who I’ve heard from in this forum, we’ve been eagerly awaiting the bulk work creation feature. And we are sincerely grateful for the progress that has been made on it. However, in order to be transparent with Karbon users, it may be helpful to include some of your notes about the limitations on the detail page that explains how it works. IMHO, it is not an overstatement to say that it is simply not usable (for most firms) in its current state due to these limitations. I say that because most firms who need a practice management tool like Karbon will have hundreds, if not thousands, of contacts. So new features that only work for firms that have less than 50 simply don’t work. We look forward to hearing when these issues are resolved so we can utilize this feature.

A

Anonymous

Send Client Requests to multiple clients, Karbon AI and bulk work creation

@Dee Johns @Amelia Freeman We are trying out the bulk work creation and ran into a significant flaw. Or maybe we are just missing something obvious. The first step is to select the contacts that you desire to create work for. Unfortunately Karbon only shows us 50 contacts per screen and does not retain the selected contacts when navigating to the next screen. So the bulk work creation is only possible for selected contacts who happen to fall on the same screen.Also, we attempted to search for a contact and it appears we cannot select a contact from the resulting list.And lastly, we attempted to create a client group for our targeted contacts, and the bulk work creation would not work on the client group.Do you know if these limitations/bugs have been reported and are being addressed?Thanks!

Amelia FreemanKarbon Team

Email task in a work template

Hi Smitty Thank you for the feedback. A work template doesn’t have a concept of a timeline or somewhere to store the draft email, so this isn’t possible at the moment. The intention is for you to be able to set up the email task and then when ready, hit create draft and send the email to the right contact (as a template could be for many different clients). Can you tell me a bit more about this? Are you looking to be able to customise an email task per work item, rather than set it on a template level? If you don’t want to send it yet, if you click out, the draft email should be on the timeline for you to revisit later. If this is not working for you, please send to support@karbonhq.com and we will look into it further. Responding to #2 above, we have recurring work items for our several of our clients (e.g. month-end close). It would be great to be able to customize all aspects of an email task (i.e. recipient, subject, message, etc.) so that the only thing we have to do is at

Amelia FreemanKarbon Team

Email task in a work template

I’ve learned that the features described by @Amelia Freeman are only visible when I log out and log back into Karbon. After doing so, I see the option to add an Email Task.What I’m struggling with (or confused by) is…You can’t draft a message for an Email Task within a Work Template. Rather you can only assign an Email Template. The option to draft a message is only available in a Work Item. Using the Email Task feature within a Work Item requires that the user choose an Email Template before you can start drafting a message. Why not allow the user to draft a message without an Email Template? After drafting a message, the user can’t save and return to it later within the Work Item. You are either forced to send the email or abandon the process. If you abandon it, the email is saved in your Drafts, but not in the Work Item.I’m unsure if these are bugs or just the limitation of the initial roll-out.

MikeLiangSuperstar

posted in Ask a Peer

Folder Structure

Overall, my team doesn’t like it so they use their own template structure and do not connect work to DMS. This is my greatest fear. It seems that the connection between Work and the DMS has to be rock solid, logical, automated, etc…or it is completely useless.We currently have (and I suspect others do as well) an automated process to create the DMS folder tree for every client for every year. I can’t imagine having to manually go though and map work items to all of these folders. But I also can’t see how Karbon could provide the level of customization needed to automate this and accommodate the nuances of every customer.So @max sounds like you guys have made a decision (for the time being) to keep your operational DMS independent from Karbon. And do you have a separate client portal also?

MikeLiangSuperstar

posted in Ask a Peer

Folder Structure

We have a folder structure very similar to @kylenecarse, however we’ve been using Google Drive and (obviously) not connected to Karbon. Due to the Karbon integration with Sharepoint as well as a few other business/technology reasons, we are seriously considering a transition to MS Sharepoint for our DMS. So I’m curious how things have worked out for @kylenecarse, @MikeLiang and others who may be actually using Karbon with a connected Sharepoint DMS. Any lessons learned you are willing to share?

SmittyRising Star

posted in Ask a Peer

Sorting by Status in Work View

@Rebecca Williams thanks for confirming...much appreciated! Here’s the link for the “feature request” I just created:

SmittyRising Star

posted in Ask a Peer

Sorting by Status in Work View

@Smitty If you click on the Due header at the top, it will switch it between descending and ascending. You can do the same thing with all the other headers as well if you need to sort by other fields (Status, Client, Name, etc.). @BrooksW thanks for the prompt response. I can see that the Due field is switching between descending/ascending as expected. However, the Status field doesn’t seem to work the same way. Does it work for you?

Mike RichardsonRising Star

asked in Ask a Peer

WorkItems from API with client tasks that send 0 days after start date

Nice! If we can set and send client requests to a recipient, that will be a game changer for this tax season. Programmatic, customized client requests sent automatically… could be huge. Yeah, similar. We set up the first client task to send automatically 1 day after the work item start date. Using the API I plan to set the work item start date to Jan 2 and will also set the recipient of the client tasks. Really wish we could kick off a client task based on the completion of prior tasks. And also wish we could send out client tasks that didn’t actually have tasks (just an email).

Mike RichardsonRising Star

asked in Ask a Peer

WorkItems from API with client tasks that send 0 days after start date

@Mike Richardson @max just wanted to let you know that the Karbon developers have updated the API and I think the Client Task Recipient for WorkItems is working correctly now. I just did some limited testing on my end and it behaved “as expected”. Please let me know how your testing goes and if you see any other issues with it.

leighKarbon Team

Updates to Work, Client Portal, Settings, and more!Blog

Thanks @leigh, some great updates here 🙂 Time admins can edit colleagues' time entries ✅ View history of time entry changes - I love audit trails, but just now I received a timesheet notification in Triage for me adding a time entry to my timesheet.. hoping that’s not going to happen 20-50 times a day as I am adding them 😅 We are looking into this Sam and will have a fix out as soon as possible Our team are having this problem, with a new notification for every individual time entry. Will keep an eye out for updates. Same here. Constant notifications. Can this update be rolled back?

Mike RichardsonRising Star

asked in Ask a Peer

WorkItems from API with client tasks that send 0 days after start date

Thanks @Rowan. I’ve created a feature request related to this:

Mike RichardsonRising Star

asked in Ask a Peer

WorkItems from API with client tasks that send 0 days after start date

@Rowan Can you please clarify if there is any way to control the “auto-sending” of client tasks via the API? We’d love to be able to assign all client tasks for a given work item to the client, but do not want them all to auto-send. Is this possible?

Mike RichardsonRising Star

asked in Ask a Peer

WorkItems from API with client tasks that send 0 days after start date

Clarification: my work template already had the client tasks within within it. I did not send the client task via the API, was simply trying to assign it to the client.

Mike RichardsonRising Star

asked in Ask a Peer

WorkItems from API with client tasks that send 0 days after start date

The link type is the contact type of the recipient. The main values would be 'Contact' and 'Organization'. "ClientTaskRecipient": { "RecipientKey": "", "LinkType": "Organization", "EmailAddress": ""}, RecipientKey = contact key LinkType = Organization/Contact EmailAddress = email address It should be noted that client tasks will send automatically when using this option. Jumping into this space now and learning LOTS. Huge thanks to Max and Mike for sharing some of their work. With their help and my experimentation, I have successfully created work items from a template for all clients within a client group. However, similar to Mike, I have [several] client tasks in my work items. I would love to set up the work items such that only the *first client task automatically sends to the client on the work start date. However, if I pass recipient info (per this thread), it sets *all client tasks to automatically send to the client on the work start date. I see that Rowan suggest

SmittyRising Star

asked in Ask a Peer

Emails with same subject in Triage

Thanks Jen. Sounds like we may have to go that route also in the future.

SmittyRising Star

asked in Ask a Peer

Emails with same subject in Triage

Hi Max,Appreciate the reply. We do not currently use MailChimp or Zapier but I am familiar with them. We were hoping to not introduce additional technologies into the mix if possible. Just wasn’t sure if there was another work around in Karbon that others were aware of.Thanks,Nate

A

Anonymous

Internal comments on Client Tasks, and more!

It is great to be able to make internal-only comments on client tasks. However, it appears that this functionality does not exist in the mobile app. Is there a plan to incorporate this functionality in the app also?

Erin JamisonKarbon Team

published in Share Tips & Best Practices

6 time-saving ideas for using Karbon Automators

Hi all Currently setting up Karbon to go live in the next few weeks! Could someone please explain to me, as the ‘tasks’ change hands, do I want the work asignee to change hands? What is best practice here? Thanks Emily New to Karbon and I have the same question as Emily. What are the pros/cons of re-assigning the work item...vs just assigning the tasks?

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