Replies posted by FiSchneider

6 Replies

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email task in a work template

@Amelia Freeman I utilised the AI drafting of an email and it didn’t give that option… it just pulled through the company name, not the associated person/s.Perhaps this isn’t a function yet when using AI?

99826
Terri W
Beginner
14 days ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email task in a work template

Just tested this outIt appears that we will have to change all the settings of clients as it addressed the email as Dear XYZ Company Pty Ltd, rather than the contact of the work/client.How can we have a real persons name draw through rather than the company/business name as the addressee?-- Fiona

99826
Terri W
Beginner
14 days ago
Stuart McLeod
Karbon Team
Stuart McLeodKarbon Team
posted in Share Tips & Best Practices

Would you like some new airpods? Only 1 catch - post a review to G2 Crowd for me!

All reviewed…  https://www.g2.com/survey_responses/karbon-review-5081070/user_stack?continue_to=https%3A%2F%2Fwww.g2.com%2Fsurvey_responses%2Fkarbon-review-5081070%2Fsuggestions

53
Lachlan Macindoe
Karbon Team
2 years ago
Elizabeth Ortiz
Beginner
Elizabeth OrtizBeginner
asked in Share Tips & Best Practices

Karbon Work Dashboard

Hi Elizabethare you viewing the work on the colleagues “to-do list”?  This shows the tasks that are due/overdue/coming up dependent on filters.  You can set the to-do list by work assignment, tasks etc.Hope this helps?

4
Victoria Peters
Sr. Community Champion
2 years ago
T
Beginner
TracyMcBeginner
asked in Share Tips & Best Practices

Outlook & Karbon

Hi TracyThe easiest analogy I can give is that Karbon is a type of ‘filing system’ for emails.  You should try to minimise your use of Outlook and try to implement systems of handling your emails within Karbon.  If you attach emails to jobs/contacts within Karbon you will always be able to trace them down.Karbon also doesn’t delete emails; you will find all your emails cleared in Karbon sitting in your Outlook Archive folder.Hope this helps.-- Fiona

1
FiSchneider
Beginner
2 years ago
JessicaG
Beginner
JessicaGBeginner
asked in Ask a Peer

Client Assignments

Hi JessicaHave you tried filtering your work?If you click on Work / MyWork and then filter by Colleagues involved it gives you the option to also filter by Team.Hope this helps.-- Fiona

2
JessicaG
Beginner
2 years ago

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