Replies posted by JonC

3 Replies

Roger Ordonez
Beginner
Roger OrdonezBeginner
asked in Ask a Peer

Multiple Recipients on Client Tasks

This is a pretty big oversight.We’re using Client Tasks for Personal Taxes, and it would be way better to be able to send the email to both spouses at once.   

16
Kim Clemmer
Community Champion
1 year ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Share Tips & Best Practices

Best Practice: Re-prioritize the items in your To-Do list using Drag & Drop 

Just FYI, the issue I highlighted above still exists. I’ve brought this up with my Karbon rep. Any update on when the Drag and Drop function on the To-Do list will be improved? 

7
J
Rising Star
1 year ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Share Tips & Best Practices

Best Practice: Re-prioritize the items in your To-Do list using Drag & Drop 

I love drag and drop, but it drives me crazy. If you click away from your to-do list, Karbon forgets the drag and drop order you just spent 10 minutes organizing, and you have to do it again. Infuriating. Any tips for dealing with this?

7
J
Rising Star
1 year ago

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