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Replies posted by Kim Clemmer

125 Replies

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Wendy KerrisonBeginner

asked in Ask a Peer

SamGSr. Karbon Community Guide

posted in Ask a Peer

Items not appearing in Triage when they should, coming in days later

hi @SamG! While this hasn’t happened to me recently, this has happened in the past with a new email randomly showing up buried a bit in my triage and emails not all filtering in as expected. I was never able to pinpoint on my end what was causing the issue and always had to reach out to support for assistance.

2 months ago

LD7ESuperstar

asked in Ask a Peer

Karbon Status?

We were kicked out too @LD7E. I submitted an email to support; no news yet. I did get a 504 Bad Gateway error.

2 months ago

Melissa NguyenBeginner

asked in Ask a Peer

The job cannot open

Hi @Melissa Nguyen! If you are still experiencing issues I would suggest reaching out to Karbon Support via the “help & feedback” link within Karbon or by emailing support@karbonhq.com.I hope this helps!

2 months ago

Kathy CogginsBeginner

asked in Ask a Peer

Incorrect recurring due dates

@Kathy Coggins I know we have an issue with recurring work dates showing up incorrectly. If it is the naming structure, we typically just delete the name, save, then edit and recreate the naming (exactly as it was).For actual start/due date issues we delete the repeat only. Adjust the standalone job to ensure it is set up correctly, and just recreate the recurring work.I’m not sure if either of these will work in your case. Happy to assist further if you have additional context to share/screenshots.

3 months ago

Angela MilesBeginner

asked in Ask a Peer

How can we add to multiple Timelines while DRAFTING an email

Great workarounds @SamG @LD7E! I agree that this would be much better to be on the front end while composing an email as sitting and refreshing my sent emails just adds unnecessary time and frustration to the process.

3 months ago

Cindy SchuttishBeginner

asked in Ask a Peer

Inactive client and removing tasks.

Good point @Sam! Canceling the work would do the same, so either of those might work in your situation @Cindy Schuttish!

4 months ago

Cindy SchuttishBeginner

asked in Ask a Peer

Inactive client and removing tasks.

@Cindy Schuttish sorry, I meant to find a feature request for you to vote for this (and totally forgot!). Here’s a feature request where you can vote for this functionality:https://community.karbonhq.com/ideas/archive%2Dcontacts%2D575

4 months ago

Cindy SchuttishBeginner

asked in Ask a Peer

Inactive client and removing tasks.

Hi @Cindy Schuttish! You will want to mark them as inactive and cancel delete all recurring and current work. Unfortunately marking the client as inactive will not terminate any of the work created/scheduled. I hope this helps!

4 months ago

Matthew MeyerBeginner

asked in Ask a Peer

Drag and Drop Contacts in Emails (To, Cc, Bcc fields)

I gave some members of my team an update that it wasn’t working and they didn’t know what I was talking about. Apparently not many people even realize they can drag + drop 😂I heard back from support, and this should be fixed with a future release tentatively scheduled for 1/15

3 months ago

Matthew MeyerBeginner

asked in Ask a Peer

Drag and Drop Contacts in Emails (To, Cc, Bcc fields)

Yes @Matthew Meyer! I noticed this yesterday, but thought it was just me! Not sure if you reached out to support, but I’ll send them a message!

3 months ago

Gordon TianBeginner

posted in Ask a Peer

Not receiving emails on time

This was resolved for us earlier today @Chester, but we appear to be having the same issue again this afternoon. I’m going to reach out to support again.

4 months ago

Gordon TianBeginner

posted in Ask a Peer

Not receiving emails on time

@Gordon Tian welcome! Yes, we have been having this issue consistently as well. Generally a 20-45 minute delay across our team members. I have reached out to Karbon support to look into this for us.

4 months ago

LorilynWilsonBeginner

asked in Ask a Peer

Client Identifier - Only One Contact?

@LorilynWilson yay! I just voted.Here’s the link for others to vote:

4 months ago

LorilynWilsonBeginner

asked in Ask a Peer

Client Identifier - Only One Contact?

@LorilynWilson welcome to the community! I have run into this same issue in the past and just put the Client ID in the primary taxpayer’s Karbon account. That said, I would love this ability! There are often multiple accounts in Karbon where it would be ideal to have the same Client ID.If you submit a feature request, I’ll vote!

4 months ago

DianeKSr. Community Champion

asked in Ask a Peer

Issues with merging clients

@DianeK we are running into this very same issue with no great workaround. When feasible we’ve re-tagged everything to the correct contact and deleted the one we want to delete. But its not ideal.

4 months ago

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