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Replies posted by CBC-Office

16 Replies

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Shaun FarrugiaRising Star

asked in Ask a Peer

Auto-Sharing - Colleagues on vacation/leave - Work arounds?

Hi @Shaun Farrugia I’m not sure how the Shared Triage handles forwarded emails but before this was an available option in Karbon we would do what you are suggesting but forwarded to another individual collegues triage. Eg. Person 1 is away & their email is auto-forwarded to my email.From memory the emails still show in my triage as TO Person 1 but I am able to assign & comment as usual. These also all show up under search with no issues.I’m unsure what about the emails coming into the Shared Triage as a BCC that isn’t working for you? Could you elaborate on what exactly this is not doing that you would want it to do?

9 days ago

Rachel PengKarbon Team

Shared Triage

@amlbmo Shared Triage is different than a normal Triage inbox. I think what you are asking about more along the lines of delegate Triage? I believe this had been on the roadmap but am unsure where this is at with Karbon currently.One work around I can think of for you using Shared Triage is to set up a new email (not associated with a Karbon login/User) that you then autoforward your personal emails too. This Shared Triage can then be accessed in Karbon by your admin.You would still get everything into your personal Triage, but your admin would be able to assign to work, comment, assign to others & reply to emails from the Shared Triage. This might help you for now, as you would then be able to see that emails had been assigned to work etc as mentioned & you can then clear if you do not need to keep these in your personal Triage.Eg. email@yourdomain.com is the email associated with Shared Traige. Your emails amlbmo@yourdomain.com would then autoforward from your email to email@

208230

9 days ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

Assignments - how can my colleagues most easily see these items I've assigned them, and update their status?

I am interested in the answer to this question as well. We have specifically asked Karbon to stay with the To-do set up for us, as we use this feature a lot. We have not been as confident with how Assignments will work with Emails & Notes, due to the issue raised above.

2 months ago

Dave GeorgeKarbon Team

CBC-OfficeRising Star

asked in Ask a Peer

Move colleagues planned week from personal My Week?

Hope this works to link the feature request 🤞

1 year ago

CindyPBeginner

asked in Ask a Peer

Internal comments; linking to email

@CindyP We use the same process as explained above by @max There have been times when there has been an existing conversation on either a note or task that we then want to use to create an email to send to client. In this case we would use the comments to discuss wording & what to include in the email. Then the email would be sent using the existing conversation thread & we will link to the origional thread in a new comment under the email once sent.You can copy the conversation link on a note or task using the three dots in the top right & then paste this into a new comment on the email that you just sent. Not sure if this might be useful for you, on top of Max’s answer above.

1 year ago

CBC-OfficeRising Star

asked in Ask a Peer

Email's in To Do when updated to fully using My Week

@Rebecca Williams Filtering timeline by status would be amazing!

1 year ago

CBC-OfficeRising Star

asked in Ask a Peer

Email's in To Do when updated to fully using My Week

Thanks @max and @Victoria Peters for your processes on this. We will also comment on emails when sent to file & then when completed/entered etc. But this does get very time consuming with having to scroll back to the email through the timeline to find the specific invoice after it is sent.Interesting idea @Victoria Peters with splitting monthly work into weekly chunks for just the emails. This might work for some of our clients, but others have too much that even looking at each of the weekly breakdowns would be a lot.@Rebecca Williams Is there anywhere that goes into depth for the Assignments feature? Wondering if some tweaking of processes in this could help at least discover if anything had been missed.As for the clients forwarding direct to the file, some do & at times we have found that they will try to forward without an attatchment & we need to go back to them. Or that they forget to do this before we look at their work, and we need to remind them before we can start

1 year ago

CBC-OfficeRising Star

asked in Ask a Peer

Is it possible to assign to a Team instead of just to a Colleague?

Very good point @Terri Warren I do understand how easy it could be to loose track of ownership with the fake colleague. I do think it might be worth discussing for the functionality it may bring to our teams (specifically admin & the work that is always very flexible in its assigning). Thanks @Victoria Peters This has at least given us something to think about. I have also voted on the shared inbox, this could be VERY useful for invoices for bookkeeping work. I had mostly been hoping this could have been a feature for tasks more so than work, which would then appear on the work/to do for all members of the team. We have a few admin tasks at the end of checklists. Think mailing items to client, calling client to collect, filing etc. These are more general tasks & don’t need to be done by a specific member of our admin team. Would be nice to have these tasks assigned to the Team as a whole & then when one of the admins are filing they then either assign these tasks to themsel

1 year ago

CBC-OfficeRising Star

asked in Ask a Peer

Privacy setting for Person Contact to reflect Organisation Privacy setting

1 year ago

CBC-OfficeRising Star

asked in Ask a Peer

Privacy setting for Person Contact to reflect Organisation Privacy setting

YES! That is basically what I was asking, you have put this in better words than me. I will put in a feature request and I might borrow some of your wording.

1 year ago

CBC-OfficeRising Star

asked in Ask a Peer

Privacy setting for Person Contact to reflect Organisation Privacy setting

Hi @max ! You are correct but we also want to still have the email connected to the person contact as well as the organisation. We follow the option you mentioned above, but still leave the person connected as well. It is a similar thing with notes created, they get connected to the relevant Organisation but if they also happen to relate to the Person we will also add to that contact card as well.I was wondering if there was a way to restrict the visibity without creating a client team for the Person. As there could be information on Company A that we don’t want everyone on the client team for Company B to see. But we still want to connect the Person to know who email/called and also be able to search the Person timeline for emails sent to us.We are a small company and still want everyone to be able to see Person contacts in Karbon to be able to view contact details (Name, email, phone number etc) but do not nessesarily want everyone to see all information for a Company that is Private

1 year ago

Anonymous

New look for Work Insights, reorder saved views, and more!

My favorite thing with this update has to be that you can now see the names of Private or Hidden clients that you are in the Client Team for! This makes it so easy to actually see the data that relates to each client without compromising on the privacy settings in the teams.

76310

2 years ago

CBC-OfficeRising Star

asked in Ask a Peer

Is it possible to keep an old users name on all past work, after name has been changed?

Thanks @max ! That is actually a great idea to set up with the alias emails. I will actually run this past my manager/director for their thoughts on using something similar to this in practice. I am the company’s Karbon champion & administration, but I love reading all the ideas from the community to see how these would benefit how we use Karbon internally. At the present moment we have been operating new employees as above, using the same email but changing the users name. And while there is an external spreadsheet with a timeline of who was the user for which email, it would be nice to have this easily reflected inside Karbon. Even if we change to alias going forward, this still leaves all the past changes to not be easily reflected in Karbon.But thanks again for the suggestion! I will definitely pass that on!

2 years ago

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Quynh Ngohas earned the badge Topic Starter 5
Shaun Farrugiahas earned the badge Collaborator 10
naomi_paulsonhas earned the badge Collaborator 10
naomi_paulsonhas earned the badge Topic Starter 5
heatherdarnellhas earned the badge Collaborator 5

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