Home
Product Updates
Open Karbon
Support

Home
Search

Recent Activity

68 Discussions

Recently Active

Most Views Most Replies

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

Hello, I am new in Karbon and was wondering if there is a template for Entity formation like S-Corp, C-Corp, Partnerships, and SMLLC. Regards, Alberto

Matt272Beginner

asked in Ask a Peer

Folders/Grouping in My Week

Would any one happen to know if there is any way to group items in My Week together in folders or something similar. I need to switch between clients quite frequently and at the moment am individually moving 3 to 7 items into the “Working on Now” section every time I switch to a different client. Hoping there is some way to group items together under client name so that I could move all items as one rather than individually.

Rachel PengKarbon Team

Manage work by external deadlines

After a successful beta program, the deadline feature is now available to all Karbon customers.This feature gives your firm the ability to add external deadline dates to work items and manage work based on those.With the option to set up internal due dates and external deadlines on work items, you can now better plan, visualize, and prioritize deadline-driven work. Take a feature tour below. Difference between deadlines and due datesDeadlines are different from due dates. Deadlines are often driven by an external source like a statutory tax filing date whereas due dates are more internal. Ultimately, the two date fields provide you with more flexibility and you can use either or both to manage jobs in ways that make the most sense for your firm.Set up an external deadline on the work itemTo add a deadline on a work item is easy. If you’re creating a brand new work item, click Show Deadline and a new deadline field will appear for you to enter the desired date. You can also edit or add

Wendy KerrisonBeginner

asked in Ask a Peer

Client has responded to Client Request but how do I find their information?

Newbie here, I sent out a client request. He has responded to all of the answers however I cannot see them for the life of me. How do I find the answers and the documents? thanks in advance!Wendy

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

Goal:Make collecting information from clients as easy as possibleSteps:Create a questionnaire in Typeform Add hidden fields Publish (You’ll get a URL that looks like this but with your own typeform_key and form_key) https://typeform_key.typeform.com/to/form_key#preferred_name=xxxxx&client_name=xxxxx&work_item=xxxxx&contact_name=xxxxx Add a little HTML link to a Karbon client task. This page may help you understand what’s going on here: https://www.w3schools.com/html/html_links.asp Replace the placeholder “xxxxx” with your the dynamic tags in Karbon (update typeform_key and form_key to your unique values) Add dynamic text between the <a> tags <a href="https://typeform_key.typeform.com/to/form_key# preferred_name=<%preferred_name>& client_name=<%client_name>& work_item=<%work_name>& contact_name=<%contact_name>"> <%client_name>'s <%work_name> Questionnaire</a> Send and

Ian JackRising Star

asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox.

DeeDee2Beginner

asked in Ask a Peer

Bulk Change Due Date

How do you bulk change work due dates. It is a crime to go in one by one. Especially when you have been out for a week.

naomi_paulsonRising Star

asked in Ask a Peer

Assistance Needed: Tracking Clients by Date Added in Karbon

Hello Karbon Community,I'm reaching out today because my boss has assigned me the task of reaching out to Karbon community for assistance regarding a crucial functionality we need.As we've transitioned to using Karbon as our primary software solution, we've encountered a challenge regarding tracking clients by their date of addition to our organization. In our previous software, this capability was readily available and invaluable for our operations.Given our active involvement in a brand growth and marketing program, tracking our client growth on a monthly basis is imperative to our business plan. It allows us to evaluate the impact of our marketing efforts and ensure we're meeting our growth objectives effectively.Therefore, I'm reaching out to inquire if Karbon offers a feature that enables users to track clients by their date of addition to the organization. This functionality is crucial for our operations, and we must be able to access it to fulfill our business requirements.Your

Amelia FreemanKarbon Team

Email task in a work template

In a work template or work item, you can now create a new task type—an email. This removes the need to navigate away from your workflow to compose and send emails separately.To use this feature, simply go to a work template or work item and select Add Task > Add Email. Choose an email template from the drop down menu or create one. If you are in the Karbon AI beta program, you will have a choice of using an email template or opting for the AI prompt. By using the AI prompt, you can effortlessly draft concise and impactful content, saving you time and mental effort. If you would like to be part of the Karbon AI beta testing group, please sign up now. Once you've created the email task within the work template, you can send the email directly from your workflow without having to navigate away. The sent email will automatically be saved to the timeline, giving everyone in the firm visibility and preventing duplication of work.This enhancement simplifies email management, and improves

Adam CahillBeginner

asked in Ask a Peer

Email Font

Hi,Is there any way to change the default font when sending emails? It’s not the same as my email signature, and I’m finding I have to remember to change it before I send any email. Thanks in advance!Adam

naomi_paulsonRising Star

asked in Ask a Peer

Where is the To-Do List Feature in Karbon?

Hello Karbon Community,I've encountered a puzzling issue regarding the To-Do List feature. Despite watching videos and reading articles about how to use the To-Do List, I can't seem to find it anywhere within Karbon.I was particularly excited about this feature when we were initially looking into getting Karbon, as it seemed like a powerful tool for task management. However, it's been challenging to utilize something that appears to be missing entirely from our platform.I'm wondering if the To-Do List feature has been removed or if there's a specific setting that needs to be enabled for our company to access it. All the resources I've come across only explain how to use the feature without addressing where to find it or how to enable it.Could someone please clarify if the To-Do List feature still exists in Karbon? If so, is there a specific step I need to take to enable it for our company?Any guidance or insights would be greatly appreciated. Thank you in advance for your assistance.

Amelia FreemanKarbon Team

published in Community Guides

How to submit your Karbon feature idea

Welcome to the Feature Idea section within the Karbon Community! This is where you can suggest new ideas that will help make Karbon even better. We’re excited you’re here, and encourage you to share your ideas.To share your idea/s with us, simply click ‘submit an idea’ and follow the prompts.To ensure all Community members can enjoy sharing and engaging in potential feature ideas, we have some guidelines for everyone to follow. Search firstIt’s possible your idea has already been submitted, so to avoid any double ups, please search existing ideas first. You can then contribute directly to the existing conversation. Voting and choosing feature ideas to develop nextWe value all feature ideas submitted by our Community, and we read each and every request. But in addition to customer feedback, there are many factors that influence which features we implement. If an idea has a high number of votes, this doesn’t necessarily mean it will be added to the product roadmap. In the same way, if an

Zeke TaylorBeginner

asked in Ask a Peer

Effective Triage Clearing

We recently started to use Karbon as our Go-To. While it’s been fantastic so far, a tiny hiccup has appeared for some of the staff. When we had our Outlook added to Karbon some of the staff that have been here an exceptional amount of time find ALL their emails have merged over throughout the years. One of our staff presently has 17,000+ items in triage, is there a way to simply wipe away all BUT the current year without combing through hours of emails to not accidentally remove present year emails?

BevisWBeginner

asked in Ask a Peer

Timesheets - sorting time entry lines

Is there a way to adjust the order of Time Entry lines?We have quite a number of people who are adding the start/stop times in the Notes box, but this doesn't appear to let you adjust the order of the entries

Torie FreestoneBeginner

asked in Ask a Peer

Client deleted in error

How do I claw back my client and all their information if they have been deleted in error?

Kari HannumRising Star

asked in Ask a Peer

How do you enter a contact with multiple contact types?

How do you enter a contact with multiple contact types? We have Customer and Professional Alliance as contact types. Often Professional Alliances are also Customers and Customers are also Professional Alliances. How do you all manage something like this. Up to this point the Customer Contact types is given preference in our contacts.

Elma KmetasBeginner

asked in Ask a Peer

Email Templates - Standard Users

Hello, Can standard users access email templates?

Emily WilsonRising Star

asked in Ask a Peer

Time off in lieu (TOIL

How are your team recording their TOIL of their Karbon timesheets? I need to devise a system for staff to record their time off in lieu. A system we came up with in our last time recording software was to record negative time to a code. For example, if someone worked one extra hour in a day they log all time that day to a client/work item as usual then they would log ‘-1’ hour to the TOIL code, then, when they wanted to take the time off they would log it to the same code and they could run their own report against this code to track. We can’t log negative time in Karbon, so I’m wondering what others do? The best I can come up with is for everyone to keep a TOIL note at the bottom of their timesheets each week (e.g. brought forward hours +/- this weeks hours) but it’s a bit of a faff ! Do you have or have you seen any better solutions? Many thanksEmily

Amelia FreemanKarbon Team

posted in Community Feedback

Bulk Updating Work Items From Template

Hi Karbon Community We are exploring how we can solve this feature idea - If this is something you would want to do, we have a question for you:Would you expect all work schedules off the template to be updated to match the template or would you want to pick particular schedules (e.g. by client)? Please let me know in the comments below. Thank you!

KathiBeginner

asked in Ask a Peer

Once a task is completed - how can a colleague be alerted that it has been completed?

Once a task is completed in a work flow - which has an automator set to change the work status to ‘completed’ - is there any way of alerting a colleague that is has been completed - sort of an automator that can email a colleague?

Loraine TumpalanBeginner

asked in Ask a Peer

Average Email Response Time

How to keep it low? I believe I’ve been sending replies within 24 hours but my insights show 74 hours. Any tips? Thank you

drich208Superstar

posted in Ask a Peer

Time Entry & Capacity Management

I'd like to expand the functionality and quality of our capacity management data. One of the things that is a struggle right now is the ‘total capacity’ data in Karbon is fixed and hard to change. Most of our team is part time and hourly, with some fluctuation in total hours worked each week. Not a huge deviation from week to week, but enough of a difference to warrant a change to the ‘total capacity’ data in Karbon each week. I would especially like to see time worked vs time paid on a specific day. There are times when this could be very helpful when job-costing specific clients, projects, etc.Here are my thoughts:Each week my data manager will have to export the colleague utilization report and edit the total capacity field with the data from our timetracker(in our case, Gusto) Then from there, we can truly assess how much time was paid vs. time worked inside of a client work We bill fixed/value-based fees only, so we’re only interested in realization rate, not necessarily the bi

Kari HannumRising Star

asked in Ask a Peer

Searching for External Comments

If you are tasked with searching for external comments for a client what do you do? Really any comments that could be buried on a work item seem to be lost unless you look through each task or client task. Does anyone have a good way of managing this?Does anyone know of a way to do a keyword search of comments?

Lachlan MacindoeKarbon Team

Merge contacts, Client Team custom fields, UK card payments + more

After successful beta programs, contact merging and Client Team custom fields are available to all customers. This release also adds the ability to delete manual payments, void sent invoices, and accept card payments from UK clients. Merge contactsApril 2, 2024 Update: Please note that the ability merge contacts has temporarily been removed. The functionality will be added back later in April.After a successful beta release, the ability to merge contacts is now being rolled out to all customers over the coming weeksWhen available in your account, you will be able to identify duplicate contacts and combine their contact details, work, and timelines into one record. This is a crucial step in maintaining a clean and organized client database.To merge contacts with similar names and email addresses, navigate to any contact, click the three dots icon, and choose ‘Merge Duplicates’. From there, follow the steps to complete the merging process. To maintain the security of your sensitive data,

Daniel MalinowskiBeginner

asked in Ask a Peer

Timestamp for emails - complete date

Regarding emails in the work flow, is it possible to show the complete date? For example, an email that shows “yesterday” is perfectly clear in Karbon but it is ambiguous as audit support.

1
2
3

Page 2 / 3

Badge winners

CBC-Officehas earned the badge Idea Generator 5
Matt Byrnehas earned the badge Idea Generator 5
Stephen Rooshas earned the badge Topic Starter 5
Heather Lancasterhas earned the badge Collaborator 5
drich208has earned the badge Collaborator 25

Show all badges

Powered by Gainsight

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Use your Karbon account to log in to the Community.

KARBON LOGIN

Log in to the Karbon Community

Use your Karbon account to log in to the Community.

KARBON LOGIN

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK