Topics started by Brian Davis

9 Discussions

B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

How to see comments/notes on a client task

i sent a client task to someone with some questions. They entered a comment on the client task. How do i now get that information out of Karbon and into my workpapers?  I need those notes printed out but i don’t see anyway to print that like i might print an email.  

3
Renee Padberg
Rising Star
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

karbon and zapier

why can’t i get a zap to pull a project from Karbon?  If i create  a project in Karbon, there is no way to run a zap to pull that data from Karbon and then create an external list in Excel or some other program of all projects that i have.more and more i’m getting very frustrated with karbon.

5
Automation n Stuff
Rising Star
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

Karbon and Sureprep

question for you Karbon and Sureprep users:  sometimes clients will send me an email with information for their tax return. Currently i drag and drop that email into the Sureprep binder.  With Karbon, i seem to have lost that ability to easily add the email to a Sureprep binder. I’m wondering if anyone has a way to handle things like this. 

3
T
Rising Star
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

CRM

What do you all do about any kind of CRM stuff in Karbon?  In other words: I add a new contact. How do i tag that as being from a referral source or anything like that? 

5
max
Sr. Karbon Community Guide
1 year ago
B
Rising Star
Brian DavisRising Star
posted in Ask a Peer

how to change an employee's email

i sit possible to change an employee’s email address?  I created an email of admin@----- and now i want it to be her name@------

2
B
Rising Star
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

Setting a task to working on now

sometimes a client will call me to ask about the status of his return. I click on the magnifying glass to search for the work. then i open the work. I see which tasks have been marked off and where the project is - then i think i should put this at the top of the queue to finish off today. There doesn’t seem to be any way to mark a task to put it in My Week as “working on now” while i’m in the project.  Is that right? 

6
max
Sr. Karbon Community Guide
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

how do you you see replies?

I posted a question about half an hour ago. Now it is flagged as having two replies (see image). Where are those replies?  

3
B
Rising Star
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

Adding "person" to an "organization"

Is there a way to add a person to an organization while i’m in the organization? Or is the only way to change to the person’s contact and add the organization as a card?

9
kylenecarse
Community Champion
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

Opening an email starts with oldest email in thread

When i open an email it seems to open with the oldest email in the thread first.  Is there any way to change that?  I tried to assign an email to an associate that was the result of three emails back and forth to get the current address.  I wanted to assign that last email to the associate to update the address in our tax software. But instead my associate got the full chain and has no idea what i was asking her to do.  The address itself is buried way down in the bottom of the thread. 

3
max
Sr. Karbon Community Guide
1 year ago

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