Topics started by Kevin Dodgson

3 Discussions

K
Rising Star
Kevin DodgsonRising Star
asked in Ask a Peer

Is there a way to scrub my Contacts?

My contact list has grown endlessly and includes people I haven’t worked with in 2 years.  Is there a way to see when the last time someone had Work associated with them so I could quickly run through and delete old/unused contacts?

1
SamG
Sr. Karbon Community Guide
4 months ago
K
Rising Star
Kevin DodgsonRising Star
asked in Ask a Peer

Deleting completed work?

I feel like there’s an obvious solution to this but I haven’t found it after searching the forums.  Is there a way to clear out my Completed and Cancelled work items? They’re currently just piling up over time and I currently have a few hundred sitting there.  I understand it could be helpful to see how many you’ve done during a tax season or calendar year but I don’t need them to stay forever.  Is there a way to get rid of those in bulk?

3
K
Rising Star
7 months ago
K
Rising Star
Kevin DodgsonRising Star
asked in Ask a Peer

Is there a way to bulk-assign new employee previously-created work?

I’ve just brought on a new tax preparer and have him set up in Karbon.  However, I have about 100+ clients that have already signed engagement letters via Ignition and have those work templates already created with me as the preparer.  Is there a way to quickly bulk assign a bunch of them to him?  (Updating the work template should fix it going forward, but looking to avoid manually assigning each client to him) 

1
max
Sr. Karbon Community Guide
1 year ago

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