Topics started by Joel Breier

6 Discussions

J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Comments on a section with multiple tasks

Hi,We had clients complaining that when they receive an email that they have comments, they are not able to see which of the tasks has the new comment, they need to check each of them to see where it is. I’m wondering if any of you have the same issue and you go about it. Thank you

2
Victoria Peters
Sr. Community Champion
1 year ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Email threads in "My Week"

Hi,I see that if I put an email into “My Week”, further conversation in the email is not automatically added.Why is it like this? And Is there a way to get around this and make sure that the thread is being added into “My Week”?Thank you

4
Victoria Peters
Sr. Community Champion
1 year ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Karbon not allowing client requests to email addresses with our domain

HI,We have some clients that we do their bookkeeping and we want to send them client requests. However, the email address associated with that client is one with our domain, and Karbon does not allow client requests to be sent to addresses with your own domain.I was wondering if you have the same issue and how you are getting around that. Thank you

3
max
Sr. Karbon Community Guide
1 year ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Client Types

Hi,Is there a way to add additional client types?

2
max
Sr. Karbon Community Guide
1 year ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Client Request with attachment

Hi, Is there any way to send a client request with an attachment?

6
J
Rising Star
1 year ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Auto send Client Request Time

HI, At what time of the day do the automatic email task go out to the client?

4
Kim Clemmer
Community Champion
1 year ago

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