Topics started by Nancy

3 Discussions

N
Rising Star
NancyRising Star
posted in Share Tips & Best Practices

Karbon Magazine Article - 3 of the best ways to organise process documentation

I don't know who wrote the article but I really appreciate the ideas in it. I tend to organise and name my Karbon process templates by work-type but have found that there is some confusion and colleagues can't find them quickly. The idea of organising them by frequency of tasks hadn't even occurred to me. How do you guys organise your Karbon templates?  Any top tips or suggestions would be much appreciated. 

4
Rebecca Williams
Sr. Karbon Community Guide
7 months ago
N
Rising Star
NancyRising Star
asked in Share Tips & Best Practices

Filtering by Client Groups - Only The First Client Group Shows Up in My Work Filter

Does anyone else have problems filtering Work views by Groups when more than one Client Group is linked to an entity? We usually link all related entities to one client Client Group but recently we started receiving a number of referrals from a specific referrer.  With this in mind we set up a separate Client Group for that referrer and started linking it to the entities that he referred.   While it's obviously possible to have more than one client group linked to an entity, the problem is that tracking the client work using the Client Group Work Filter seems to be intermittent.  I've  noticed that they don't all show up in my Work Filter.  I'm  not quite sure why but I think it has something to do with the order that I've added the Client Group.  Only the first client group added seems to show up in my Work Filters. Any thoughts or ideas about why this would be happening would be most appreciated. 

5
Rebecca Williams
Sr. Karbon Community Guide
2 years ago
N
Rising Star
NancyRising Star
asked in Ask a Peer

Outlook Emails Intermittently Not Pushing to Karbon Triage

One of our team members is not receiving all of his emails from his Outlook inbox to the Karbon Triage and we can't work out why.He has been receiving them just fine for quite a while and then recently noticed that there were a few emails from clients that have intermittently not been pushing across. Is anyone else having this problem?

5
N
Rising Star
2 years ago

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