Topics started by Melissa Reeves

3 Discussions

M
Beginner
Melissa ReevesBeginner
asked in Ask a Peer

Set Client Private within Karbon

Is there any way to set a password on a client so not everyone in the office has access to them?

4
SamG
Sr. Karbon Community Guide
6 months ago
M
Beginner
Melissa ReevesBeginner
asked in Ask a Peer

How to delete mass work projects

We had Karbon set up with reoccurring monthly work. But we did not start using Karbon yet. So we have a ton of past-due work projects that need to be deleted. How do you do that for mass work projects?

3
M
Beginner
11 months ago
M
Beginner
Melissa ReevesBeginner
asked in Ask a Peer

Triage timeline question

Is there a way to have your emails in triage automatically link with their timelines?

1
Rebecca Williams
Sr. Karbon Community Guide
1 year ago

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