Topics started by Deidre Magee-Reyes

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Deidre Magee-Reyes
Beginner
Deidre Magee-ReyesBeginner
asked in Ask a Peer

Modifying an existing automated email in Client Task

Hi Everyone,I’m sure this is easy, but as a new Karbon user, who the Karbon Academy designates an “Expert”, I cannot find a way to get an email, that is a template in a Client Task, to be permanently changed.  Someone last year put the phrase, ‘2021 business tax return...” and each time I have to go in and remove 2021...EACH time!  Can someone give me a “how-to”?Thank you for this!

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Ashley Rhoden
Rising Star
1 year ago

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