Topics started by Mitch Waldstein

6 Discussions

Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Sorting email in triage

Dear Karbon, Can you please add functionality to “sort” emails in Triage? If you have this, where does it exist? This is different from the search feature you already have. Your search feature does not resolve my issue.  Use case, I have a busy week and receive 1000 emails. I cant keep up with my email and need to look at it during downtime.  62 of those are related to a particular client. I have no way to “sort” conversations related to that client, attach them as a batch to a timeline, and clear them all together.  At present, I have to open gmail in another window, sort them, and then hunt and peck one by one in Karbon to attach them where they need to go.  It used to be much simpler in gmail or outlook. I could grab all related emails, throw them where they needed to go and move on with my life. No w my inbox is severely backed up because of how long it takes to manually sort my email in triage. How do we resolve this very basis request?

4
M
Beginner
9 days ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Google Drive Integration

Dear Karbon,When are you planning to roll our Google Drive support for DMS (document management system)? Our while eco system operates in Google. Incidentally, our Karbon account piggybacks on our Google logins and gmail.   Any updates on ETA for this vital integration? We are hobbling around this until we can integrate fully.  Much appreciated for a response so we can project how to handle files until you resolve. 

16
T
Beginner
2 months ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Ask a Peer

CRM Associated Contacts

Is there a way to link associated contacts? At present, the only thing I can see is to add a “person” to an “organization”. Many times, the associated contact does not work for the organization. They may be a lawyer, a wealth manager, a referral source, a gardener…  I’ve been adding my clients name to the notes section of each associated contact hoping “that” would at least help me refine search results. Even that doesnt work.  Can we add a section for “associated contacts” in the details page? Can we make it easy to attach contacts together that work for different organizations? CRM basics when dealing with thousands of contacts… How do I know this person ? When did I meet them? Who are they associated with?  Thanks!    

2
Robert Kutschke
Beginner
8 months ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Ask a Peer

CRM Functionality / Associating contacts with organizations

Dear Karbon,Is there any way to clean up the way we add and associate contacts with organizations. Presently, I advise my team to do it like this….  Please make sure “People” are linked to “Organizations” so the contacts are searchable, For individual contacts, add "Belongs to Organization", For entity contacts, go to "Details", "Accounting Details" and "Add Officer" It would be much simpler if “organizations” and People” had the same system for associating with one another. Many times we are copying and pasting contact details from the bottom of an email or from someplace else.  When you go to add a new contact, can you please add a notes field so you can drop in the details, and then cut and paste them where they need to go.   NEEDS A NOTES FIELDThank you! 

1
Rebecca Williams
Sr. Karbon Community Guide
9 months ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Edit another person's notes / Collaborative notes

Is there a way to edit someone else’s notes? I understand that you can comment on a note. That’s not what I’m looking for. We need to have collaborative notes on topics where team members add. I find us relying on Google Docs instead of working in Karbon where we should be 

1
Rebecca Williams
Sr. Karbon Community Guide
9 months ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Multiple Work Assignees

Is there a way to assign multiple people to a work item? Multiple People to a role, so that work item can reflect a role?We have two onboard specialists that work together and three managers that need to collaborate on work items . 

1
Rebecca Williams
Sr. Karbon Community Guide
9 months ago

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