Topics started by Lisa Silver

2 Discussions

Lisa Silver
Beginner
Lisa SilverBeginner
asked in Share Tips & Best Practices

Canceling Client Tasks or Client Task Section

Our firm has standard Client Task Sections in many of our templates, we customize based off of the type of client and information we may need from the client before sending client tasks out.  There are times where we receive the information through a different method than the client tasks or find out we no longer need the information that we were asking for, but we still have tasks (information) we still need from the client. I know you can always complete a task or delete the client tasks section, but has anyone found a work around for “Canceling” the task or the client task section, some way to leave the Client Task Section as it was when it was originally sent?   We love the way Karbon helps you have an audit trail of who and what other team members have done and would prefer to see those things through cancelled, rather than complete or deleted. Currently we are marking the task complete and marking an Internal or External comment that the task no longer applies. 

3
N
Rising Star
2 years ago
Lisa Silver
Beginner
Lisa SilverBeginner
asked in Share Tips & Best Practices

What are best practices for onboarding new clients?

We are always looking to improve our new client onboarding process, what are best practices for onboarding new clients? For example how are you getting initial contact information?  Are you driving people to your firm website to fill in a form, calling to obtain, client tasks, or using another method? 

2
Victoria Peters
Sr. Community Champion
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings