Topics started by Xavi Mendez

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Beginner
Xavi MendezBeginner
asked in Ask a Peer

Is there a way to attach older emails to work items, if the Karbon user itself is relatively new?

Hi! So basically my firm has a large client which we designated a specific email for any correspondence from them. OInly yesterday did we finally create a Karbon User for this email, so we could attacxh any emails from them to the work items. Ideally our firm, wants to go back and have all the older emails appear in triage to attach them to our clients timeline and work item. Is there a feature/setting within Karbon that allows that or will we only be allowed to attach new emails in the triage to our client’s work item/timeline? Thank you!

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SamG
Sr. Karbon Community Guide
10 months ago

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