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leigh
Karbon Team
leighKarbon Team

Updates to Work, Client Portal, Settings, and more!Blog

WorkNew ‘In Status’ columnIf your firm uses the First In, First Out (FIFO) or Last In, First Out (LIFO) for production planning and processing, being able to sort work items based on when their workflow status changed is essential for knowing what to action next.To enable this, a new column called 'In Status' has been added to the Work List. When a work item changes into a new status (including creation), the duration it has been in that particular status will be included in the work export (date and time). Items without a status change date will always be at the bottom, regardless of sort direction.Client PortalEntities with the same emailFor clients that manage multiple entities with the same email address, we have added the client name to the request. This increases transparency over who the work belongs to, so they know what to action and for which entity. This will appear on both the magic link view as well as the logged-in view.SettingsPermissions page is easier to navigateThe pe

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Tara
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1 year ago

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