Topics started by Kari Hannum

7 Discussions

Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

How do you enter a contact with multiple contact types?

How do you enter a contact with multiple contact types?  We have Customer and Professional Alliance as contact types. Often Professional Alliances are also Customers and Customers are also Professional Alliances. How do you all manage something like this. Up to this point the Customer Contact types is given preference  in our contacts.

2
Rebecca Williams
Sr. Karbon Community Guide
17 days ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

Searching for External Comments

If you are tasked with searching for external comments for a client what do you do? Really any comments that could be buried on a work item seem to be lost unless you look through each task or client task. Does anyone have a good way of managing this?Does anyone know of a way to do a keyword search of comments?

4
Kim Clemmer
Community Champion
22 days ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

Finding External Comments From a Client

When a client responds to a client request, the person sending the client request is the only person who gets notified in Triage when a response has been sent by the client. (When that notification is cleared from Triage, it does not stay on the timeline).How do we find responses to client requests without going into each and every work item and client request?  

1
max
Sr. Karbon Community Guide
23 days ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

My Week and Working on Now

Our team has noticed that work items that they have opened are appearing in the Working on Now section automatically. It was my understanding that user has to move items into and out of this section according to their own work flow.  Has this happened for anyone else?   

7
LD7E
Superstar
7 months ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

Who is using the new Suite Files Integration?

We are very interested in using the Suite File integration. Who is already using it and what do you think? 

1
max
Sr. Karbon Community Guide
10 months ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

CRMs

Hi Everyone, we are looking at using a CRM. Right now we are going to demo Hubspot and Pipedrive.Does anyone have experience with these programs?Have you been able to scan business cards?  

2
D
Rising Star
10 months ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

Does anyone track IT Requests in Karbon

I have a workflow/transparency question for you all. We are an all remote team and we have on outsourced IT company. Currently, I am attempting to keep on top of everyone’s issue and make sure they are resolved. We have tried having one work item at attaching all conversations to one time line but information is getting lost. We are considering creating a work item for each tech issue with it’s own work type so that a single ticket can be followed by anyone on the team. I would be interested to hear how other companies track their outsourced IT Issues.  

4
Rebecca Williams
Sr. Karbon Community Guide
1 year ago

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