Topics started by Lauren Lewis

4 Discussions

Lauren Lewis
Beginner
Lauren LewisBeginner
asked in Ask a Peer

Template Building

Hi Everybody! When it comes to building  templates, do you find it best to write out your current practices or rather research ways to improve upon your foundation? What tools have you found to strengthen your operations? Thank you!

9
naomi_paulson
Rising Star
1 month ago
Lauren Lewis
Beginner
Lauren LewisBeginner
asked in Ask a Peer

Internal reminders for @ Mentions

Hello! We are wondering if there is a way to create a reminder on internal @ mentions? When we have a question and @ mention each other either in a task, note or otherwise, we are noticing if the question is not answered immediately, it is forgotten and then we get behind. Is there a system where we can implement to set reminders on these things? Thank you! 

3
SamG
Sr. Karbon Community Guide
2 months ago
Lauren Lewis
Beginner
Lauren LewisBeginner
asked in Ask a Peer

Client ID Numbers

Hi everybody! Quick question regarding the Client ID Number. I work for a bookkeeping company and outside of Karbon, we’ve not used Client ID Numbers. What is it’s purpose and is it detrimental to the Karbon system? Thank you!! 

4
Lauren Lewis
Beginner
3 months ago
Lauren Lewis
Beginner
Lauren LewisBeginner
asked in Ask a Peer

Better Business Practices Templates?

Hey Team! Just wondering if you have any favorite templates for better business practices? Things that talk about employee benefits, building SOP’s, watching internal movements? Are there things out there like that in the Karbon-verse? Thank you!!  

2
Lauren Lewis
Beginner
3 months ago

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