Topics started by Mike Goldade

2 Discussions

Mike Goldade
Beginner
Mike GoldadeBeginner
asked in Ask a Peer

Bookkeeper access

Wondering if there is a way to set up a clients bookkeeper as a contact so that way if we email client requests out with the magic link they could forward it to their bookkeeper and then they could upload some of the documents we are requesting. or if the bookkeeper could have a portal login where they could deposit information into specific clients they are related to.Thanks

3
SamG
Sr. Karbon Community Guide
3 months ago
Mike Goldade
Beginner
Mike GoldadeBeginner
asked in Ask a Peer

Contact Search

Are you able to search for clients by typing in their address, seen that it was suggested as an idea about a year ago and not sure if it has been added in.Also are you able to customize what comes up client into wise when you do search, did a phone number on and it is just the organizations name, I need to click into it to see the phone number, wondering if that is a default setting type thing to show that.

2
Mike Goldade
Beginner
3 months ago

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