Topics started by lbernstein

2 Discussions

lbernstein
Rising Star
lbernsteinRising Star
asked in Ask a Peer

deactivate a client/contact

Is there a way to deactivate a client or contact when they are no longer a client? Ideally this would remove them as a choice from tagging emails to work items, maybe even exclude from search unless “show inactive” was selected.i do not want to delete the client or contact record because i want to keep the history. 

2
Rebecca Williams
Sr. Karbon Community Guide
5 months ago
lbernstein
Rising Star
lbernsteinRising Star
asked in Ask a Peer

IT managed service provider for remote teams

We are looking for a managed IT service provider to help us support our remote team both US and overseas. Microsoft environment. If you like the group you work please share recommendation.Team size is currently 8 seats and growing. TIA

1
max
Sr. Karbon Community Guide
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings