Topics started by FiSchneider

2 Discussions

FiSchneider
Beginner
FiSchneiderBeginner
posted in Share Tips & Best Practices

Archiving old clients

No one likes losing a client; however it does happen over time for one reason or another.Karbon (at present) does not have the ability to delete a client fully and totally; and this probably a good idea as there are tasks/work schedules/documents attached to all client work that would need to be kept for compliance reasons.A work-around that we found was to simply put the client as inactive and add “ZZZ” to the front of their name.  They then no longer show up in our current client list prominently and/or appear in work tasks.Hope this solution is helpful; please let me know if anyone has a better work-around!

2
S
Beginner
2 years ago
FiSchneider
Beginner
FiSchneiderBeginner
asked in Ask a Peer

How do you engage new employees/team with Karbon?

We have recently put on 2 new staff members and are finding some resistance from one to engage with Karbon processes.  What are best practices you have found to get a team fully engaged and past the unknown  (or fear of change) management?-- Fiona

8
Ricardo Ghanem
Beginner
2 years ago

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