Topics started by CBC-Office

5 Discussions

C
Rising Star
CBC-OfficeRising Star
asked in Ask a Peer

Move colleagues planned week from personal My Week?

Is it possible to move the planned week for colleagues when moving the work in my personal My Week? When looking at the details page for the Work itself I can edit the planned week for all involved but it would be great to be able to do this when I am moving in the My Week view also.If this is not already an option, would this be something others would like to be able to do? Or just me? To give an idea, the planned week is set as the Week of Start date, so ALL involved have this as their planned week. But some will not need t look at or do any work until 1 or 2 weeks after the start date. Would love the Admin Team to be able to change this in a centralized view for all colleagues to help with scheduling work.Example of moving planned week from Work details tab. Would be great if something like this was an option in My Week, unless I have missed something?  

4
C
Rising Star
1 year ago
C
Rising Star
CBC-OfficeRising Star
asked in Ask a Peer

Email's in To Do when updated to fully using My Week

I can’t find an answer anywhere for this question I have. I know To Do is going & will be replaced fully with My Week. I am loving My Week & the only reason I am hesitant for the full move away from To Do has to do with emails sent from clients that are assigned to me (or others in company). We do bookkeeping solely and clients will email invoices & receipts, these get assigned to the person that works on the particular client’s work & connected to the relevant checklist. All fine with My Week & how it works.However, two points in which I utilise the To Do screen.When we get to the bookkeeping work these invoices get forwarded to the clients accouting file (MYOB or Xero), forwarding these from the work timeline resets to the top of the timeline EACH TIME an email is forwarded, which when these emails are forwarded from the To Do screen view it doesn’t move the current screen view. In the To Do screen (filtered by client/work & emails) there is less chance of an

6
C
Rising Star
1 year ago
C
Rising Star
CBC-OfficeRising Star
asked in Ask a Peer

Is it possible to assign to a Team instead of just to a Colleague?

Is it possible to assign to a Team instead of just to a Colleague? We have a few different Teams, for a mix of Client Teams, Department Teams etc. and it would be helpful if emails or tasks could be assigned to the Team as a whole instead of the individual (to start). This process happens already in some cases using the Team Tag. However, would work better with our processes if tasks or Work could be assigned to a Team (think repeat work/task creation) then can be assigned to the individual from here.

5
Terri Warren
Superstar
1 year ago
C
Rising Star
CBC-OfficeRising Star
asked in Ask a Peer

Privacy setting for Person Contact to reflect Organisation Privacy setting

I’m not sure if something might already exist or if this would need to be a feature request.Wanted to know if there was a way to set the Privacy of a Person Contact to show visability of communication connected to their contact card to only those who are also part of the client team for the organisation. Eg. “John” has sent an email to us (CBC) this email is automatically connected to “John” as a personal contact, then connected to any relevant work & Organisation “Company A” that applies.“John” has a Public privacy setting, but “Company A” is Private. The email can still be seen by everyone at CBC (total 10 people) from the timeline for “John” but we want to limit the privacy to that of the Organisation for this email now that it has been connected to “Company A” (client team of 4).We have a few person contacts, that are connected to multiple Organisations. And these Organisations have different client teams, we would like to limit visibility by Organisation and still have the opt

6
max
Sr. Karbon Community Guide
1 year ago
C
Rising Star
CBC-OfficeRising Star
asked in Ask a Peer

Is it possible to keep an old users name on all past work, after name has been changed?

We use generic emails (office@ etc) which are used for our Users in Karbon. When an employee leaves, we will disconnect the user and related email. However, when we have a new employee start we will allocate them an email from a past employee. The user is then updated with the new employee’s name and details, using the existing email.This will then overwrite all of the past comments, work etc that had been allocated and completed by the past employee. Eg. “Jane” commented on 01/01/2021, will then change from “Jane” to the new name “David”. Is there a way to have the past name “Jane” remain on all the past work and comments, but all new work and comments be from “David”?

2
C
Rising Star
2 years ago

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