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barmfieldBeginner

asked in Ask a Peer

Importing contact information

I was just exploring the client export and import functions. We are part of the beta testing for billing in Karbon, and I have just signed up for the XPM integration as well. We need to do a fair bit of work with respect to updating our Karbon database, clients, organisations, groups, emails and addresses primarily, as XPM is our source of truth. I know we can do a bulk upload and send to Karbon to process for us if I need to. In the interim though, if I download a client list from Karbon Contacts (either All Contacts, People, Organisations or Client Group), make changes to that list but don't touch the Karbon identifier number where there is one, then import the same updated list, will this just overwrite the existing contact details to the new detail on the list, or totally create new contacts again. I am just after a quicker way to update our client lists, and obviously don't want to duplicate all the clients again if I modify the downloaded list, then reimport that list. I am hopin

1 day ago

Rebecca WilliamsKarbon Community Guide

asked in Ask a Peer

EmilyWBeginner

asked in Ask a Peer

Copying and pasting into Karbon

A recent problem but I can no longer paste into emails on Karbon. I have tried Ctrl V, right clicking and selecting paste or paste as plain text, it just does nothing. Other Ctrl functions for copy, bold etc work fine and I can paste into comments on Karbon and systems outside of Karbon. Has anyone else experienced this or any advice how to fix? Thanks

4 days ago

Shannon YuedeBeginner

asked in Ask a Peer

Email keeps going back into Karbon after Clearing

I have cleared an email from Karbon no less than a dozen times. It keeps popping back up in my Triage….It’s not because I am being tagged or someone is replying to the email, it’s the same thread with all of the same info and it just won’t stay away. Its very frustrating. Thank you!

5 days ago

Craig CodyBeginner

asked in Community Guides

Multible business's inside Karbon

We are adding a second pe=ractice to our business along with a partner in that business. Is there a way to set this up (Best Practice) so that when reports are run we can see only 1 business at a time??

6 days ago

Darleene ReeveBeginner

asked in Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

In the past we used an excel spreadsheet to add specific notes to each clients file. Ex cc numbers, things that need to be referenced regularily, this could be updated my anyone in the company if any changes were made or needed to be noted. Each client had their own tab for these notes.I copied all these notes from out “TASK by CLIENT” sheet and pinned them so they are seen immediately if an organization is opened.However we have noticed if I created the note, no one else can add to it. Any help would be appreciated and steps on how to do it. thanks in advance!

10 days ago

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

Both companies claim to work well with Karbon, but I’d like to know about your experience and why you chose one over the other. We’re leaning towards GoProposal, but it appears that most Karbon users using this type of app prefer Practice Ignition. Does Practice Ignition integrate better? Is there less manual work in Karbon after signing an engagement? Please share your experience so we can make an informed decision.Thank you!

10 days ago

Kristine GrayRising Star

asked in Ask a Peer

Better workflow from Triage to My Week

I love Karbon...but I’m really struggling with the efficiency of having to go through Triage, assign emails to My Week, and then go through them all over again in My Week, to sort them into the different timelines (This week, next week...).There has to be a better, more efficient way. The current workflow has me ignoring My Week completely.Help.

11 days ago

Kendra MottlBeginner

asked in Ask a Peer

Saving things in Karbon

Hi, I was wondering what’s the best way to save documents for a client? Should I be using Karbon and Google drive or can all the info be saved to Karbon in one place? I noticed you can attach documents to a client’s work item but after the work item is complete are those documents archived?

11 days ago

Cynthia VinczeRising Star

asked in Ask a Peer

Creating a Quote for Clients

I’m reviewing the roadmap webinar for Q2 2023. I’m very interested in the Time & Budget and invoicing… but as we engage a client, we should be creating a quote…. Can you create a quote in Karbon????

12 days ago

Sandy ParkerBeginner

asked in Share Tips & Best Practices

How to Create Workflows for Fiscal Year Ends

We are finding it it very time consuming and very difficult to try and figure out how to enter workflows for clients that have fiscal year ends. Does anyone know of an easy how-to process for this?

13 days ago

Jessica N MoonBeginner

asked in Ask a Peer

Sending a client a link to their reports

Hi, Is there a way to store links to the clients reports that they can easily access through their portal? I’m also still trying to understand what they see on their portal and if we can access it? Is there a way to send those report links without sending an email?

13 days ago

Melissa ReevesBeginner

asked in Ask a Peer

How to delete mass work projects

We had Karbon set up with reoccurring monthly work. But we did not start using Karbon yet. So we have a ton of past-due work projects that need to be deleted. How do you do that for mass work projects?

17 days ago

StuartKKarbon Team

asked in Ask a Peer

API rate limiting questions

Hi Karbon community & API users - The Karbon API is growing in popularity and use - we’re still a way away from that popularity impacting the speed and availability of the API, but we’re conscious that at some point we will need to address this and don’t want it to come as a shock to anyone.We’d love your thoughts on API rate limiting and performance - but for now the sorts of limits we’re proposing would be something like:10,000 requests per day per Karbon account/API application key a maximum of 60 requests per minuteWhere the limit is exceeded, we’ll respond with a different HTTP status code (429) and a header telling you when you can try again.Specific questions:Have you ever had to deal with API rate limiting before? Would these limits cause you issues? Are there behaviours in the API today that cause you to send more requests? Are there any performance (e.g. response speed) issues that impact your API use today?Many thanks,Stuart

18 days ago

AmandaBeginner

asked in Ask a Peer

Triage not syncing? (May 10 2023)

Is anyone else having issues with their email (in this case Gmail) not syncing to Triage? It’s just after 4pm Pacific and emails from at least from roughly an hour ago (right around 3:15 pacific) haven’t been syncing into my triage. Is this a known issue? If not.. are there any fixes? I’ve already restarted my browser (Chrome)

24 days ago

FischbooksBeginner

asked in Ask a Peer

Copying and Pasting into emails

Sometimes I cut and paste items to include in an email to a client. Anytime I do this through Karbon, the snippet always looks massive and I can’t resize it. Are there any tips to improving this?

26 days ago

Lee TurnerBeginner

asked in Ask a Peer

Archive a Task Type?

Hello. Is it possible to archive a Task Type we don’t want to use anymore? We don’t want to delete it.

30 days ago

Kitty LoBeginner

asked in Ask a Peer

Sending client emails from Task page - no client checklist needed

I would like to send an email and attachment from the Task and workflow area.In this case, I don’t need a client checklist or for it to change the status of the work. I want the client to be able to quickly forward a simple attachment to an advisor/lawyer.Can this be done?

30 days ago

David SadowskyRising Star

asked in Ask a Peer

Bank Routing and Account numbers

For many things we do, we might need to enter a clients bank account and routing numbers in order to pay something (mostly taxes). We currently keep that data on a physical sheet in our office. Ofcourse, when someone is sick and is working from home, this becomes a problem.I’ve seen people recommend lastpass to store passwords, but it doesn’t seem to include things outside of passwords like this. So, how are people handling this? Our salesperson showed us the karbon security page https://karbonhq.com/security/ and said putting that information in a repeating task is actual secure. Since most logins are 2factor anyway, we have not been using Lastpass for passwords and instead just putting them in the Karbon task, but we haven’t yet moved account numbers or other things that wouldn’t have that 2factor authorization when using.

1 month ago

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