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Ashley DemersBeginner

asked in Ask a Peer

Unlock a timesheet

How do I unlock a timesheet that has been submitted and approved?

1 year ago

Asif VadariaBeginner

asked in Ask a Peer

How to Tag a client with different services

When importing and creating new contacts how can we tag different services provided to same client.Example payroll, sales tax, bookkeeping and income tax.

1 year ago

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.

1 year ago

Ray TasicBeginner

asked in Ask a Peer

Received email getting added to wrong contacts

We received an email however it has been added or assigned to a wrong contacts. Could you please help me identify what could be the problem. Thank you

1 year ago

SmittyRising Star

asked in Share Tips & Best Practices

Ken RogersRising Star

asked in Ask a Peer

Deleting Repeating Work

When deleting the next repeating work item (lets say Q2 on a quarterly repeat) after Q1 is completed , will this delete future repeats for the item or is there another step to turn off the repeating item

1 year ago

Hira UsmanBeginner

asked in Community Guides

Client Task - automatic emails/request

Hi there,I have client tasks set up in my workflows where an email requesting for information is set to go out during the month, but this automatic email seems to be having an issue lately, unsure of the reason. It has happened with a few of my clients, and I don’t know if they’re receiving the emails if I manually send them from the task either. Please advise.Thank you.

1 year ago

KamleshBeginner

asked in Ask a Peer

Export Client Details

Hi Everyone, Does any one know how to export certain information of each client?I need to prepare a report of clients with their email and telephone number.

1 year ago

Kiersten BacociniBeginner

asked in Ask a Peer

INACTIVE

How do I make a client inactive if they don’t have any work? Because it just gives me the option to just delete but I don’t want to delete them.

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Power BI Resources

I have recently been assigned to start working with Power Bi for our firm to pull reports. Does anyone have any great training videos or articles to share? Thanks!

1 year ago

AngelDBeginner

asked in Ask a Peer

How to view Overdue TASKS

Has anyone found a way to be able to view overdue TASKS for the whole practice? Not overdue Work, I’ve got that, but I haven’t been able to view overdue tasks and haven’t found an answer to this in the Karbon community yet.

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

Ad-Hoc Work

I currently use to-dos mainly to track email follow up, as there is no time and billing for to-dos. That leads me to how to best setup ad-hoc work. For example, client emails me and want me to find an old lease document. I want to bill for this, so it will have to be a work item. Do people recommend:Using an ad-hoc project with no tasks to track the work and remember to bill at that end of the work, or Do you have a generic work item where there are vanilla type tasks may not always be on point, but they help keep work on track.Thank, Tom

1 year ago

Gary WoodRising Star

asked in Share Tips & Best Practices

Unroll.me VS SaneBox VS Others?

Anyone have best practices for keeping junk/spam email from filling up Low Priority? I'm currently clearing 100+ spam emails from my Low Priority each day. If I miss it one day it compounds greatly!I've heard of Unroll.me and SaneBox as tools to filter this at the Gmail or Outlook level before its pushed into Karbon/Triage. Anyone have a setup for truly using Low Priority as a Someday bucket of emails, and not excessive spam/junk filling it up where its unmanageable?

1 year ago

David PerrySuperstar

asked in Ask a Peer

Work Filter clearing when I leave and come back (driving me CRAZY)

So… I am wondering if I accidentally changed a setting in Karbon. It used to be, when I used the filters in Karbon, let’s say I filtered by a specific client, to see all the work items for the client. If I selected a work item to look at the details, I could go back to the work section with my filter still active (I could still see all the work for that specific client). NOW, when I do this, my filter disappears and I have to filter all over again, it’s frustrating and wasting so much timeOddly, if I use one of my saved views, select a work item, look at it, and go back out to work, my filter is still there. It seems in the past few months, it has been like this. But, it did this once before, and then it went back to saving my filters when I went in and out, and now it’s back to not saving the filter. Not sure if it’s a cache issue, or Karbon doesn’t keep the filter anymore if you go somewhere else and come back unless it’s a saved view. But I don’t like this and hope there is a wa

1 year ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Upload documents when creating a note via API?

I use an Apple Shortcut to create notes in Karbon from an icon on my phone’s home screen, but it would be nice to be able to snap a photo at the client site and attach it to the note from my phone while I’m there.I could accomplish this by uploading the photo to the client’s file in OneDrive, snagging the link, and then passing it as input to the shortcut, but I would like to do something simpler and reliable for the people receiving and acting on the note in Triage.https://developers.karbonhq.com/api#operation/Notes_PostIn the documents I see that we can create HTML notes only. Am I understanding that properly?CC: @StuartK

1 year ago

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