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MiyaRising Star

asked in Share Tips & Best Practices

FischbooksRising Star

asked in Ask a Peer

Use Karbon with single client email

We’d like to create more of a true triage/helpdesk style client service with Karbon. Have any of you done this? We want clients to email a single email, have emails sent from a single email but with signatures of each user and the ability to assign tasks to each user. Is this possible?

6 months ago

Khalid NaeemBeginner

asked in Share Tips & Best Practices

Sending email to Team

How do we send an email to Team, I added all colleagues and want to send them email but it won’t let me add a team rather I have to add them all separately.???

6 months ago

ShannonBeginner

asked in Ask a Peer

Uploading Folders and Zip Files

I am wondering if it’s possible for clients to attach folders or zip files to a client request. When testing this on myself I did not seem to be able to do so.

6 months ago

Dan McGrathBeginner

asked in Ask a Peer

Automated client requests for monthly jobs

Hi there,If we create a recurring monthly job, is there a way for it to automatically send the client request on say, the 5th day of the month without us needing to trigger anything?

6 months ago

SmittyRising Star

asked in Ask a Peer

Access Work Item Documents via the API

Is there a way to access the Documents associated with a Work Item from the API? If not currently, is there a plan to develop this functionality? Also, could the API provide the ability to connect a Work Item to a DMS folder?I can submit a feature request for this if it is not already in the works.

6 months ago

AddflowBeginner

asked in Ask a Peer

Malicious email

Hi TeamI’m new to Karbon, so please advise if this has already been raised.We’re receiving a lot of spam email with malicious links. I don’t want to simply clear the email and have it sitting around for someone to inadvertently click on the link at a later date. Our current practice is to log into Outlook and permanently delete the email, then return to Karbon. It’s not an ideal workflow, and I’d love someone to explain a better way.

6 months ago

LD7ESuperstar

asked in Ask a Peer

Time & Budget at Client Group Level

Looking to determine if anyone has further information on this old post I came across as it would be super helpful to have the ability to see Time & Budget information on the Time & Budget tab of the Client Group.Aggregating Time Budgets at Client Group Level

6 months ago

Amanda FrisiusBeginner

asked in Share Tips & Best Practices

@ mention same group

If you frequently need to @ Mention the same group of Colleagues you should consider creating one of these and adding them as members? Work team, colleague, client team or team?

6 months ago

Stephen RoosBeginner

asked in Ask a Peer

How to unsubmit a time sheet

I accidentally hit the Submit button on my timesheet. Now Karbon won’t let me enter any more time entries for this date. How do I “unsubmit” or allow myself to add more time entries to this date? I am a time administrator.

6 months ago

Charmie LuansingBeginner

asked in Community Guides

Setting up to-do date

Is it possible to set the to-do date for a repeating work item like “Every third week of the month”? Thanks!

6 months ago

Chad EvansBeginner

asked in Ask a Peer

How To Better Understand Employee Work Assignments

As our firm grows, I am beginning to worry about our ability to maintain a good view of staff work assignments. While Karbon does a great job of managing current work, we struggle to figure out a way to get a more macro level view of staff activity. I’m specifically trying to tackle the following challenges:Is there a good way to get a wholistic view of who is assigned to each role for each client? Is there a way to get a better understanding of an employee’s work load for the entire year? In general, how do you manage and shift staff assignments to ensure work is evenly spread among the staff and nobody is overloaded?I really appreciate the feedback!! I assume this is a challenge many of you all face. Curious how everyone else manages these issues?

6 months ago

Kathy CogginsBeginner

asked in Ask a Peer

Admin mgmt of partner email (triage)

Is there a way for my admin to manage my triage in box? (A pre-triage, if you will)? I would love to have my admin pair down my inbox for me…. In the same way that colleges can see “my week”, can I also set up the ability for my admin to toggle between my triage and their own? (this would also be great for expected team absences, such as vacations…)

6 months ago

Nikki DiddensBeginner

asked in Share Tips & Best Practices

Best Practice to capture notes

I am curious on how everyone captures notes during an unexpected phone call or meeting? We use google docs to take notes and then add them to our client’s timeline, but I struggle when a client calls and I do not have our note section open. I end up writing it on a piece of paper and that does not always get attached to the karbon work for me colleagues to see. What are some options that you use?

6 months ago

Nick FosterBeginner

asked in Ask a Peer

New Client Leads

I have leads coming in to my website. I want a way to track them in Karbon and make a client manager point on this. What are other firms using to track potential clients in the workflow?

6 months ago

Nick BrittBeginner

asked in Share Tips & Best Practices

Best Practices Question: If you have to send a request/question to a client how do you track followup?

Good day, everyone!We previously used Hubspot for our sales CRM (proved to be un-useful for ongoign client operations). It had a cool feature that if you sent a client an email or placed a call, you could schedule a follow up task or reminder to circle back with the client/lead if they failed to respond by X days (it had default 1 and 3 days, but you could select a custom amount). This email would then end up on a that future day’s task list. Additionally if the client/lead replied before then, the email inbox window would show on the right this email conversation has a follow up task, which you could clear right there since you were getting the follow up desired in the reply.For example:Monday send email: Client ABC, it appears the below list of team members have outstanding expense reports due last week. Can you follow up with them and let us know those are complete so we can process month close? I’d then put a follow up reminder 3 days from now if the client hasn’t responded o

6 months ago

Deana GutierrezRising Star

asked in Ask a Peer

Managing client emails

We’re looking for a way to better track client emails that need to be reviewed during the time of the month end close.We have one client that has multiple entities and sends a ton of emails. There are so many emails, this client even has their own inbox/user in Karbon. I will explain out current process in hopes that maybe there are better suggestions out there:I currently work on reviewing the clients emails. Each email gets assigned to the month-end close work item for the applicable entity - but there are a bunch of emails that get assigned to the month-end work item. Not ALL emails on the month-end work item need to be addressed by the accounting team during the month-end close. Currently, we have a group in Karbon of the 2 employees who work on this particular client. And whenever there’s an email that will be needed during the close-out, we tag that team in the comments - but unfortunately doing so floods the client teams triages. We’re looking for a better solution on how we can

6 months ago

OTIS COMSTOCKBeginner

asked in Community Feedback

Running Slow

What is going on with the Karbon Practice Management app/program? It is running so slow that it’s almost impossible to use. I can’t get a hold of Support, or all Support wants to do is talk. I’m tired of talking. I want something to work. Could someone please get my Karbon Practice Management to work?

6 months ago

Kitty LoBeginner

asked in Ask a Peer

File downloads - The documents downloaded is less than the number of files available to download

When I press “Download” I never get a full download whether it’s 5 items or 27 items available (pictured below). A few items are always missing.

6 months ago

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