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Brandy L OwensBeginner

asked in Community Feedback

Jade LiBeginner

asked in Community Feedback

Comments experincing delays

Hi team, client advised there are delays when I replied comments to them e.g. one client (who normally acting extremely prompt in emails) - would this due to our internet issue/system responding or anything else we need to know? Do we have any data to refer- e.g. PINGs Or probably that was client side internet issue? as others doesn't seem to have such issue.

6 days ago

Ben HutchessonBeginner

asked in Share Tips & Best Practices

Sent items appearing in triage

Hi Our team have starting having their sent emails appear in their triage. This means that when we email a client and then mark the email off our triage list it reappears with the email we sent. How can we fix this? thanks

6 days ago

Alda ButlerBeginner

asked in Ask a Peer

Adding 1 Gmail to Karbon

I did not go into Karbon to send the email, I sent it from Gmail. However, when I go to my Triage, it is not there. How do I add it to the client’s Karbon timeline? Thanks

6 days ago

JanaRising Star

asked in Ask a Peer

Text messaging in Karbon

Does anyone have a solution to add text messaging into Karbon? We would like to see client texts sent to our phones come into the triage just like email and be able to respond via Karbon.

6 days ago

Judy RaderBeginner

asked in Ask a Peer

Reply All

Is there a way to change the default of “REPLY ALL” to just reply to original sender and not everyone sent the email?

6 days ago

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

Hello, I am new in Karbon and was wondering if there is a template for Entity formation like S-Corp, C-Corp, Partnerships, and SMLLC. Regards, Alberto

7 days ago

Ian JackRising Star

asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox.

9 days ago

DeeDee2Beginner

asked in Ask a Peer

Bulk Change Due Date

How do you bulk change work due dates. It is a crime to go in one by one. Especially when you have been out for a week.

9 days ago

naomi_paulsonRising Star

asked in Ask a Peer

Where is the To-Do List Feature in Karbon?

Hello Karbon Community,I've encountered a puzzling issue regarding the To-Do List feature. Despite watching videos and reading articles about how to use the To-Do List, I can't seem to find it anywhere within Karbon.I was particularly excited about this feature when we were initially looking into getting Karbon, as it seemed like a powerful tool for task management. However, it's been challenging to utilize something that appears to be missing entirely from our platform.I'm wondering if the To-Do List feature has been removed or if there's a specific setting that needs to be enabled for our company to access it. All the resources I've come across only explain how to use the feature without addressing where to find it or how to enable it.Could someone please clarify if the To-Do List feature still exists in Karbon? If so, is there a specific step I need to take to enable it for our company?Any guidance or insights would be greatly appreciated. Thank you in advance for your assistance.

13 days ago

Zeke TaylorBeginner

asked in Ask a Peer

Effective Triage Clearing

We recently started to use Karbon as our Go-To. While it’s been fantastic so far, a tiny hiccup has appeared for some of the staff. When we had our Outlook added to Karbon some of the staff that have been here an exceptional amount of time find ALL their emails have merged over throughout the years. One of our staff presently has 17,000+ items in triage, is there a way to simply wipe away all BUT the current year without combing through hours of emails to not accidentally remove present year emails?

15 days ago

Torie FreestoneBeginner

asked in Ask a Peer

Client deleted in error

How do I claw back my client and all their information if they have been deleted in error?

15 days ago

Elma KmetasBeginner

asked in Ask a Peer

Email Templates - Standard Users

Hello, Can standard users access email templates?

17 days ago

Emily WilsonRising Star

asked in Ask a Peer

Time off in lieu (TOIL

How are your team recording their TOIL of their Karbon timesheets? I need to devise a system for staff to record their time off in lieu. A system we came up with in our last time recording software was to record negative time to a code. For example, if someone worked one extra hour in a day they log all time that day to a client/work item as usual then they would log ‘-1’ hour to the TOIL code, then, when they wanted to take the time off they would log it to the same code and they could run their own report against this code to track. We can’t log negative time in Karbon, so I’m wondering what others do? The best I can come up with is for everyone to keep a TOIL note at the bottom of their timesheets each week (e.g. brought forward hours +/- this weeks hours) but it’s a bit of a faff ! Do you have or have you seen any better solutions? Many thanksEmily

18 days ago

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