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36 Discussions

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
published in Community Guides

How to submit your Karbon feature idea

Welcome to the Feature Idea section within the Karbon Community! This is where you can suggest new ideas that will help make Karbon even better. We’re excited you’re here, and encourage you to share your ideas.To share your idea/s with us, simply click ‘submit an idea’ and follow the prompts.To ensure all Community members can enjoy sharing and engaging in potential feature ideas, we have some guidelines for everyone to follow. Search firstIt’s possible your idea has already been submitted, so to avoid any double ups, please search existing ideas first. You can then contribute directly to the existing conversation. Voting and choosing feature ideas to develop nextWe value all feature ideas submitted by our Community, and we read each and every request. But in addition to customer feedback, there are many factors that influence which features we implement. If an idea has a high number of votes, this doesn’t necessarily mean it will be added to the product roadmap. In the same way, if an

49810
Robert Abramowitz
Beginner
13 hours ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Community Feedback

New to the community? Introduce yourself here!

Welcome to the Community!    We’d love to get to know you a better, so please introduce yourself! Here are somethings you can add to your introduction:  Your Name What you do Favorite aspect of your job Favorite hobby to do outside of work  Fun fact about yourself Reply with a quick introduction so we can get to know you better! 

96
max
Sr. Karbon Community Guide
4 days ago
Donna Cox
Beginner
Donna CoxBeginner
asked in Community Feedback

My Week work not showing up

We have setup recurring work and my staff have done part of the work and I need to complete it but it does not show up in my week. 

1
Victoria Peters
Sr. Community Champion
14 days ago
Jeremy Wells
Rising Star
Jeremy WellsRising Star
posted in Community Feedback

Delete Repeat Work

I’d love to see the following for deleting repeat work:Make it an option by either clicking the repeat cadence under “REPEATS” in the main Work view or under “Edit Repeat Settings” in the Work’s three-dot menu. It’s several clicks and a full-page scroll to get to Delete Repeat currently. When a contact’s “Contact Type” is changed to “Inactive,” automatically delete all repeat work for that contact. After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also).

0
Jeremy Wells
Rising Star
19 days ago
H
Beginner
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.  

3
H
Beginner
1 month ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
published in Community Guides

What do the idea statuses mean?

Each feature idea submitted in the Feature Ideas section will be categorized by the product team into an idea ‘status.’ See below for more information on what each idea status means.  NewThis is the default status given to newly submitted feature ideas. Your idea may remain as ‘new’ for up to 14 days. Gathering InterestThe product team is providing Community members the opportunity to vote for and/ or add further information on this feature idea. Under ConsiderationThe product team is currently looking into the feature idea and gathering further information. In DesignThe product team is in the discovery phase and is designing a great solution to the feature idea. In DevelopmentThe engineering team is building the solution for the feature idea. Look out for it in Karbon soon. ReleasedThe solution for the feature idea has been built and released, and is ready for you to enjoy. Not on Immediate RoadmapAt this stage, we do not have plans to build this feature idea and it is not in our imme

1101
SamG
Sr. Community Champion
2 months ago
J
Rising Star
Jaime DanielsRising Star
asked in Community Feedback

Spell Check in Email

Improve Spell check in email

0
J
Rising Star
3 months ago
Kristine Gray
Rising Star
Kristine GrayRising Star
asked in Community Feedback

Calendar responses with messages

I struggle with the calendar response emails that I receive in Karbon. If someone writes a message on their response it doesn’t show up in the Karbon triage email. I have to go to Outlook to see if there’s anything written.Can this be fixed?

8
Aliesa Jackson
Karbon Team
3 months ago
Darren Fortune
Beginner
Darren FortuneBeginner
asked in Community Feedback

In Status timer

Do we have a glitch that’s developed on the In Status time in the list work view.  It’s showing in Days Hours Mins…. it’s a bit excessive as you only need to see number of days.  Looks too busy with full format

2
Amelia Freeman
Karbon Team
3 months ago
Pauline Haydon
Beginner
Pauline HaydonBeginner
asked in Community Feedback

is there a plan to have the option to export directly to sheets & docs?

it's great to see growing integration with g suite apps… when will we see the ability to export directly to google sheets & docs? We use g suite for everything as you’re killing me with the copy and paste into sheets to share with my team…

2
Rebecca Williams
Sr. Community Champion
4 months ago
Christie Reed
Beginner
Christie ReedBeginner
asked in Community Guides

Why can I not see more than 40 work items in the Work View?

If there are more than 40 work items on the work tab, I cannot scroll through them.  I get a blue circle in the far left corner as if it is thinking/processing, but nothing happens and it does not go past the first 40 work items.  The only way I can find what I need is resort the work under “Name” and hope it falls in the last 40 items, or I have to do a search (hoping I guess the correct key words) to find a specific work item.  However, if I need to scroll through all the items there is no way I can do that if it is more than 40 work items.** This is a recent issue - meaning I was able to scroll past 40 before - this has happened in the last week to two weeks.

9
Zach Cochran
Karbon Team
4 months ago
Gcobisa Zono
Beginner
Gcobisa ZonoBeginner
asked in Community Guides

Work Items

Hi there, I trust you are well.Firstly, I am currrently experiencing a work view error, when I go on a client and I want to view the work not completed. It doesn’t show all my work, it will only show 1 or if more than 1 it will show minimal. This is new and would like assistance to be able to view my work items with no problems.Secondly when I view work items, the system is very slow to load work items and slightly glitches, with my colleagues they don’t experience this but I am. Kindly assist as this problem is not making the system user friendly for me at this stage.I would like this to be sorted as soon as possible.

1
J
Superstar
5 months ago
A
Beginner
AliceBeginner
asked in Community Guides

stop the editing function on notes? Is this possible

Is there any way to turn off the edit feature  - except for Admins, on the internal notes?

0
A
Beginner
5 months ago
A
Beginner
Albert BassBeginner
asked in Community Guides

creating a calendar

How to create a calendar for meeting and appointments from Karbon

3
Amelia Freeman
Karbon Team
5 months ago
Michael Dawes
Beginner
Michael DawesBeginner
asked in Community Feedback

Download All option requires entry of folder name for each file being downloaded

When you select Download All attachments and the folder displayed is not where you want to save the files, you then have to change the folder for every file being downloaded.  Karbon should save all files to the newly nominated folder without having to do it for every file being downloaded.

1
Aliesa Jackson
Karbon Team
6 months ago
K
Rising Star
Ken RogersRising Star
asked in Community Feedback

Karbon and Intuit Practice Management

In general - when we see the planned updates and a future roadmap for Karbon - how does that translate to planned updates and a future roadmap for IPM?

2
K
Rising Star
6 months ago
Johann Goree
Rising Star
Johann GoreeRising Star
asked in Community Feedback

Certification levels

Can the certification be broken down into different levels? Not all my team need to know how to set up templates and have access to insights but all need to know how to work in Karbon and communicate in Karbon so a standard level and an expert level of training would be great. At the moment I’m only asking managers and above to undertake Karbon training but would love to get all staff to understate a more basic level as part of their induction to the business and processes

8
A
7 months ago
Johann Goree
Rising Star
Johann GoreeRising Star
asked in Community Feedback

Training Material Updates and demos

Firstly, when will training modules for the new features be available? I’m think specifically the document storage, calendar and practice insights? Secondly for products that are additional costs like the new insights feature, it would be great to have pre recorded demos available on this community to watch and help us decide if we want to book calls and trials on the additional features. 

1
DianeK
Sr. Community Champion
7 months ago
D
Karbon Team
DorothyKarbon Team
published in Community Guides

List of Community 'how - to' guides

This community platform is fairly straightforward but we love  being helpful and have pulled together some basic guides to give a quick overview of the main features. How to Login into the Karbon Community How to edit your profile How to see your topics and activity How to subscribe for updates and notifications How to tag other community members How to quote other users Community GuidelinesIf you have any feedback, questions, or suggestions for new community content, we are eager to hear form you!  And hope you’ll share here ...  You can also private message @Dorothy, @Andi Ancheta  or @evanrnhall on the community team. We’re here to help and make this great for everyone.

1183
Rebecca Williams
Sr. Community Champion
8 months ago
D
Karbon Team
DorothyKarbon Team
published in Community Guides

How to: Tag or @mention a member

Just like many of the other platforms you use - when you tag another user in your question or comment, the platform will notify them that they were mentioned in a post.  To tag a user, you simply start with the @ symbol, then begin typing their username.Example:  @Andi Ancheta  The platform will suggest matches, and you simply select the username of the person you would like to tag. As soon as you post your message, the user will receive a notification that they were mentioned, and a link to the post.  

1003
D
Karbon Team
10 months ago
Ian Vacin
Karbon Team
Ian VacinKarbon Team
published in Community Guides

Launching 'Feature Ideas' on the Community

Since its launch last year, the Karbon Community has grown into a vibrant place for customers to share tips and tricks, ask questions, and learn from each another. And to make the Community even better, we have just launched Feature Ideas. This new section allows you to suggest, vote for, and track app improvements that will make Karbon better for everyone. It makes it easier for you and all customers to be heard, see each others ideas, and know what is coming next.We are looking forward to your input! Ian

3280
Ian Vacin
Karbon Team
1 year ago
Mike Liang
Rising Star
Mike LiangRising Star
asked in Community Feedback

Bug fixing and new feature request

Karbon and peers, Currently, I understand there is no central place for reporting bugs of Karbon system. I only know the place to request new features. However, for existing features, if there is a bug (e.g. below), I would strongly a place either in this community of somewhere else for the users to report. I hope all the bugs can taken care by the development team of Karbon serious and timely and trackable. Can other peers echo this idea? The reason is simple. Client Group:  When a client is added to two or more client group. When we do the filering of work by client group, the work of the client only appear when you filter the first client group. However, when you filter other client groups where the client is a member, that work won’t appear.

3
Melanie Shores
Beginner
1 year ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Community Guides

How to: Attach images and videos to your post

It’s easy to add images or videos to your posts.Add an imageYou can upload images to your post by clicking on the small camera icon in the text editor: All common file formats for images are supported (.png, .jpg, .gif)After a successful upload, you can either leave the image in the attachment, or you can choose to embed it into your post. To do so, simply enter it at the part of the post where you would like to have the image embedded. Embed videosAdding videos to your post can be done by clicking on the film roll button: You can add videos from Youtube, Vimeo and Dailymotion.Note: Please paste the original video url, not e.g. the url for embedding videos.After the video has been added, you can choose to keep the video as an attachment, or to embed it into your post. For embedding, please go with the cursor to the place of your text where you would like to present the video, and click on "place in text".

1
G
Beginner
1 year ago
A
Beginner
Admin EMBRACEBeginner
asked in Community Feedback

Search to do items

There is no direct way to search to do items? Only by looking at email and notes. Can I please suggest in the future that there is an option for this. Thank you 

3
DianeK
Sr. Community Champion
1 year ago
DavisCPA
Beginner
DavisCPABeginner
posted in Community Feedback

Karbon vs Intuit Practice management

I think this is ridiculous, especially for those of us who have been with Karbon from day one but even for new customers.If you buy Karbon from Intuit, the pricing per month per user paid monthly is Team $60, Business $85 and Enterprise $99.  This does not account for any discounts intuit is currently offeringIf you buy it directly from Karbon, he pricing per month per user paid monthly is Team $75, Business $99 and Enterprise $??.Clearly, intuit is not doing this for free, so they are paying and even lower amount to get the service.

1
CarlaCaldwell
Beginner
1 year ago

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