Keep up to date with new Karbon features and functionality. Every product update is made to address customer requests, enhance performance, and improve the work day for customers.
In this release, we’ve focused on giving you increased visibility and control. From the ability to search in My Week to Time and Budgets improvements, these updates ensure Karbon is working harder for you.
Today we’re introducing the new Karbon Client Portal. We know visibility and efficiency are critical to your practice, so we’ve made it easier to engage with your clients, securely share information, and communicate with ease.
My Week just got more powerful with Google and Outlook calendar integrations. Stay focused and plan your today, tomorrow and beyond. Plus, automate repeating work items connected to Dropbox, Microsoft OneDrive and SharePoint.
Today we have added Microsoft OneDrive to Karbon’s document management. You’ll also find a handful of other useful updates to My Week, contacts, work, tasks, and Time & Budgets to make you more efficient and productive.
Today’s Karbon update includes the ability to multi-select a group of items in bulk. The new Document Management functionality has also been enhanced—now you can drag and drop files directly into comments, emails and the Documents tab in work items.
It’s now easier to add and make bulk updates to your contacts directly in Karbon. You’ll also find the links to register for our current and upcoming beta programs, so you can gain early access to some exciting new product updates.
We’ve released more enhancements to Work Insights to help you drill down into colleague and client trends and performance, as well as a refreshed UI. You’ll also find a handful of other useful updates, including the ability to re-order your list of saved work views.
We’ve released more enhancements to Work Insights to help you visualize capacity and performance of individual staff. You’ll also find some updates to automators, email smart suggestions, the Budget Overview graph, and more.
We’ve added smart suggestions to select your email recipient for you, as well as the ability to create a new contact when sending Client Tasks. You’ll also find a handful of other useful updates.