June 19 2017
Today we have released the following updates to Karbon:
Client owner
If there is a specific person in your practice who looks after a client relationship, that staff member can be marked as the Client owner from the new Client team section of a Contact’s detail tab.
:format(jpeg))
The Client owner will flow through to all work created for that Contact, allowing you to use the Kanban board to filter and view all work for that Client owner.
:format(jpeg))
Removing emails from timelines
If an email is attached to the wrong Work or Contact timeline, you can now quickly remove it by clicking X from the email’s timeline tray.
:format(jpeg))
Even more email formatting
We have updated the formatting again. You can now add indentation to your emails or notes, and you have a new colour palette to choose from.
:format(jpeg))