March 12, 2025

New custom fields for contacts make it easier to deliver personalized services to clients by keeping essential client data organized, accessible, and usable.

• Customize data fields to support your firm’s unique operations.

• Create client reports that quickly answer critical business questions.

• Work faster by creating bulk work for similar client groups.

• Segment clients to target the right audiences (coming soon).

Join the beta program to get early access to custom fields.

Some clients need extra attention, and now you can make that crystal clear in Karbon. Assign priority levels to your contacts and filter your contact list accordingly, so you can always focus on high-value clients and make informed decisions based on priority.

By default, priority levels are low, medium, and high, but are fully customizable in Settings. The priority field can be edited for a contact from Segments. In future, you will be able to leverage the field in more places across Karbon.

Reassigning work just got a whole lot easier.

While previously you could bulk reassign tasks and budgets by role, automators could only be reassigned from one specific colleague to another. Now you can reassign tasks, budgets, and automators by role all at the same time. 

This update also allows you to reassign automators that don’t have an assigned role, saving time and reducing manual effort.

Need a colleague to sign a document? You can now add colleagues as signers in your eSignature and Approval workflow, making internal collaboration simpler.

• Send a single eSignature or Approval request to multiple parties, including internal colleagues.

• Receive signature request notifications in Triage.

• Simplify approvals and use Approvals for internal workflows.

The Karbon and Google Drive integration is now in beta, and ready to help you effortlessly store and manage documents between the two platforms.

What this integration does:

• Seamless syncing: Link Google Drive folders to Karbon work items and contacts.

• Auto-copy: Files in Karbon Storage automatically sync to connected Google Drive folders on work items. 

• Flexible file management: Upload, rename, download, and organize files in Google Drive from Karbon.

• Recurring work automation: Automatically create Google Drive folders for recurring work items.

Request beta access to Karbon's Google Drive integration.

In the last release, we added the AR Import tool to Karbon Billing to help you onboard and migrate unpaid invoices and credit notes to Karbon with ease.

Now, you can collect payments on these imported, open invoices and apply credit notes to future invoices to ensure every dollar is accounted for in Karbon during the transition.

You can get started with AR import by contacting support@karbonhq.com.

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.