Today we have released some helpful improvements to some of the most-used areas of Karbon. These updates will save you time, give you more control over data, and even improve...
Karbon now integrates with Practice Ignition to automate and streamline your client onboarding.
Today we have released new tasklist Automators, giving you the ability to create rules that trigger actions dependant on your task activity.
A handful of changes and additions have been introduced in advance of some exciting new dependant task Automators, which are just around the corner (watch this space!)
New filters at the top of your To-do list allow you to turn off certain item types, helping you determine exactly what you need to work on. Other changes include the ability to attach files to your notes, an easier way to add or remove your notes from timelines, and a small privacy update.
Today we have released some handy enhancements to notes, including the ability to add comments. We have also improved how Karbon loads large amounts of email, and given you greater control over the auto-sending of client tasks.
This week we have completely revamped tasks and introduced a preferred name field for contacts, which allows you to better personalize your automatic client task emails.
The latest Karbon update includes a whopping 25 enhancements, spanning every section of the app. These changes have all been made as a result of customer feedback and requests.
We have introduced client groups so that you can group together people and organizations that are related by ownership or financial structure.
Email comments is one of most significant updates to Karbon yet—a revolutionary new way to share emails and collaborate with your team.