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Karbon

23 December 2015

Bulk create work
When you receive a signed engagement letter from your client you can now
create all their work in one go using the "Schedule recurring work"
functionality.

Improved Office365 inbox and Triage syncing
Actions performed in Office365 will now be reflected in Triage, and vice versa.
If you read an email in Triage, it will be marked as read in your
Office365 inbox. When you archive email in your Office365 inbox it
clears it from your Triage, and if you clear an email in Triage it will
archive in your Office365 inbox.

Upload, remove and rename documents on work 
Now you can upload documents directly to work, and remove any documents you
don't want. You can also rename documents already in IQ without having
to download them first — A great time saver for fixing those poorly
named spreadsheets from your client.

Primary contacts cards
For your contacts with multiple contact cards, you can now mark which one
is their primary card. And it's dead simple to share contacts details
between cards as you can easily copy them across.

Get started with Karbon today.