Add a Slack conversation to a Karbon timeline and assign it as a task to colleagues with the Karbon-Slack integration. This release also includes enhancements to the Companies House integration, a change to the default resource planning week for recurring work items, and the ability to accept New Zealand card payments.
After successful beta programs, contact merging and Client Team custom fields are available to all customers. This release also adds the ability to delete manual payments, void sent invoices, and accept card payments from UK clients.
Boost productivity with Karbon AI in open beta—available to all Karbon customers. Manage email addresses in user profiles, redesigned Assignment and Cleared Triage icons, Utilization report enhancements, bill by Colleague rate and control budget by amount.
Action emails on your terms, more control over user permissions, track time based on profile roles. Client team custom fields to oversee work items, and beta test new features—duplicate contacts, bill by colleague rate, and control budgets by amounts.
Send Client Requests to multiple clients with ease, condense more emails into concise summaries with Karbon AI, and create bulk work items from a single template. In Billing and Payments, clients can securely store payment details for future use.
Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.