Aug 14, 2023
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.
Send Client Requests to multiple clients
You can now send Client Requests to multiple clients at the same time.
After creating a Client Request in a new or existing work item, simply click Send Client Request, and choose your contact/s. You can choose up to 10 contacts, and the email will display who has received the Client Request.
After the request has been sent, you still have the option to manage the client list by adding or removing contacts. Click on the Client Request header or use the options menu (...) to select Manage Client Request and make any necessary changes.
If you remove contacts, they will no longer have access to the Client Request. If you add additional contacts, the Client Request will be resent to everyone, providing visibility to those newly-included contacts.
Karbon AI beta update
Karbon AI is currently being beta tested. If you would like to be part of the beta testing group, please sign up now.
Email summaries have been improved to handle longer conversations. This means you can quickly and easily condense more emails from the same conversation into concise summaries—improving the efficiency of your inbox and helping you stay organized and on top of your communications.
Bulk work creation
Work items can now be created for multiple contacts from a single work template.
This new functionality, available to Admins, combines creating work, adjusting repeat settings, and managing multiple contacts, simplifying the process for you.
In contacts, multi-select the required contacts and click Add Work. You can edit information to suit the different needs of your workflow, such as assignees, roles, and automatic Client Request recipients on individual contacts, or use the section's bulk selection feature, to edit multiple contacts at the same time.
For more details, read the guide to bulk work creation.
Bulk work creation is being released to Karbon accounts in phases, and will be available to all customers within one-two weeks.
Billing and payments beta update
Karbon Billing and Payments is currently being beta tested. If you would like to be part of the beta testing group, please sign up now.
Your clients now have the option to save their payment details so future invoice payments are collected automatically. They won’t have to do anything to pay you, and you won’t have to spend time chasing overdue invoices.
Your clients will have the option to enable auto-pay when they receive their next invoice.