Release Notes

Aug 23, 2022

Karbon Practice Intelligence PowerBI workbook

Within Practice Intelligence, a new workbook has been added to allow you to analyze email activity and performance. The new email workbook will give you the ability to understand the volume and response time of emails sent to and from clients. You can explore detailed information by using filters like date, contact, or client manager and navigate to each conversation directly in Karbon to action if required.

A mock up of a Karbon Practice Intelligence email report analysis. It displays line and bar graphs for Email Volume, Email Response Time, including the total number of emails sent, emails received, average email response time, and average email response time from clients.

My Week 

In-page search 

You can now find information quickly with in-page search in My Week. The search will return results for notes, emails, and work items. The first 100 items will be displayed, and you can scroll through to find more items using the arrow keys.

A .gif that displays someone searching for 'Tax Form' in the search bar in My Week in Karbon. As the person types, the list of work cards in My Week begin to reduce as they get closer to the search term.

Calendar collapse and expand

By default, the calendar in My Week displays an expanded view. You can now collapse the panel to provide more space to display your work items. To collapse, click on the cross in the top right-hand corner of the calendar. When you want to expand the calendar, click on the calendar button in the same place.

Work

Find information quickly with overlays

Similar to My Week, when selecting a work item in Work, an overlay will give you an at-a-glance view of the high-level information. In the overlay, you can mark tasks off quickly or click ‘View the full work item’ to go directly to the entire work item view. 

To bypass the overlay and navigate directly to the work item, simply right-click on the relevant work item. 

A .gif of the Kanban view in Karbon that displays the user clicking into a work card and bringing up the work overlay, which displays an 'at-a-glance' view of the work's high-level information, including a checklist of items.

Duplicate a section in Tasks

To save you time and effort, we have added an extra option in the navigation menu in tasks, so you can quickly duplicate a section. This gives you error-free and easy access to edit information rather than retyping. 

Compose emails in context with Triage

Previously, when clicking on an embedded email address within an email, you were redirected to your email provider outside of Karbon. Now, Karbon will automatically open a new email modal, so you can stay in context with your workflow.

Time & Budgets

Never miss a time entry again

Charge clients accurately for work performed for time entries. You can now make Task Type and Role fields mandatory for time entries. When a new time entry is created, users won’t be able to save until these fields are populated. You can turn this on in Settings.

Previous releases

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.