September 22, 2019
This week's Karbon Update brings several enhancements, headlined by a new and improved repeat work scheduler.
We've also made it easier to remove email from Karbon, hide Client Task emails from timelines, and improved the email performance for Office 365 and Exchange users.
A new, improved repeat work scheduler
The work scheduler, which is used to set any job to repeat on a timeline, has been given a complete overhaul. Everything is more clear, flexible and easier-to-use.
A new section in the work item for setting up and adjusting a schedule
A Repeat Preview to show the name and dates of the next 4 work items in the series
Flexible work naming conventions, including placeholders to create dynamic names and choose date formats
All existing scheduled work updated to the new naming conventions
Clear outlines of when future work items and their tasks will be created
A list of all future work in the schedule, which you can find when you edit the schedule from any of those work items
This list will outline if tasks for the individual work items have been created or not
There are quite a few changes, so we're running a live demo this week to take you through it all. Register here (if you can't attend live, we'll send you the recording).
Remove an email
Want to remove an email from Karbon completely? if you are the only one from your team involved (the sender or the recipient), you now have this option. Click Remove from the individual message's options menu (on the message itself when expanded, not the entire email thread).
If other team members are involved, you won't be able to remove it from Karbon, but you can still remove it from timelines. More details here.
Hide Client Task emails from a contact timeline
You can now choose to hide Client Task emails from a contact timeline. Especially useful when a timeline is cluttered with lots of auto-reminder emails, which can make it difficult to see communication between staff and clients that really matters.
Office 365 and Exchange emails come into Karbon quicker
We've made some significant under-the-hood performance improvements to the 'listener' for Office 365 and Microsoft Exchange. Simply, if you connect to Karbon using either of these email clients, your emails will come through to Triage much quicker.