Below, you'll find a brief summary of every #KarbonUpdate between October-December 2019.

Search for Notes in Global Search

Global Search gives you the ability to your entire Karbon account, across all Work, Clients, and Email that you have access to. Now, you can search across internal Notes too.

Timeline Filters

New filters at the top of Work and Contact Timelines make it easier to cut through the noise and find the items that you're looking for. Now, you can choose whether Emails, Notes, Activity Items and Client Task Emails will appear.

Search a Timeline

You can also search for across these Timelines to quickly find an Email or Note. The search rules are the same as Global Search—meaning your query will search across text, subject, titles, senders and recipients.

Restricted user permission

To give you greater control over which staff members have access to what, we've added a new user permission setting: Restricted.

A restricted user has limited access to information within Karbon, making this user permission ideal for temporary contracted staff members, or outsourced teams. Here's a quick summary of what they can see and do.

• Access their own To-do list

• Access Contacts they are on the client team for

• Access Work they are on the work team for

• Global Search only shows their own emails, emails on timelines they have access to, and work and contacts they have access to

• No access to Settings or Insights

• Can only create Work for clients they have access to