Contacts

Your CRM area of Karbon. Manage all your practice contacts, whether they are clients, they are entities and/ or their relationships.

34 articles in this collection
Written by Andi Ancheta and Lachlan Macindoe
How-tos

Creating a new contact

Adding people and organizations as contacts in Karbon is simple. You can do it from anywhere in the app.
Written by Lachlan Macindoe
Updated over a week ago

Deleting a contact

If you no longer wish to keep any record of a contact within Karbon, you can choose to delete them.
Written by Lachlan Macindoe
Updated over a week ago

People's contact cards

Contact cards are the way you organize the relationships between people and their entities in Karbon.
Written by Lachlan Macindoe
Updated over a week ago

Link a person to an organization

Note the relationship between people contacts and organizations, using contact cards.
Written by Lachlan Macindoe
Updated over a week ago

Editing an organization's details

Karbon allows you to record a lot of information about organizations that you interact.
Written by Lachlan Macindoe
Updated over a week ago

Contact accounting details

On each contact, you can store a lot of detail about the client—information such as client ID, tax numbers, birth dates and legal name.
Written by Lachlan Macindoe
Updated over a week ago

Adding a client owner

A client owner is a member of your team who is responsible for a specific client and their work.
Written by Lachlan Macindoe
Updated over a week ago

Contact types defaults

Contact types allow you to categorize contacts into groups, to help you filter and keep track of your different types.
Written by Lachlan Macindoe
Updated over a week ago

Files and documents on contacts

If you have files relating to one of your clients, you can store this on their contact page to ensure you have one single source of truth.
Written by Lachlan Macindoe
Updated over a week ago

Filter Contacts by contact type

Narrow down long lists of people and organizations to find what you're looking for, using contact types.
Written by Lachlan Macindoe
Updated over a week ago

Integrate Contacts with Companies House

If your practice is located in the United Kingdom, you can integrate your organization contacts with Companies House.
Written by Lachlan Macindoe
Updated over a week ago

Exporting and downloading contact data

Download your client data as a spreadsheet to sort and analyze outside of Karbon.
Written by Lachlan Macindoe
Updated over a week ago

Client groups

Use client groups to manage people and organizations that are related by ownership or financial structure.
Written by Lachlan Macindoe
Updated over a week ago

Removing members from a client group

Client group members are removed from the details tab on the contact page.
Written by Lachlan Macindoe
Updated over a week ago

Adding members to a client group

You can add contacts to a client group from the contact page, or client group.
Written by Lachlan Macindoe
Updated over a week ago
FAQs

How do I edit a contact's name?

Update or change a client's name from their profile in Karbon.
Written by Lachlan Macindoe
Updated over a week ago

A client’s email is not showing on their organization’s timeline. Why?

In order to keep organization timelines from being overcrowded with irrelevant information, Karbon only automatically adds certain emails.
Written by Lachlan Macindoe
Updated over a week ago

How can I share or un-share communication with a contact?

You can share or un-share your own communication with a client's email address from their contact page.
Written by Lachlan Macindoe
Updated over a week ago

What clients appear in My Contacts?

Written by Lachlan Macindoe
Updated over a week ago

What is a primary contact card?

If a person contact has multiple contact cards, you can select one as the primary contact card.
Written by Lachlan Macindoe
Updated over a week ago

What is a contact's preferred name used for?

You have the option to add a preferred name for you clients. This is particuarly useful in your client task emails.
Written by Lachlan Macindoe
Updated yesterday

Can I copy details from one contact card to another?

If a client contact has multiple contact cards, you can copy details across from the primary contact card to other cards.
Written by Lachlan Macindoe
Updated over a week ago

How can I see who has shared their communication with a particular contact?

Colleagues can share contact communication with the team. From each contact, you can see who has chosen to do this.
Written by Lachlan Macindoe
Updated over a week ago

Are files attached to an email automatically added to a contact’s profile?

The recent document section of a contact does not automatically include email attachments.
Written by Lachlan Macindoe
Updated over a week ago

Can I add a contact to more than one client group?

A person or organization can be added to more than one client group.
Written by Lachlan Macindoe
Updated over a week ago

What is displayed on a client group's timeline?

Emails or notes added to the client group are displayed on the timeline.
Written by Lachlan Macindoe
Updated over a week ago

What work items are displayed on a client group's work tab?

The work tab on a client group displays all work items in Karbon that are related to the client group.
Written by Lachlan Macindoe
Updated over a week ago

How do I upload documents to a contact’s profile?

Documents or files can be added to a client so that everyone on your team, or the client team, can access them.
Written by Lachlan Macindoe
Updated over a week ago

How do I rename or delete documents from a contact’s profile?

You can edit files attached to a client from their recent documents secion.
Written by Lachlan Macindoe
Updated over a week ago

Can I create the same contact twice?

If you want to create two versions of the same contact—one public, one private—you can.
Written by Lachlan Macindoe
Updated over a week ago

Can I store client codes?

Contacts and client groups have a client identifier field where you can store their client codes.
Written by Lachlan Macindoe
Updated over a week ago

Can a contact have multiple contact types?

Written by Lachlan Macindoe
Updated over a week ago