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Create a Client Team
Create a Client Team

Client teams lets you specify which colleagues work with specific clients.

Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

A client team allows you to set which colleagues work with specific clients. You can add colleagues or full teams to the client team.

Index

Create a Client Team

A Client Team typically consists of a Client Owner, Client Manager and Other Colleagues. The other colleagues will be on the Work Team.

The Client Owner and Manager might not necessarily be the ones doing the work for the client, but could be the Clients main point of contact or even the ones responsible for the reporting of the clients activities.

You can view and manage the client team from any contact's Details tab. From the details tab of the contact's profile, you will see a section for the client team. Clicking edit will allow you to choose a new Client Manager or an existing one.

Add a Client Owner

If there is a specific person in your firm who looks after a client relationship or is responsible for the vast majority of their work, you should mark them as the Client Owner.

Add a Client Manager

If there is a specific person in your firm who looks after a client, you can mark them as the Client Manager. The Client Manager is separate from the Client Owner. This field can be left blank if it is not relevant to your team.

Why have a Client Owner and Client Manager?

These fields are most useful if you want to filter work items on your Kanban board by Client Manager or Client Owner. This will then show all work items for clients that are managed or owned by the staff member/s you identify.

Create Client Team custom fields

The custom fields available in the Client Team area on Contacts add a layer of filtering for the Work view in Karbon.

Add titles to Custom Fields

  1. Go to Settings > Contact Settings

  2. Click the Edit link for the Client Team section

  3. Update unique titles to fields labeled “Position”

  4. Click the Save button

  • If names are not assigned to the custom fields:

    • They will not appear in the Client Team section on the Contact

    • They will not appear on the Filter options for the Work view

Assign Custom Fields on Contacts

You can manage Colleagues assigned to custom client team fields on the Details tab of the Contact. From the Details tab of the contact's profile, you will see a section for the client team. Clicking edit will allow you to update the custom fields created in the section above.

Add names to a custom field on a Contact

  1. Go to the Details tab

  2. Click the Edit link for the Client Team section

  3. Update the custom fields by typing a name

  4. Exit the view

These fields are most useful for when you want to filter work items on the Work view by Client Manager, Client Owner, or other individuals assigned to the custom field names on Contacts. This will then show all work items for clients that are managed or owned by the staff member(s) you identify.

  • When fields are not populated on the Contact:

    • They will not appear in the Client Team section

    • They will not appear on the Work view when a filter is used

  • The search function will only populate with colleagues that are active in Karbon

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