Learning Objectives:

After completing this module you should be able to _____.

  • navigate successfully in Karbon to any desired destination.
  • list available support resources and demonstrate how to access them.

Product Feature Keywords:

WATCH:

Navigating Karbon

ACTIVITY

Navigate in Karbon.

Step-by-step directions:

  • "Right click" on Triage in the left-hand Nav Bar and open in a new tab (so you can continue to reference these instructions)
  • Navigate to the To-do list.
  • Navigate to Work.
  • Navigate to Contacts.
  • Click the "X" in the upper left to close the Nav Bar.
  • Click the Triage icon in the extreme upper right.
  • Click the expand icon in the extreme upper left to re-surface the Nav Bar.

ACTIVITY

Browse Help to update your user profile.

Step-by-step directions:

  • Click on Help & Feedback in left Nav Bar.
  • Search for an article that will help you add or edit your user profile picture.
  • If you haven't already, use those instructions to help you add a profile picture.
  • Fill out the details especially your photo (click the image at the top). Everything you provide here will be visible to your colleagues in Karbon (not externally for clients).

WATCH:

User profile

ACTIVITY

Review & update your signature.

Step-by-step directions:

  • Go to your user profile by clicking on your name in the main menu (immediately below "Settings").
  • Click the toggle button next to "Email signature" (first time) or the "Edit" button if it has been previously set up.
  • Click into the signature edit area and either copy and paste your existing signature in here or input your signature in manually. Once you begin editing, a format toolbar will appear with a set of tools to allow you to customize as you see fit.

ACTIVITY

Take advantage of Karbon's keyboard shortcuts to move faster within Karbon

Step-by-step directions:

  • Alt + C for a new Contact
  • Alt + E for a new Email
  • Alt + N for a new Note
  • Alt + W for a new Work
  • Alt + S to open Global Search

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