Contacts

Overview of Contacts

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

Written by Erin Jamison
Updated over a week ago

Creating a client team

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

Written by Erin Jamison
Updated over a week ago

Choosing the primary owner of an email address

When a single email address is stored against multiple contacts, you will have to choose a primary owner.

Written by Erin Jamison
Updated over a week ago

Updating a contact's profile image

Karbon does all the work of finding the images of your contacts, all that's needed is your contacts email address.

Written by Erin Jamison
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

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

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

Managing Contact Timelines

Filter through emails, notes, activity items and client task emails within your Contact Timeline

Written by Erin Jamison
Updated over a week ago

Sharing Client Communication to Client Timelines

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

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

Can I merge two contacts?

It is not possible to merge two contacts, however, you can move items from one contact to another and then delete your duplicate.

Written by Andi Ancheta
Updated over a week ago

Why are my client's emails not showing on their organization's timeline?

For emails to show automatically, the email address must be shared on the organization timeline, and be the primary contact for the email.

Written by Lachlan Macindoe
Updated over a week ago

Where is the contact image and data sourced from?

Karbon searches for and populates a contact's image and basic information from their given email addresses.

Written by Erin Jamison
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 over a week ago

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

Why can’t I add a colleague as a contact in Karbon using their email address?

An email address for a colleague cannot be added as a contact in Karbon.

Written by Andi Ancheta
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

Why aren't all work items under a client group?

Work for a person or organization can be added to a maximum of one client group

Written by Andi Ancheta
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 edit 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 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