Contacts

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

Lachlan Macindoe avatar Andi Ancheta avatar Erin Jamison avatar +1
23 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, Erin Jamison and 1 other
FAQs

How do I edit a contact's name?

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

Can I archive inactive contacts and organizations?

When you are no longer working with a specific client, it is a good idea to retain them in Karbon rather than deleting them.
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Written by Erin Jamison
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.
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Written by Erin Jamison
Updated over a week ago

How do I manage couples and marriages or families?

We recommend creating an organization to represent marriages and couples and client groups to represent families.
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Written by Erin Jamison
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.
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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.
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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.
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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.
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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.
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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.
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Written by Lachlan Macindoe
Updated over a week ago