Karbon

Client Team Custom Fields

Wayne Daley

Erin Jamison

Lachlan Macindoe

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

Contacts

Learn how to best manage your contacts and get the full overview over clients, whether they are individuals or organizations.

Overview of Contacts

Overview

Download your client data as a spreadsheet to sort and analyze outside of Karbon.

Export, download and edit contact data

If you no longer wish to keep any record of a contact within Karbon, you can choose to delete them.

Delete a contact

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

Create a Client Team

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

Choose the primary owner of an email address

Use client groups to manage people and organizations that are related by ownership or financial structure.

Manage a Client Group

Documents or files can be added to a client so that everyone on your team, or the client team, can access them.

Store files on a contact's profile

Merge two similar contacts, including contact data and work.

How to merge two contacts in Karbon

George Connor

How-tos

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

Filtering and searching Contact Timelines

You can share or un-share your own communication with a client's email address from their contact page.

Sharing Client Communication to Client Timelines

Best Practices

Update or change a client's name from their profile in Karbon.

How do I edit a contact's name?

When you are no longer working with a specific client, it is a good idea to retain them in Karbon rather than deleting them.

Can I archive inactive contacts and organizations?

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

Can I merge two contacts?

We recommend creating an organization to represent marriages and couples and client groups to represent families.

How do I manage couples and marriages or families?

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

Where is the contact image and data sourced from?

You have the option to add a preferred name for you clients. This is particuarly useful in your client task emails.

What is a contact's preferred name used for?

If a person contact has multiple contact cards, you can select one as the primary contact card.

What is a primary contact card?

If a client contact has multiple contact cards, you can copy details across from the primary contact card to other cards.

Can I copy details from one contact card to another?

Colleagues can share contact communication with the team. From each contact, you can see who has chosen to do this.

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

The recent document section of a contact does not automatically include email attachments.

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

Contacts and client groups have a client identifier field where you can store their client codes.

Can I store client codes?

Andi Ancheta

FAQs

Why aren't all work items showing up under the Client Group? Find your missing work item by reading this article!

Why is there a work item missing under a Client Group?

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

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

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

Overview

How-tos

Best Practices

FAQs

Troubleshooting