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Contacts
Your CRM area of Karbon. Manage all your practice contacts, whether they are clients, entities and/or their relationships.
Erin Jamison avatarLachlan Macindoe avatarAndi Ancheta avatar
By Erin and 2 others3 authors23 articles

Overview


Overview of Contacts

How-tos


Export, download and edit contact data
Delete a contact
Create a Client Team
Choose the primary owner of an email address
Manage a Client Group
Store files on a contact's profile

Best Practices


Filtering and searching Contact Timelines
Sharing Client Communication to Client Timelines

FAQs


How do I edit a contact's name?
Can I merge two contacts?
Can I archive inactive contacts and organizations?
Where is the contact image and data sourced from?
How do I manage couples and marriages or families?
What is a contact's preferred name used for?
What is a primary contact card?
Can I copy details from one contact card to another?
How can I see who has shared their communication with a particular contact?
Are files attached to an email automatically added to a contact’s profile?
Can I store client codes?

Troubleshooting


Why is there a work item missing under a Client Group?
Why can’t I add a colleague as a contact in Karbon using their email address?
Why are my client's emails not showing on their organization's timeline?
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