Contacts

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

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

Overview

Overview of Contacts

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

Written by Erin Jamison
Updated over a week ago

How-tos

Export, download and edit 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

Delete 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

Create a Client Team

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

Written by Erin Jamison
Updated over a week ago

Choose 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

Manage a Client Group

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

Written by Lise Gervig Pedersen
Updated over a week ago

Store files on 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

Best Practices

Filtering and searching 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

FAQs

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

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.

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.

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.

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.

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

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

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 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

Troubleshooting

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

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

Written by Andi Ancheta
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

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