Your CRM area of Karbon. Manage all your practice contacts, whether they are clients, entities and/or their relationships.
By Wayne and 4 others5 authors25 articles
Client Team Custom Fields
How do I edit a contact's name?
Can I archive inactive contacts and organizations?
Can I merge two contacts?
How do I manage couples and marriages or families?
Where is the contact image and data sourced from?
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?