Contacts
Your CRM area of Karbon. Manage all your practice contacts, whether they are clients, entities and/or their relationships.
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
How to merge two contacts in Karbon
Entering Accounting Details in Karbon
Setting Up and Using Segments: Creating, Saving, and Applying Filtered Views of Contacts
Updating Contact Priority Levels
Creating and Using Custom Fields for Contacts
Create a New Custom Contact Field
Create a Segment Using a Custom Contact Field
Using Segments to Bulk Create work
How to Use Service Types to Organize and Manage Work
How do I edit a contact's name?
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?
Can I store client codes?
Why are old email addresses or people no longer associated with a contact still showing up as suggestions in the contact timeline?
How can I add a Service Type to a Contact?
Can I email contacts in bulk directly from Segments?
Who can edit or delete Segments?
Can Segments be shared with other users?
How many filters can I apply to a Segment?
How do I do "OR" operations on filters in segments?
Custom Contact Fields FAQs