Karbon

Andi Ancheta

Erin Jamison

Lachlan Macindoe

Find out how to best navigate in Karbon and get answers that cover elements across all sections of Karbon.

General topics & navigation

Use the main menu to navigate between what's most important to you, whether that's your Triage, My Week or Work.

Navigate the main menu

Search contacts using the following registration fields on your contacts.

Search Registration Fields

The Information Tray outlines extra details about an email, note or task.

Utilize the Information Tray

Find out the quickest way to find the information you need in Karbon.

Search in Karbon

Submit a feature request

A note is a conversation you hold internally within your company. Unlike an email, it is viewed only by members of your team.

Use Notes

Activity items will appear on timelines and in your tasks, notes and emails to indicate when certain activities have happened.

Track when changes occur for your audit history

Something is not working in Karbon, but before contacting support, try these easy troubleshooting steps!

Troubleshoot before contacting support

How to

Yes! Karbon supports SSO or Single Sign on with Google, Office 365 and Exchange.

Does Karbon support Single Sign On (SSO)?

What happens when you assign a note?

You can quickly create a new Contact, Email, Note or Work item, or open Global Search with a keyboard shortcut.

Does Karbon have Keyboard shortcuts?

Karbon does not have multi-factor authentication

Does Karbon have multi-factor authentication?

Can I restore a deleted contact, work item or template?

Why is my Karbon Side Menu or Work Header Disappearing?

Justin Rolli

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