Karbon

Filter through emails, notes, activity items and client task emails within your Contact Timeline

Filtering and searching Contact Timelines

You can share or un-share your own communication with a client's email address from their contact page.

Sharing Client Communication to Client Timelines

Learn what sensitive info NOT to store directly (passwords, IDs) for security. Use password managers & Karbon's privacy settings.

Handling Sensitive Client Data in Contacts

Erin Jamison

Lachlan Macindoe

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