General topics

Questions and answers that cover elements across all sections of Karbon.

Lachlan Macindoe avatar Andi Ancheta avatar Andy Biggs avatar
46 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, and Andy Biggs
Exchange users

Connecting your Exchange account with Karbon

You can connect a Microsoft Exchange-based email account with Karbon by following this step-by-step guide.
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Written by Andy Biggs
Updated over a week ago

How do I find my Exchange server address?

To help you locate your Microsoft exchange server address, look for the program you currently use to access your email.
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Written by Andy Biggs
Updated over a week ago

How do I find my Server Username?

The easiest way to identify your Server Username is on the lock screen of your computer.
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Written by Andy Biggs
Updated over a week ago

How can I test my Exchange server account information?

To test whether or not you have the correct Exchange server address and accounting information, try the following process.
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Written by Andy Biggs
Updated over a week ago

Can I use my webmail address as the Exchange server address?

No. The webmail URL address you use to access your email via an internet browser is not the same as your Exchange server address.
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Written by Andy Biggs
Updated over a week ago

Are you saving my password?

Yes. When you login into Karbon using Exchange we do currently save your password. Your password is encrypted when we save it.
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Written by Andy Biggs
Updated over a week ago

What versions of Exchange does Karbon support?

Karbon accounts can be connected to Exchange email accounts hosted on Microsoft Exchange 2010 or later.
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Written by Andy Biggs
Updated over a week ago

How do I find my Server domain name?

The "Domain" property helps identify the computer network hosting your Exchange email account.
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Written by Andy Biggs
Updated over a week ago

Do I need to be an admin to connect my Exchange email account to Karbon?

No. You don't need to be an administrator to connect Karbon to your Exchange email account.
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Written by Andy Biggs
Updated over a week ago

Do changes in my Exchange account get reflected in Karbon, and vice-versa?

Yes. ​When you send, read, move or delete emails in Exchange, these change actions are synchronized and reflected in your Karbon account.
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Written by Andy Biggs
Updated over a week ago
Notes

Mention a colleague

Mentioning a colleague in a note or comment will notify them without having to assign the item to them.
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Written by Andy Biggs
Updated over a week ago

Add a note

You can add notes quickly from timelines or from the global add menu. Here's how.
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Written by Andy Biggs
Updated over a week ago

What is a note?

A note is a conversation you hold internally within your practice. Unlike an email, it is viewed only by members of your team.
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Written by Andy Biggs
Updated over a week ago

Adding a title to a note

Titles can be added to a note to give context to what is being discussed.
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Written by Lachlan Macindoe
Updated over a week ago

How do I add a link from a note?

How to to add a clickable link to a note in Karbon.
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Written by Andy Biggs
Updated over a week ago

Commenting on notes

Comment on a note to bring team members into a conversation, and communicate about the work or client that is being discussed.
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Written by Lachlan Macindoe
Updated over a week ago

Notifications of updates or comments on a note

Karbon users receive a Triage notification when a new comment is added to a note they are involved with.
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Written by Lachlan Macindoe
Updated over a week ago

What happens if I mention a colleague who isn't part of a private client or work item?

If someone without access to a note is mentioned by another colleague, they will be able to access that entire conversation.
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Written by Lachlan Macindoe
Updated over a week ago

How do I get notified when there is a comment on a note?

If you are part of a comment conversation on a note, you'll be notified in your Triage.
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Written by Andy Biggs
Updated over a week ago