Contacts
Your CRM area of Karbon. Manage all your practice contacts, whether they are clients, entities and/or their relationships.
By Lendon1 author38 articles
- 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
- Create and Map Service Types in Karbon
- 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