Release notes—December 3, 2017

Tsheets integration

After two weeks of closed beta, we are now opening our integration with TSheets to all Karbon firms who would like to track time against clients or work.

To enable it, go to Practice Settings > Connected Apps and connect to TSheets. You can also check out our TSheets-Karbon setup guide and join us for a dedicated TSheets webinar.

Client task email customization

For those of you creating work templates or setting up client tasks that should not be sent on behalf of the client owner, we have introduced the ability to customize your client task emails. 

You can now not only change the text in the emails of client tasks and reminders, but also who the email is coming from. Understand how the editor works here.

Other improvements

  • If you apply filters when assigning an email to a work item or creating work off an email, Karbon will remember your last selection and set it as your default until you change it.
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