How to export contacts
Contacts can be exported from the Contact page in Karbon by selecting the cloud icon, then selec...
Contact accounting details
Beyond the basic contact information you store for organizations and people, you can store any ex...
Can a contact have multiple contact types?
No, each contact can only have one contact type.
Contact Types defaults
By default, your contact types in Karbon are Client, Prospect, and Supplier. The current contact ...
How to filter by contact type
Once you have defined your contact types and assigned them to your Karbon contacts, select the ...
Files and documents on Contacts (people and organizations)
There are certain files that pertain to clients, like Personal Tax Returns, letter from a tax dep...
Adding a Client owner
If there is a specific person in your practice who looks after a client relationship, that staff ...
Integrate Contacts with Companies House
If your practice is located in the United Kingdom, you can integrate with Companies House. This w...
Keeping emails private
When you create a contact, you will be given the option to make your emails with this person visi...
Add a contact
To add a contact, go to the Global Add menu “+” and select Contact.
You will then be prompted ...
Link a person to an organization
Once you've added a person and an organization, Karbon allows (encourages!) you to link them. Thi...
People's contact cards
Contact cards is the way Karbon lets you organise the relationships between people and their enti...
Edit organization details
Go to the organization's profile, and onto the Details tab.
Contact type - defines the co...
Delete a contact
You can delete a contact by going to the contact's profile, clicking on the Options menu ".....