Every email gets tagged with a contact or work item, so we can easily pull up the client's history and know where things are. We don't have to hold all this detail in our minds. We can create notes after actioning something, talking to a client, jot...
It is impossible delete emails within Karbon
Xero Practice Manager automates workflow in my organization. It automatically develop tasks, teack and monitor team performance for 24.7.
I dislike the reporting. I find it hard to customize reports to my needs
Every email gets tagged with a contact or work item, so we can easily pull up the client's history and know where things are. We don't have to hold all this detail in our minds. We can create notes after actioning something, talking to a client, jot...
Xero Practice Manager automates workflow in my organization. It automatically develop tasks, teack and monitor team performance for 24.7.
It is impossible delete emails within Karbon
I dislike the reporting. I find it hard to customize reports to my needs