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Karbon Mind Map - Coggle Diagram
Karbon Mind Map
User Queries
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TSheets Integration: Does Repeating Work Item that doesn't have a 'Date' Tag appended will create a new Code in TSheets?
I.E. If user has a Work Item named "Payroll" that repeats instead of "Payroll Jan 18", "Payroll Feb 1", etc.
Yes, both the "Payroll" Work Item and "Payroll Jan 18" Work Item will be created in TSheets.
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User Issues
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Login Reconnect Issue
Ask for: A screenshot of the re-connect banner. Include the URL that's in the address bar in the screenshot.
Gmail: If reconnecting the email by clicking the reconnect link in the banner doesn't work, please try revoking Karbon access from within Gmail and sign back into Karbon.
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Office 365: If reconnecting the email by clicking the reconnect link in the banner doesn't work, please try revoking Karbon access from within Office 365 and sign back into Karbon.
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Not Getting Email Invite
Ask user to confirm: 1) That they have checked Spam/Junk folder. 2) That they have tried resending the invites (Article: Can I Resend A User Invitation?. 3) The email address of the recipient. 4) Which email service provider the recipient is using (Office 365, Exchange or Gmail). 5) If it's a new email address. If you send out the invite before or right as the email address is being created the invite will bounce.
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Unable to Open Email
1) Ask for a screenshot of error message that shows the URL in the address bar. 2) Suggest Hard Refresh. 3) Clarify if the emails that can't be opened are all emails in all Triage folders.
Macros
Following Up
Hi there, Jessica here checking in. Was the information shared helpful in "[Issue]?
Hi there, did you find the article provided helpful?
One Moment Please
Thanks for [Situation], [Customer Name]. I'm consulting with the team regarding your query, just a moment please.
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