Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Contacts - Karbon

The contacts modular is the CRM area of Karbon and the organization is important for how the internal working of Karbon is set-up. This is an easy way to find certain emails/work items/settings under an individual contact or organization.

Overview of Contacts

Contacts are broken up into 4 pre-set filters; My Contacts, People, Organizations, and Client Groups.

image.png

My Contacts

Listing of all your contacts that you are directly associated with. This should represent all your customers organizations that you are responsible for. To edit which organizations appear in this view, you need to edit the individual organizations 'Details' --> 'Client Team'. Note the following:

  • Client Owner: Squad Leader / Associate Director
  • Client Manager: CAM / Senior Associate
  • Other Colleagues: CAS / Associate, HR, Tax or anyone else involved internally.

Added to any of the 3 sections of 'Client Team' will update your 'My Contacts' page. This will also update some internal Karbon Reports when filtering on the Work Modular.

People

Listing of all saved individual contacts. Each individual for 'People' should have an Email address associated with them. In addition, 9.9 out of 10 times, they should be associated to an organization or multiple organizations.

Contact Type for an Individual: 'Blank'

People modular is best used to review all prior email communications from this contact across all hiline team members.

Organizations

Listing of all Companies we provide services to.

  • Email Address: 'Blank', do not include email address. This should be performed on the individual basis and linked back to the organization.
  • Contact Type: Squad (or Internal, Third-party Vendors, or Inactive)

You may want to consider creating an Organization called 'My Name - Personal' and making the security settings to 'hidden', Contact type: Internal. This can house all your personal, admin emails.

Client Groups

Listing of grouping of related entities. For example, Orange Theory has three organizations (Ithaca Fitness, N. Syracuse Fitness and Syracuse Fitness). You can add emails to the Parent or the individual company (or both!).

Note if you add work to the individual company, it will show up consolidated on the Parent work tab.

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.