Intuit Practice Management

Learn how to create and format an email before sending, find your draft emails and undo an email send.

Create, write and send an email

Prevent all new incoming triage notifications by turning off the Triage badges and banners in your profile settings.

Muting your Triage notifications

Mark an email as unread by navigating to the options menu (...) of that item.

Mark emails as unread in Triage

In Triage, you don't just manage emails, you action them. Learn how to best manage your Triage in this article.

Action an email

Recall an email within 5 seconds of clicking send with the Undo Email Send option.

Undo email send

If you require feedback from a colleague on email before you send it, you can use the Scheduled Email functionality.

Obtain feedback on an email using the Schedule Email function

To edit a scheduled email, you will need to cancel the send, edit the email and set up the schedule again.

Editing a scheduled email

Schedule your emails to send at a later time, you can choose to send after one hour to a specific time and date on another day.

Schedule an email

If multiple colleagues on your team share one central generic group email address, here's how to approach setup.

Can more than one person triage the same email address?

In Triage, you can receive notifications for new emails, client task activity, work assignments, comments and mentions from colleagues.

Triage items

In Triage, you don't just manage emails, you action them.

Email actions in Triage

You can reply to emails in Triage, just as on any other email platform.

Reply to an email

Assigning an email is easy! Click on the Assign icon on your email or, on the Options menu "...", select Assign to me or to colleague.

Assign an email

Emails can be removed completely when you are the only team member involved with them and/or removed from timelines.

Remove an email

Comment on an email to bring team members into a conversation, carry out discussions where it makes sense, and collaborate.

Email comments

Much like your email client you can forward an email. Although if you're forwarding to a colleague, adding a comment is more effective.

Forward an email

When you add an email to work, the thread from then onwards will automatically be added to the work timeline.

Add an email to work

Easily store an email or file an email away by adding the email to a contact timeline.

Add an email to a contact timeline

Email is at the core of communication workflow, here are three main ways to compose email in Intuit Practice Management powered by Karbon.

Compose an email

Intuit Practice Management powered by Karbon keeps track of unsent emails automatically, adding them to the drafts section.

Draft emails

Clearing an email will remove it from Triage, and archive it in your inbox.

Clear an email

You can CC and BCC email recipients just like any other email platform.

Adding CC and BCC to emails

Large emails threads are collapse to save space, you can easily see them by clicking the thread expand button in the email composer.

Display the history of a full email thread while composing an email?

When you receive an email, in order for it to show up in the person's timeline, you need to add the sender as a contact.

Create a contact from an email

To help you sort through your Triage quickly, the filter option lets you choose to see all these items, emails, mentions or notifications.

Choose what items appear in Triage

You can bulk clear all your Triage items from the last day, week or month. Just select clear at the top of the items in that period.

Bulk clearing items from Triage

Individual emails within an email conversation can be expanded and collapsed, making it easier to scan through those long conversations.

Expanding or collapsing an email in a thread

You can add attachments up to 25MB in size to an email.

Adding attachments to an email

When you forward an email, you have the option to edit the email subject.

Changing the subject of an email

It's easy to remove unwanted email addresses from suggestions.

Remove an unwanted or incorrect email address?

By adjusting your settings, you can open attached documents rather than downloading them.

Opening an email attachment versus downloading an attachment

Mark an email address as low priority if they send you emails that don't need action right away.

Mark an email as low priority

The basics include creating a folder/label and then creating a rule to skip your inbox and send directly to that folder.

Configure specific emails to skip Triage?

If there is a detection that your computer is not connected to the Internet, a banner lets you know how to reconnect.

Offline/disconnected banner

Intuit Practice Management powered by Karbon provides a simple yet powerful suite of text formatting tools for notes, emails and tasks.

Format the text in a note, email or task

Downloading attachments from an email

Pasting text directly from office into other applications can lead to erratic formatting. Here's how to fix it.

Pasting and formatting text from Microsoft Office Software to an email in Triage

If you have set up an alias email address within your email client, we can customize your account to utilize this alias.

Selecting what address your email will send from

You can notify everyone in your company, or select teams, using mention handles.