Intuit Practice Management

Update or change a client's name from their profile in Intuit Practice Management powered by Karbon

How do I edit a contact's name?

It is not possible to merge two contacts, however, you can move items from one contact to another and then delete your duplicate.

In order to keep organization timelines from being overcrowded with irrelevant information, only certain emails are added automatically.

You can share or un-share your own communication with a client's email address from their contact page.

The app searches for and populates a contact's image and basic information from their given email addresses.

If a person contact has multiple contact cards, you can select one as the primary contact card.

You have the option to add a preferred name for you clients. This is particuarly useful in your client task emails.

If a client contact has multiple contact cards, you can copy details across from the primary contact card to other cards.

An email address for a colleague cannot be added as a contact in Intuit Practice Management powered by Karbon

Colleagues can share contact communication with the team. From each contact, you can see who has chosen to do this.

The recent document section of a contact does not automatically include email attachments.

A person or organization can be added to more than one client group.

Work for a person or organization can be added to a maximum of one client group

Emails or notes added to the client group are displayed on the timeline.

The work tab on a client group displays all work items that are related to the client group.

Documents or files can be added to a client so that everyone on your team, or the client team, can access them.

You can edit files attached to a client from their recent documents secion.

If you want to create two versions of the same contact—one public, one private—you can.

Contacts and client groups have a client identifier field where you can store their client codes.