new
Workflow / Task Management
June 16, 2022
Client Notes / Meeting Notes
- Keeper now has a place to take notes about your client!
- You can use Client Notes for writing up your meetings with your clients, or for documenting closing / handoff information.
Fixes and Improvements
- Canadian phone numbers are now supported for your Practice Phone Number.
- Improved error messaging and handling of buk editing edge cases.
- Improved the files selector for when Clients add files to questions in the Client Portal.