Due Dates for Client Questions | Feature Requests

Due Dates for Client Questions

Shannan Layette

To be able to add a due date to Client Questions, to ensure questions are posted prior to the reminder beings send via the Client Portal.

November 8, 2022

Daniel Breez

Really hope this feature comes soon. It's been upvoted a lot

Shana Murraywolf

Shannan Layette -- good suggestion! Would it also work to have a separate reminder email go out attached to Recurring Non-Transaction Questions (like bank statement requests)?

Shannan Layette

Shana Murraywolf: Excellent question. Yes, Recurring Non-Transaction Questions could have an earlier due date. So separate reminder for Recurring Non-Transaction Questions would be great.

Shana Murraywolf

Shannan Layette: Okay awesome! I was going to merge this request with another one regarding being able to have separate reminders (link below). But I do think this is a new request because of the due date addition. I'm going to rename so it's more easily surfaced. Thanks for the suggestion!

Other relevant feature: https://keeperapp.canny.io/feature-requests/p/custom-automated-email-reminders