Email & text reminders enabled by contact (rather than by client)
under review
M
Melissa Barkow
Merged in a post:
Reminder settings
C
Christie Timm
It would be really helpful if I could set up reminders for specific people in a company as opposed to the whole company. For example, 1 company has 2 people we send reports to but just 1 that needs reminders about the questions. But if I set up auto reminders, it sends to both of them, and that's probably annoying to them:)
Grace Lewis
Merged in a post:
Select Specific Client Users for Email Reminders
L
Lauren Dozier
I just realized TO MY HORROR that every contact listed for a client has been receiving the weekly automated reminders even if they don't have file or financial access. This means that the restaurant employees that I had to add as a contact in order for their texted receipts to be mapped to the correct client have been getting emails asking them to log into the client portal to answer questions. It's embarrassing. Please please please let us select specific contacts for questions and reminders!
A
Angela Davis
In addition - if we could have the ability to send reminders to clients at different times, dates. Some of our clients have specific days they want their reminders as it coincides with a meeting with their teams.
A
Angela Davis
Not only this, but the ability to choose separate recurring email reminders per client would be fantastic. What day works best for one client may not work for another.
C
Chet King
YES! I have added multiple contacts per client so that their communications show up in the Keeper Inbox, but most of them don't need or want reminders about bookkeeping tasks.
Grace Lewis
From Al Lim RealTech Bookkeeping: "Yes, this is very important. Some of our client has an outsource CFO. They just want to get notified when the Financial Report is complete. Not the question for the client."
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Elaine Sims
Please ,add this functionality!
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Michele Martinek
This would be amazing! I have many clients where the owner isn't the one that needs to get the reminders and would love to be able to turn those off so that the owner isn't getting bombarded with emails every week.
Cheryl Lanahan
YESSSSS!!! :)
B
Ben Stein
updated the status to
under review
Cheryl Lanahan
Ben Stein: I'm just reminding you this exists. Because I want it. :) Like a checkbox in the contacts for "send reminder emails". :)
T
Tiffany Bogle
...and texts! I have to add multiple numbers as clients because of Keeper Receipts - so they have to be manually put into specific client files if the number isn't in as a contact. However, I don't want a staff member or administrative assistant to get a text about client portal questions when I only send those to the business owner
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