Option to Auto Add Client Comments | Feature Requests

Option to Auto Add Client Comments

under review

Emely Rodriguez

I know Keeper doesn’t automatically add client comments, but I’d like the option to enable that feature. It would be really helpful since sometimes my staff or even I forget to add the comment manually, and then it ends up getting lost forever.

October 21, 2025

Kyle Ledman

I agree! FC adds it automatically, why can’t Double? Ira frustrating to have to take that extra step.

Carrie Yowell

That would be great but if possible could auto add the question and client response? Oftentimes responses are meaningless without the context. Not every question comes down to “what did you purchase?”.
I think there’s another canny request out there that specifically asks for thread details… who posted the question or response, and when. Maybe this one could be combined with that canny so we’re not doing this piecemeal.
And yes, the entire thread including follow up should be captured and auto added to QB.

Emely Rodriguez

Carrie Yowell I like the idea of having the question in there too.

Jillian Plank

marked this post as

under review

Noah Wylie

I like this option as we ALWAYS add comments. It would also be nice if it added follow-up questions and the client's response to those.