improved

Client Portal

June 1, 2023

Schedule Send Emails
For all the night owls and weekend warriors out there, Keeper now supports schedule sending emails!
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Fixes and Improvements
  • New Zapier Action: Update Client Properties (so you can now update properties when adding a new client via Zapier).
  • Added search to the Users list.
  • Added support for viewing transaction questions in older closes.
  • Added support for Filipino country codes in 2FA.
  • Fixed a bug preventing users from changing Close Status on the Client List if Close Status Reasons were enabled.
  • Fixed a bug preventing due dates and assignees from saving on non-closing tasks with newly-added attachments.
  • Fixed a bug causing the Expenses and Bills without Attachments report to be added to new clients even when it is excluded from a template.
  • Fixed a bug causing Keeper to throw a false error on saving an edit to a Xero line item.
  • Fixed a bug causing the Questions from Client count to include resolved questions.
  • Keeper's Chrome Extension now supports 2FA.
  • Improved error messaging in the Chrome Extension for logged out users.