March 9, 2023

It's all in the details

This week, we made two improvements to make Client Details easier to access.

First, if you'd like to more prominently display them on your Close Page, you can now enable a setting to do that:

Second, we added Client Details into QBO via the Chrome Extension that powers Keeper in the bank feed. This functionality is still in beta, but see below for a video.

Chrome Extension Updates

Users can now access and update Client Details within QBO.
Added support for Assignable Client Questions to the Bank Feed.
Sped up question posting time by 3x (now < 5 seconds).

Fixes and Improvements

Added the ability to remove due dates from non-closing tasks.