improved

Workflow / Task Management

May 4, 2023

Chrome Extension: Info Everywhere
  • Client Notes and Files are now available in the Chrome Extension.
  • Client Details, Notes, and Files are also now all available from any page in Chrome – not just inside QuickBooks.
Export Client List
  • You can now export any view of the Client List.
Fixes and Improvements
  • Fixed a bug causing some Non-Closing Tasks to improperly duplicate upon completion.
  • Fixed a bug where Keeper redirected to the wrong location on logout.
  • Fixed a bug where sorting by Close Status Reason would not work when the status was set to Done.
  • Fixed styling issues on the Client List.