November 14, 2024

Bug Fixes & Performance Improvements

This week, we focused on fixing bugs in Keeper and making features more accessible and easier to use.

Other Improvements

Managers now have access to view and copy Community Templates to their firms.
Updated the client portal Logout button design to help prevent accidental logouts.

Bug Fixes

Fixed a bug where bullet point lists in email templates were sent as numbered lists.
Fixed a bug where the link in W9 Request emails was not clickable.
Fixed a bug where the vendor request email was sent without the CNAME being set up.
Fixed a bug where contacts did not receive the reset password link.
Fixed a bug where the client property on the Client List page did not sort alphabetically or by sort order.
Fixed a bug where the 1099 Report loading state didn’t work on the initial load.
Fixed a bug where not all client properties were rendering for admin users in Practice Settings.
Fixed a bug where “action required” displayed even if the field was empty.
Fixed a bug where receipts showed as a blank PDF, though details appeared in the Notes section.
Fixed a bug where files did not render for users and clients after refreshing the window.
Fixed a bug where it showed 1 transaction question when there were none.
Fixed a bug where a client response appeared to be pending, but the transaction question did not show up.
Fixed a bug where text in transaction questions did not render correctly when there was limited space.
Fixed a bug where moving a file to a related client triggered a ‘Receipt capture subscription not found’ error.
Fixed a bug where users could not access the New Client Onboarding default email template.
Fixed a bug where recent merges prevented users from reviewing or deleting duplicate email templates.
Fixed a bug where custom folders were missing.