September 8, 2022

Zapier Improvements
We're excited to announce two new Zapier Actions: Create New Contact
 and Apply Project Template to Client
!
Now, you can add a client, set up their access to the portal, and apply a project template – all instantly after your client signs a proposal.
More on that setting that up here: Keeper Zapier Docs.
Fixes and Improvements
Added the Duplicate Customers Report.
Added a setting to shorten Task Description previews.
Updated Email History to include the time an email was sent.
Fixed a bug causing some email reminders not to be sent this week.
Fixed a bug causing the Open Questions counts on Client Questions tasks and in email merge tags to be incorrect for some clients.
Fixed a bug in Canadian QuickBooks files using the Transactions without Class report.