Apply multiple templates when adding a client | Feature Requests

Apply multiple templates when adding a client

complete

Kristin Kirui-Case - MNB

Want to be able to apply a set of templates when initially adding a client to Keeper.

Created by Shana Murraywolf

Ben Stein

marked this post as

complete

Erica Hughes

Ben Stein this can be marked completed

Ben Stein

Erica Hughes: thanks!

Erica Hughes

In this same vein, it'd be awesome to be able to add a Project Template when adding a client

- EX: Add onboarding template when adding a new client