Basic Client Information Tracking
discussing with author
Carlos Wylie
It would be helpful to have a basic client information page/window/interface that will quickly display high-level client information for easy reference.
For those with multiple clients, it can ease the friction of trying to consciously remember what each client does or the industries in which they operate. It can also help for easy reference with onboarding new team members or allowing multiple team members to collaborate without having to explain specifics of each client.
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Ben Stein
Carlos Wylie are you familiar with Client Properties and Client Notes in Keeper?
https://docs.keeper.app/client-properties
https://docs.keeper.app/client-info-page
B
Ben Stein
discussing with author
C
Carlos Wylie
Ben Stein: Thanks. I was not aware of this. It is helpful, but i believe it would be more user friendly if we could access a summary of this info without needing to click into the client.
For example, if I could just hover over the client name in my dashboard and see this same window.
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Ben Stein
Carlos Wylie: You can do this! You can bring client properties onto the dashboard as saved views: https://docs.keeper.app/client-list#3q-client-properties-and-saved-views