Browser Extension - A lot of features
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Tyler Otto
Alright, i'm about to get greedy here, but here is what i'd see as the ultimate vision for a Keeper Browser Extension. Bear in mind the whole reason for the extension is to make a whole bunch of things convenient.
- I'd like to be able to add a new task to any client's list (recurring or non) and add notes.
- I'd like to be able to track time by any client. This includes a quick little "manual add" like "12 minutes to client x".
- I'd like to ask a client a Non-Tx transaction directly from the extension (including uploading an attachment or a screenshot, and asking about it)
- I'd love to take client notes in the extension
- I'd want to be able to message my team about a client from the extension (so i could @ them in a comment)
I know there is a bunch in this request, but this would greatly improve the convenience of Keeper
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Karmen Krinn
It would also be great if we could upload a file to the client uploads section when a client emails an attachment that they should have uploaded to the portal - it has been a struggle with some of our long time clients to break them of the habit of emailing us everything instead of using the portal.
Being able to do more from the extension would be great for Outlook users since there is not yet a way to add tasks from an email in Outlook. Not sure how that integration may work when it does become available, but I am wondering if you would need to be using the web version of Outlook. If so, adding tasks from Outlook email would still would not work for those that use the desktop version of Outlook.
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Tiffany Bogle
Was just going to request the ability to comment to team from bank transactions and reports.. but I see you've already covered it :)
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Bryanna Paice
I was here to add the idea of adding a task from the extension. I will just upvote yours instead. Great ideas!
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Ben Stein
Tyler Otto are you spying on our sprint planning sessions 🤔
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Tyler Otto
Ben Stein: I can't believe you guys didn't notice me.... i mean, i was sitting in the front row.
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Ben Stein
Tyler Otto: quiet as a church mouse 🐭
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Renae Leahy
I love how you think outside the box. What great ideas!