Client communication that is not a question | Feature Requests

Client communication that is not a question

Caroline Rockwell

My clients get confused when I send them an upload because it says its a question. They keep saying they dont see a question. Can there be just a client communication that is not titled as a question. I try to keep all communication through this application.

5 days ago

Caroline Rockwell

I send confirmations for monthly/quarterly sales tax filing/payment to clients by uploading in the client communication section. I select non-transaction question, tell them what I am sending and upload the document. Another example is when I send payroll reports and paystub report. It notifies the client there is a question, which confuses them every time. It would be nice to have an option that does not have "question" attached.

Ben Stein

Hi Caroline (or any other voters)! Do you have an example of how you might want to use this?

Gina Loyonnet

Ben SteinThis issue would be resolved if we can attach documents when we email the client in Keeper.

Ben Stein

Gina Loyonnet you can!

Gina Loyonnet

Ben Stein!!!!! All this time I never saw that. Will you consider putting that paper clip attachment in the toolbar with all the other quick access commands? That's where most people look for the attachment icon. The reason why I never saw it is because our email template is long enough that the send button & attachment icon is not visible when you view the email template. We have to scroll down to see the send button & attachment icon.

Ben Stein

Gina Loyonnet ah gotcha! will review with the product team

Carol Holm

Ben Stein Maybe a chat? or message box kind of like texting but inside the app.