Close Notes
A
Amy Esp
I would really like a Notes section in the close area where you could put notes specific to that close or reference why the status is set how it is. A button to copy to next month would also be awesome if needed. Examples could be "password change on Amex, texted client, waiting to hear back" or "Checking account reconcile was messed up this month, seems to be a QB issue, but check next month".
My team currently keeps this info in separate documents, but having it in Keeper would be idea.