Map Ask to specific contact | Feature Requests

Map Ask to specific contact

under review

Kristen Faith

I have my ask transactions set up in QBO as Ask Sara or Ask joe. It would be great if I could map these to a specific contact in Keeper so I didn't have to select the contact on each ask transaction

March 2, 2022

Shana Murraywolf

marked this post as

under review

Ben Stein

Kristen Faith - have you considered adding custom reports in the Transaction review section for Ask Sara / Ask Joe rather than lumping them into the uncategorized transactions report?

Ben Stein

marked this post as

discussing with author