Option to add client notes to the close screen | Feature Requests

Option to add client notes to the close screen

complete

Will McNaughtan

For clients with details all employees need to see while working in the file it would be helpful to surface the notes at the top of the close file like with the Questions reports.

Pin client details would also be helpful.

Created by Roslind Burks

February 22, 2023

Ben Stein

marked this post as

complete

https://help.keeper.app/en/articles/6555871-client-details#h_5c429a1617

Abbey Garcia

Ben Stein: is there any chance you can do this or something similar with the Notes too? That's the section I use more because you can have separate notes for separate topics ie: payroll notes, sales tax notes, txn entry notes

Ben Stein

Abbey Garcia: I'll discuss with the team!

Ben Stein

Merged in a post:

Move Client Notes for easy access

Abbey Garcia

Make it less clicks to get to client notes please! We use these pretty frequently and make a running note for common client information needed.

I use notes for things like:

list of personal account numbers so I know when a transfer to an account is draw
X vendor is typically Y expense account
Txns for X vendor over $500 are for Y expense account and under $500 are for Z expense account

Things that don't need to be checked off as a task but are useful information to have handy.

March 8, 2023

Ben Stein

Will McNaughtan would you prefer to pin the client details, or to pin a specific client note, or something else?

Will McNaughtan

Ben Stein: Either would be fine, I think that Client Details makes the most sense

Ben Stein

Will McNaughtan: great, thanks!

Kenny Song

Will McNaughtan: Hi Will! Do you think if it was a panel which would then be click to open the note in a modal or if the panel itself had the note?