Timestamps on client questions/answers
in beta
J
Jillian Plank
in beta
Cheryl Lanahan
Jillian Plank I'm so excited about this!!!!
M
Martha Cressy
Jillian Plank Will it have details of WHO answered/uploaded? :)
C
Cristi
I vote yes
K
Karen Bertrand
Yes, so important! Not just for us, but for the client. We're onboarding a client and just asked an additional question after getting his response. But he can't see which question is the newest. The dates he sees are the original date entered, not the latest response/comment. So my newest question (and most urgent) is buried.
K
Katie Redman
Hoping this gets planned soon. When we ask our clients about overdue receivables its crucial for us to know when the client last updated us about the account. We can see the date of the most recent reply if we click on it, but if it turns into a longer back-and-forth conversaton, there's no way to see the dates of the previous comments.
J
Jill Rheaume
This needs to be bumped up!! It's incredibly important as an accountant/bookkeeper to CYA!!
b
bookkeeper@heidihallmark.com
Would love to see timestamps on client questions/answers so I can track KPIs for my team.
R
Roslind Burks
Merged in a post:
Show date uploaded for attachments submitted by client
J
Jessica Unknown
Sometimes a client will add multiple files to one non transaction question and say "disregard the last one" but I have no way of seeing what the last one was since there is no time stamp on the attachments list.
C
Carrie Yowell
Also, I would add that date/time stamps would solve the problem that I have some clients who I go back and forth with frequently. They rarely give me the full answer on the first time out. It would be helpful to see how long it took me to get the final answer.
L
Linda Barney
Initials of particular contact would be helpful as well
K
Katie Redman
Agreed! Its difficult to see who wrote the "Q" and the "A". Especially if there is more than one contact for the client.
C
Carrie Yowell
Linda Barney: I second this motion. I have a client who uses a group email to save money (rather than assigning each employee their own email). Anyone in the group can respond to Keeper questions, and the employer rotates interns in and out of the group so I never know who is replying unless they identify themselves (which they never do!). If we had the ability to see who responded, I could probably demonstrate to the client the need for providing individual email addresses for certain key persons using the portal.