Timestamps on client questions/answers
complete
J
Jillian Plank
complete
Timestamps on client questions & answers, as well as a record of who responded are all available in the most recent version of the portal. To upgrade, follow the instructions in this help article: https://help.keeper.app/en/articles/6066686-custom-branding-whitelabel-setup#h_63f7093333
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Anneliese Deatherage
Yes please!
J
Jillian Plank
in beta
Cheryl Lanahan
Jillian Plank I'm so excited about this!!!!
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Martha Cressy
Jillian Plank Will it have details of WHO answered/uploaded? :)
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Cristi
I vote yes
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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.
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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.
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Jill Rheaume
This needs to be bumped up!! It's incredibly important as an accountant/bookkeeper to CYA!!
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Heidi Hallmark
Would love to see timestamps on client questions/answers so I can track KPIs for my team.
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Roslind Burks
Merged in a post:
Show date uploaded for attachments submitted by client
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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.
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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.
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