Turn an email into a non-transaction question for a client | Feature Requests

Turn an email into a non-transaction question for a client

Ben Stein

It's a great way of passing notices received in emails to the client's attention.

February 3, 2025

Starlene Stewart

This would be great to have this option as currently I have to remember to go to Keeper and enter non-transaction questions that come through email and also by text message.