Major
- Keeper's Client Portals just got a huge new upgrade!
- First, we are moving to from One Click Links to Email-Authenticated Client Portals. This gives your clients a more secure login experience without sacrificing convenience. It also allows for all of the new functionality below.
- You can now Add a Login to Client Portal button to your website.
- Contacts – Keeper now supports proper contacts rather than the hacky way we've been doing things with assignees.
- This also means there is now much better support for emailing and texting your contacts - you can now select from a list of contacts rather than re-typing their information every time.
- You can also use contact first names as Merge Tags in email and text templates.
- Merged Client Portals – because we now have contacts, you can associate a contact with multiple clients to give them access to multiple files from the same link.
- This also clears the path for future new features like publishing Management Reports directly to the Client Portal and adding Dashboards for Metrics in the Client Portal.
Minor
Bug Fixes
- Fixed a bug causing crashing on the Management Reports in Canadian files if Revenue the client had no revenue.