Major
- Close Templates – you can use Close Templates to copy tasks to new clients in Keeper. Close Templates include closing and non-closing tasks. You can add them to new clients when adding clients to Keeper.
Minor
- Updated the Client List to show up to 100 total clients by default.
- Added a new filter on the Client List to show clients that are not on the latest close.
Bug Fixes
- Fixed a bug causing classes with periods in the name to show up without values on the Management Reports.