Client List

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides the client list is typically the first page you will see when you log into keeper this list shows you all of your clients and your progress on each of their closes you can also see high level stats on your open client questions, and whether any of them have been answered from any close, you can get back to the client list by clicking the back to all clients button you can also filter this list to show clients with particular properties historical closes if you want to see or start an older close, you can click the arrow in the circle to the left of the client's name this will let you see all older closes as well as start closes from older periods for example, if you wanted to do a 2020 cleanup, you could click add previous month end close , choose december 2020, and that would create a december close in that close, you can run all the reports contextualized to that date range for more info on cleanups, see our best practices guide on them here cleanups docid\ rgc9gayjjehiwqcapjgzt filtering to filter your client list, click the filter button next to the client name search box peek & pop if you click into any cell on the client list, you can see all of the tasks in that section client properties and saved views you can add client properties docid\ zndnbejjdhzginknxrzju to your client list to give you more information about your clients for example, you can have a checkbox property for vip so you can filter to show only your vip clients you can even save these views for easy access later and share them so your whole team can have access kanban if you have close statuses docid\ p8qf5comgzzmuc6cfgqvc enabled, you can view your closes on a kanban board to get a more visual sense of the status of each client's close