Sticky Notes

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 a sticky note is a way to leave a note on your client portal that they can see when answering your questions for example, you might want to tell your clients to let you know if they open a new bank or credit card account setting up sticky notes sticky notes are a practice level setting, and you can turn them on by going to the practice settings wheel > client portal settings > sticky note from here, you can enable sticky notes and leave a message for your clients what sticky notes look like