The Client List is the first page you will see when you log into Keeper. You can think of it like a high-level dashboard of all of your clients and closes.
On it, you can see high-level summaries of your...
You can also filter this list by any of the above values to create Saved Views.
From any close, you can get back to the client list by clicking the Home button.
Video: The Client List Basics
Be sure to check out the whole Getting Started with Keeper series on our YouTube channel!
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
Select the arrow next to the client's name
Click Create Previous Closes
Choose December 2020
This would create a December close. In that close, you can run all the reports contextualized to that date range (Jan '20 - Dec '20).
For more info on cleanups, see our best practices guide 👉 Cleanups
Open Closes
If you want to stay on top of closes from prior periods that may still be active, you can also filter the client list to show All Open closes or All Closes.
Filtering
To filter your client list, click the Apply Special Filters button next to the Client name search box.
You can also filter the contents of each column on the client list.
Quick View
If you click on 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 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.
How to Delete a Saved View
Click More Options (three dots) next to the 'Closes' filters
Click Delete from the dropdown menu
The Default view cannot be deleted
Saved views can ONLY be deleted by the user that originally created it
Ask the user to sign in and delete the view
Hiding Columns
You can show or hide any columns you want on the Client List. Just go to the Add/Remove Columns icon at the top of the list.
Remember to save the view if you would like to return to this column configuration.
Kanban View
If you have Close Statuses enabled, you can view your closes on a Kanban board to get a more visual sense of the status of each client's close.
Tasks: Adding and Updating
On the Client List, tasks are sorted into columns by their sections. Click into the corresponding cell to see the list of tasks! From there, you can select statuses from the drop down menu to the right of the task.
You can add tasks to your clients directly from the Client List. Click in the cell you want to add that task to and click + Add Task.
Latest Published Financials
You can view your clients' latest published financials right from the Client List by adding the "Latest published financial report" column to any view. If you click the cell, you can read the report as well.
For more on publishing Management Reports, read this article.
Bulk Open Closes
You can create the Current and Upcoming close in bulk for all of your clients by clicking the Create Closes button.
This action cannot be undone once the closes are added in bulk. However, if you need to delete a close that was created in error, you can manually delete the close(s) individually. Only Admin users have the ability to delete closes.