Client Success
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Recent activity by Client Success-
October 2023 Release Notes
New Display Format for Personnel We've transitioned to a new display format for Personnel information when adding new individuals or viewing existing profiles. Instead of a modal window, it now app...
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July 2023 Release Notes
Corporate Services - Recurring Orders Located under the Corporate Services tab on the navigation bar, Recurring Orders enable you to make updates in real time as your organization and entities evol...
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May 2023 Release Notes
Warning message about losing recently entered data When clicking outside a modal window, a warning message will appear asking if you want to close the modal window and lose the recently entered dat...
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Mitigating Risk & Managing Sensitive Information with EntityKeeper
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Budgeting & Pro Forma 101 (On-Demand Course)
Course Overview Budgets and pro formas are two very important financial statements that will impact how you manage your property and make strategic decisions for the future. Set Your Deal Up for Su...
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Admin Guide
As a user with administrative (Master Control) permissions, you have comprehensive access to EntityKeeper’s features and functionality. Additionally, you can configure user roles/permissions, so th...
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March 2023 Release Notes
New module window for creating a Notification The method of creating Notifications to EntityKeeper has been updated to include two workflows - by Entity and by Personnel. Creating a Notificati...
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August 2022 Release Notes
We are excited to announce the new Single Sign-On (SSO) feature. Now, you can securely authenticate your login with one set of credentials.Benefits of SSO: Monitor which apps employees are using...
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July 2022 Release Notes
Entity Information Visibility EntityKeeper has added the ability to edit the information displayed in each node within your Org Chart. To change the display, each node now has a pencil icon in th...
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June 2022 Release Notes
We have made a few small changes within your EntityKeeper account that can help your organization in a big way. Here’s the updates you can find: New Node Shapes We have added one more way to ma...