Notes on what we’ve added in our most recent update are below:
Custom color options: You can now customize the color scheme of Knackly to match your firm’s colors. This option is located under the ‘Settings’ page available in your account profile drop-down menu (the icon of a person on the far upper right of the screen).
Logos: You can add your logo to your version of Knackly and it will show up in the upper left corner of the screen.
Patterns for text variables: You can now set a pattern for phone numbers, SSN, EIN, zip codes or any other text that requires a specific entry pattern.
Dynamic labels and help text – You can now add fields (such as {[Client.FullName]}) to labels and help text to further identify and clarify the questions in the interview.
