Knackly Updates for September 9, 2019

Knackly-Text-Helps2

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 {}) to labels and help text to further identify and clarify the questions in the interview.

Kim Mayberry

Kim is the CEO and Co-Founder of Knackly, a powerful tool that makes it easier than ever to automate critical processes in your business.

Grow your practice through efficiency and accuracy

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