We released a new feature that made improvements to the contact list management on Canopy's platform. Learn what's changed & how it works!
1 min read
Viewing and organizing your contact list within Canopy is now more efficient than ever before.
You can select contact attributes (phone number, SSN, spouse name, etc.) you want displayed and arrange them in any order you please. The order and visibility of attributes are specific to your profile. Your team members will all have their own profile-specific view of their contacts.
You can also filter your list by businesses or individuals, tags and birthdays, or by any of the other contact attributes. Once you've filtered your contacts, you can save a custom contact group for future reference. Simply create the filter once, save it, and use it over and over without having to create it every time you log in.
Check out all this and more in this quick overview video of the new contact list management feature:
Manage more clients, more efficiently.
Log in to your Canopy account to explore this new feature!
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Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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