New Feature: Improved Contact List Management

We released a new feature that made improvements to the contact list management on Canopy's platform. Learn what's changed & how it works!

12 mi read

2016-06June-intro-contact-management

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:

 
 
 
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Manage more clients, more efficiently. 

Log in to your Canopy account to explore this new feature! Curious about this feature but don't have an account? Try it for free here.