Apr 25, 2023
2 min read
New Client List
Resize columns, show and hide columns, infinitely scroll, and search directly on the new client list page.


Resize columns, show and hide columns, infinitely scroll, and search directly on the new client list page.
Streamline the way you view your client data with these new updates. Layout and design has changed to make it easier for you to view your data and interact with it. Resize columns, show and hide columns, infinitely scroll, and search directly on the client list page.
In addition to the redesign, you’ll also find the following functionality:
All of your favorite bulk actions will still be available.
Finding clients, or groups of clients, easily, speeds up work. When you can group clients based on certain criteria and perform work in bulk, you begin to scale yourself, your colleagues, and the firm. Grouping clients is also good for work management. People work differently. Some prefer to manage their work based on projects and tasks. Others want to manage their work based on client or client type.
Available in Canopy’s Client Management module.
To learn more, click here to read about step-by-step instructions in a knowledge article.
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