Release Notes August 2019

These release notes are meant to give an overview of new features and/or enhancements launched in the month of August.

What's New for Canopy

Canopy Mobile Enhancements

Description: Mobile updates in August included:

• Invite to the Client Portal
• Optimized contact lists for firms with more than 10,000 contacts.
• Most recent searched contacts display on the Search screen.

What's New for Practice Management

Client Payment Storage

License/permissions:

• License: Any
• Permissions: Admin

Description: Your clients can now save their payment information in the Client Portal.

Learn More:

Navigating the Client Portal

Drag and Drop Subtasks

Description: Customize steps in the Task Workspace, task templates, and Notices for your team at any time by dragging and dropping subtasks.

Learn More:

Creating a Task