January 2019
Written by Avery Simmons
Updated at July 4th, 2021
These release notes are meant to give a quick overview to new features and/or enhancements launched in the month of January.
What's New for Canopy
Bulk Client Portal Invite
License/permissions:
- License: Any
- Permissions: Admin
Description: The Client Portal manager allows admins to see who’s been invited to the Client Portal, when they last logged in, and what contact records the portal user can access. Users can also send and resend invites to the client portal in bulk. This will save you time and frustration by not having to access each contact record to view these details and resend portal invitations.
Learn More:
Inviting Clients to the Client Portal
Copying Client Notes
Description: Team members with access to specific contacts can copy notes from the Contact Profile.
Combining My Profile and Account Settings
License/permissions:
- License: Any
- Permissions: Admin
Description: The two separate buttons My Profile and Account Settings have been replaced by one Settings option.
What's New for Practice Management
Esign Reminders
Description: Users can add a reminder to Esign Client Requests. With this reminder, Canopy can automatically email your clients when they have an outstanding eSign request.
Learn More: