Release Notes July 2019

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

What's New for Canopy

Custom Fields in the Contact Import

Description: Custom fields have been incorporated into the contact import process. Select already existing custom fields or create a new one when mapping attributes on the Import screen.

Learn More:

Importing Contacts to Canopy

Canopy Mobile Enhancements

Description: Canopy Mobile 1.3.0 enhancements include:

• Support to view or edit custom fields on contacts.
• Ability for practitioners to use third-party call or text apps for Android users (Google Voice, Ring Central, Line2, etc.) to communicate with clients.
• Caller ID function for iOS users to know when your clients call or text.
• A review prompt feature that will request feedback and/or review.

What's New for Practice Management

Practitioner Payment Storage

License/permissions:

• License: Any
• Permissions: Billing

Description: Credit cards and bank account information can now be stored in Payment Settings.

Learn More:

Saving Payment Information

What's New for Tax Prep

Adding New Contacts from a Tax Return

Description: The latest update to Canopy's Tax Preparation tool includes the following enhancements:

• Assignees will be notified when a tax return has been accepted, rejected, or encountered a processing issue.
• Practitioners will get an email stating that the client has completed all required signatures.