October 2019
Written by Avery Simmons
Updated at July 4th, 2021
Release Notes October 2019
These release notes are meant to give an overview of new features and/or enhancements launched in the month of October.
What's New for Practice Management
Task Templates Enhancements
License/permissions:
- License: Any
- Permissions: Admin
Description: Admin team members can edit or delete task templates created by other admins. In addition, admins can edit or delete message templates and email templates.
Learn More:
Canopy Payments One-Time Payments
License/permissions:
- License: Any
- Permissions: Billing, Canopy Payments
Description: Users enrolled in Canopy Payments can schedule one-time payments when needed.
Learn More:
Upload Canopy File as an Attachment
Description: When composing an email in Canopy, users have the option to attach a file directly from Canopy.