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  • Product Updates 2020

April 2020

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

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

    What's New for Practice Management

    Client Portal Mobile App Enhancements

    License/permissions:

    • License: Any
    • Permissions: Client portal access on a mobile device

    Description: push notifications are now available in the client portal mobile app! 

    Learn more:

    • Client portal mobile app guide

    Learn more:

        Mobile App Guides

    Canopy Mobile Updates

    License/permissions:

    • License: Practice management
    • Permissions: admin & basic

    Description: Updates to your practitioner app include:

    • Add/manage connections 
    • Easy create new contact process
    • Show/hide connections on list
    • Remove connections
    • Various bug fixes

    Learn more:

    • Mobile app guide

    Tasks Date Filter

    License/permissions:

    License: practice management

    Permissions: admin & basic

    Description: Easily sort dates by time frame. Combine time frame filtering with filter groups for easy referencing.

    Learn more:

    Sorting and filtering

    CPE & CE Courses available for free

    License/permissions:

    License: Any

    Permissions: Any

    Description: all courses on Canopy's Courses platform are available for you to use free of charge. Earn important credits in a self-study model from industry thought leaders. 

    Learn more:

    • Courses

    Office 365 Email Sync

    License/permissions:

    • License: Practice management
    • Permissions: Admin

    Description: Users can now directly connect an Office 365 business account to Canopy. Sync your contact communication and calendar events in Canopy with the same easy flow at you can with a gmail account.

    Learn more:

    • Syncing an email account

    Zapier Updates

    License/permissions:

    • License: Any
    • Permissions: Active Zapier account

    Description: Contacts can be not only created, but they can be updated as well using various apps that Zapier offers, one of them being Google Sheets. If a contact is updated in Google Sheets, then it will automatically update the contact in Canopy. 

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