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.