Product Updates 2020
Guides
April 2020
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.
Last updated: a year ago
February 2020
Last updated: 10 months ago
March 2020
Last updated: 10 months ago
October 2020
Last updated: 7 months ago
