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
