Managing Client Requests
Written by Avery Simmons
Updated at October 26th, 2021
Client requests can be made for a specific contact from within the mobile app. To get started, navigate to a relevant client's Contact Profile.
1. Tap on the Global Add Button.
2. Tap Request.
3. As needed, tap Apply Template to select a task template to use.
- Tap the Template you wish to use.
- To change your applied template, tap Change.
4. Input any relevant client request information.
- Required information fields are denoted with a blue asterisk.
5. At the bottom, tap Save and send to send the Client Request to your client.
- Tap Save as draft to save the client request as a draft to be sent later.
Adding a Client Request to a task
Users can add client requests to tasks that have already been created in Canopy. To get started, navigate to a relevant task in the Canopy mobile app.
1. Tap the Subtasks tab.
2. Tap Add a subtask.
3. Tap Add client request.
4. Input any relevant client request information.
- Required information fields are denoted with a blue asterisk.
5. At the bottom, tap Save and send to send the Client Request to your client.
- Tap Save as draft to save the client request as a draft to be sent later.
Commenting on a Client Request
Users can comment on a client request from directly within the Canopy mobile app. To get started, navigate to a relevant Client Request.
1. Tap the Comments tab.
2. Input a comment in the Send a comment box.
- If needed, tap Add fileto add a file to your comment. Choose from the available options:
- Scan with camera: Scan a document using your phone's camera.
- Add from photos: Add a document from your phone's photos.
- Upload from files: Add a document from your phone's file directory.
3. Tap Send or Enter on your keyboard to send the comment.
Editing a Client Request
To edit a client request on the mobile app, first navigate to a relevant Client Request.
1. Tap the Options menu.
2. Select Edit client request.
- If needed, tap Archive subtask to archive the client request.
3. Make any necessary changes.
4. At the bottom, tap Save changes.
