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

What's New for Practice Management

Canopy Dashboard Enhancements

License/permissions:

• Practice Management
• For the Overview dashboard: Basic
• For the Admin dashboard: Admin

Description:

• For basic users
  • Your daily agenda, based on events you have been invited to on your calendar, will display in the left panel of the
  • Tasks assigned to you will display in the Tasks panel.
• For admin users
  • Dates and Tasks assigned specifically to you will display under the Overview tab.
  • Click the Admin tab to view:
    • Tasks overdue, tasks due this week, tasks due next week, and future tasks assigned to each team member in Canopy.

Learn more:

Getting to Know Canopy Dashboard

Time Entries Dashboard

License/permissions:

• Practice Management
• Billing
  
  
• You will need admin permissions to view the global Time Entries Dashboard.
• You will need access to a specific client as well as billing access permissions to view the Time Entries dashboard listed in the Contact Profile.

Description: The Time Entries Dashboard will list Total hours, Billed hours, Unbilled hours, Unbilled revenue, and Billed revenue.

Learn more:

• Managing Time Entries

Bulk Task Assign Tool

License/permissions:

• Practice Management
• Admin

Description: Admins can grant access to contacts to team members (assignees) from the Create Task window.