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 Canopy

Contact Import Update

License/permissions:

• Any license except transcripts-only licenses
• Admin

Description: When admin users start the contact import process, they will be taken through two new initial steps. The first step allows users to select from a list of 8 different 3rd party systems. Once they select the system they are importing from, admin users will see specific tips on how to successfully prepare and import their data to Canopy.

Learn more:

• Importing Contacts to Canopy

What's New for Practice Management

Canopy Dashboard

License/permissions:

• Practice Management
• Admin

Description: When admin users login, they will see a dashboard of tasks assigned to all team members in Canopy.

Learn more:

Getting to Know Canopy Dashboard

Recurring Calendar Events

License/permissions:

• Practice Management
• Any

Description: Users who have connected their Google account to Canopy are now able to create, delete, and edit recurring events from Canopy.

Learn more:

• Syncing Canopy Calendar
• Managing Calendar Events

Email Template Permissions

License/permissions:

• Practice Management

Description: Users can designate whether an email template is visible to all team members or not. Additionally, users can select either a team template or a private template when sending emails.

Learn more:

• Utilizing Email Templates

What's New for Notices

Licenses/permissions:

• Notices
• Admin

Description: Admin users now have the ability to edit the Notice templates that Canopy provides as part of the Notices product. Admin users can edit all the text for each task and the template files attached, remove or add tasks, and reorder tasks in any Notice template. Additionally, admin users can revert an edited template to the default version provided by Canopy.

Learn more:

• Creating a Notice