Release Notes October 2018

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

What's New for Canopy

Custom Messages

Description: When inviting a client or team member to create either a Canopy account or an account in the Client Portal, it’s very important the initial invitation is personalized. Instead of creating that personalized message every time you send an invitation, custom messages allows you to create invite message templates that you can quickly add to every Canopy invite you send. This will save you time, and help streamline your client experience.

What's New for Practice Management

Canopy Dashboard Enhancements

License/permissions:

• License: Any
• Permissions: Admin

Description: Admin users can add important links to the dashboard of all team members.

Learn More:

Adding links to Dashboards

Canopy Dashboard Enhancements

License/permissions:

• License: Any
• Permissions: Billing

Description: Multiple timers allow you to run more than one time, though not simultaneously. With multiple timers, you can switch back and forth between time tracking projects with ease. Save all your time entries to Canopy and add them to an invoice to send to your clients.

Learn More:

Adding Time Entries to an Invoice