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  • Product Updates 2019

July 2019

Written by Avery Simmons

Updated at July 4th, 2021

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Table of contents

    Release Notes July 2019

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

    What's New for Canopy

    Custom Fields in the Contact Import

    Description: Custom fields have been incorporated into the contact import process. Select already existing custom fields or create a new one when mapping attributes on the Import screen.

    Learn More:

    Importing Contacts to Canopy

    Canopy Mobile Enhancements

    Description: Canopy Mobile 1.3.0 enhancements include:

    • Support to view or edit custom fields on contacts.
    • Ability for practitioners to use third-party call or text apps for Android users (Google Voice, Ring Central, Line2, etc.) to communicate with clients.
    • Caller ID function for iOS users to know when your clients call or text.
    • A review prompt feature that will request feedback and/or review.

    What's New for Practice Management

    Practitioner Payment Storage

    License/permissions:

    • License: Any
    • Permissions: Billing

    Description: Credit cards and bank account information can now be stored in Payment Settings.

    Learn More:

    Saving Payment Information

    What's New for Tax Prep

    Adding New Contacts from a Tax Return

    Description: The latest update to Canopy's Tax Preparation tool includes the following enhancements:

    • Assignees will be notified when a tax return has been accepted, rejected, or encountered a processing issue.
    • Practitioners will get an email stating that the client has completed all required signatures.

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