Canopy Community

Discussion List

• Engagement Types Visually organized on the engagements screen

  4 views 1 comment 0 points Most recent by Holly January 26Engagements
• Communication

  3 views 0 comments 0 points Started by Joanne January 25 Contacts
• Task Notifications - more information

  7 views 1 comment 0 points Most recent by jeffrey.mcneal January 24Tasks
• Home Page

  8 views 1 comment 0 points Most recent by jeffrey.mcneal January 24Canopy Software
• Note section on Home Page

  5 views 1 comment 0 points Most recent by jeffrey.mcneal January 24Canopy Software
• EDITING CLIENT PDF/PNG/BMP FILES IN CANOPY

  2 views 1 comment 0 points Most recent by jeffrey.mcneal January 24Tasks
• Expand Client Surveys/Organizer

  7 views 1 comment 0 points Most recent by jeffrey.mcneal January 24Contacts
• Allow document sharing by non-contacts

  7 views 1 comment 1 point Most recent by Joanne January 24Contacts
• Recurring client requests

  4 views 0 comments 0 points Started by Joelle_T January 24 Engagements
• Create Custom Forms/Surveys

  10 views 2 comments 4 points Most recent by Joelle_T January 24Forms
• Steps of an engagement to show up as active tasks

  8 views 2 comments 1 point Most recent by Joelle_T January 24Engagements
• Tasks

  7 views 1 comment 0 points Most recent by jeffrey.mcneal January 23Tasks
• Tasks & subtasks assignments

  6 views 2 comments 2 points Most recent by jeffrey.mcneal January 23Tasks
• Can we setup a template for client engagements?

  Accepted Answer 61 views 4 comments 2 points Most recent by Rickgoncher January 21Engagements
• ZIP + 4

  7 views 1 comment 1 point Most recent by jeffrey.mcneal January 21Contacts
• Engagement Letter Templates

  10 views 0 comments 0 points Started by agallati January 19 Engagements
• OIC for CRUT filing Form 5227

  9 views 1 comment 0 points Most recent by jeffrey.mcneal January 17Tax Resolution
• Custom Branding-Domain

  16 views 1 comment 0 points Most recent by jeffrey.mcneal January 16Practice Management
• Client Organizer- NEW

  66 views 6 comments 2 points Most recent by jeffrey.mcneal January 16Practice Management
• Arizona POA

  6 views 1 comment 0 points Most recent by jeffrey.mcneal January 16Canopy Software
• Link to Google Calendar

  9 views 2 comments 0 points Most recent by jeffrey.mcneal January 16Calendar
• In case you did not see this release yesterday: Desktop Assistant

  19 views 0 comments 0 points Started by jeffrey.mcneal January 16 Practice Management
• Time Entries

  9 views 1 comment 0 points Most recent by jeffrey.mcneal January 16Billing
• All users can see contacts when added

  8 views 1 comment 0 points Most recent by jeffrey.mcneal January 16Contacts
• Have Dates record when subtask is completed

  12 views 1 comment 0 points Most recent by jeffrey.mcneal January 16Tasks
• Task List View Clean-up

  12 views 2 comments 2 points Most recent by jeffrey.mcneal January 16Tasks
• Adding Timer tool to a task

  13 views 2 comments 1 point Most recent by jeffrey.mcneal January 16Tasks
• Customized Upload Message

  6 views 1 comment 0 points Most recent by jeffrey.mcneal January 16Files
• Client Request Templates

  12 views 1 comment 1 point Most recent by jeffrey.mcneal January 16Engagements
• Driver for OSX

  10 views 1 comment 1 point Most recent by jeffrey.mcneal January 16Files