If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
Contact labels
You know what would be dope? If, on an account that multiple people have access or connection to, we could label phone numbers not just Office or Mobile, but also with business owners/K1 receivers' names.
Categories
- 47 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 327 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 41 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 40 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
Hi @HAckerman,
Thanks for messaging in today. I have sent this over to our team that is in charge of contacts. We appreciate your input as we attempt to make Canopy the best tool it can be for our users.