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Calendar Features

hoveecpa Posts: 2

My biggest motivator for using Canopy is scheduling & workflow, and unfortunately even after 20 hours of support communications this past tax season, our calendars are STILL not shared/synced. We use Outlook and only have two people in the office so there is no special nuisance to our situation. Can there not be a Canopy calendar that is unrelated to your email provider for situations like these? Ultimately we have to use backdoor methods to see each each other's schedules, and it really hurts recurring workflow items/notifications because they are not shared unless we do an invite to Outlook which means we are ultimately using Outlook as the real practice management software. I'll reiterate that countless support professionals looked at our situation and were unable to deduce why the calendar visibility is STILL not there. Happy to hear any input, this really is a deciding factor for me moving forward with a practice management software into 2019 tax season

2 votes

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  • TaxDiva
    TaxDiva Posts: 84 ✭✭✭

    That is my issue as well

  • JohnThrives
    JohnThrives Posts: 177 ✭✭✭✭
    That is because they are using non-standard syncing technologies that is not recommended by Microsoft for syncing between Canopy and Outlook. As soon as they upgrade to the latest Microsoft syncing technologies this issue should be resolved.
  • relaxtax
    relaxtax Posts: 0

    The URLs in the calendar should be live links. It isn't very nearly as helpful to know I have a zoom meeting with some if I can't just click through to join the meeting. If the purpose of the calendar is to create enhanced stickiness keep me in focus on running my entire practice through your app, then why are you forcing me to still open my Gmail to click through to the event? This seems as though it would basic core functionality. Do I have my calendar configured wrong?

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