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.
Export Filtered Contacts
Hello,
I think there should be an option to export and print filtered contact lists, like we can in Tasks - I almost never need to export and print a complete list of all my clients, but almost daily that I need to print specific lists for my employees. Because of this, I'm still using an old task manager in addition to Canopy to filter different to do lists and due dates.
Categories
- 44 GENERAL DISCUSSION
- 14 SOFTWARE RELEASES/UPDATES
- 281 IDEATION
- 34 Billing
- 3 Calendar
- 21 Client Requests
- 38 Communications
- Contacts
- 12 Engagements
- 29 Files
- 6 Forms & Letters
- 26 General
- 8 Mobile
- 1 Notices
- 24 Organizers & Surveys
- 18 Portal
- 58 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 33 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 22 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
Any updates on this becoming a feature? Really need this option!
by: creation date; Tags, contact owner; business type; industry