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.
Open file in new tab
Why did Canopy take away this feature? It is very helpful when trying to load a large file (such as a tax return) to be able to click the icon to open the file in another tab. This used to be a feature until a few months ago. Having to download larger files because they take forever to load OR because you want to refer back to a prior tax return for a new client while entering the current year files misses the whole point of having files saved in Canopy (and not having to save on my computer).
Categories
- 43 GENERAL DISCUSSION
- 10 SOFTWARE RELEASES/UPDATES
- 178 IDEATION
- 21 Billing
- 3 Calendar
- 20 Client Requests
- 31 Communications
- Contacts
- 12 Engagements
- 24 Files
- 5 Forms & Letters
- 21 General
- 6 Mobile
- 1 Notices
- 21 Organizers & Surveys
- 13 Portal
- 35 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 3 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 25 PRACTICE MANAGEMENT
- 4 TAX & FINANCIAL PLANNING
- 20 TAX PREPARATION
- 47 TAX RESOLUTION
