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 Owner - Assign in Bulk

it would be nice if we could only assign ourselves to the contacts on which we're the "owner" since i don't really need to see notifications for all clients in the firm, only mine. Also when someone is marked as the owner of a contact, they should automatically be assigned to that client.

3 votes

New Idea · Last Updated

Sign In or Register to comment.

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!