It looks like you're new here. If you want to get involved, click one of these buttons!
Canopy is kind of a patch CRM. We use it to document information on our clients.
I've started adding custom fields, like for websites, LinkedIn, Facebook, Google Reviews, Etc. Anything that is background information that is a confirmed touchpoint for the client, so helpful to either verify information or reach out if needed.
It would be amazing if I entered a website, for it to be a functional hyperlink save to the contact that is then clickable from within Canopy.
Thank you Dev team for taking our feedback and continually working towards making this product an amazing tool for small teams. Your work is noticed and appreciated.