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.

Emails - preemptive addresses

DemaraDemara Posts: 2

It would be great if the emails thru Canopy would pull up email addresses that we've used in the past like most email systems have.

1 votes

New Idea · Last Updated


  • jeffrey.mcnealjeffrey.mcneal Posts: 227 admin

    @Demara I've shared your suggestion with the product manager assigned to that function.

  • PegretPegret Posts: 2

    There's also a problem with an old email address being applied to e-signature requests AFTER the emails in the client's contact have been changed. The only way I've been able to get the information in the Client Portal to change is to archive the contact and resend a new link where they have to sign up all over again.

  • jeffrey.mcnealjeffrey.mcneal Posts: 227 admin

    @Pegret from our support team: Updating email addresses in the contact info does not update the client portal login if the old email was associated with the login prior to the email being changed. To update the client portal login, they would remove access to the old email and re-invite them to the portal with the new email. OR, the client can log into the portal and update their login email there.

Sign In or Register to comment.