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.
Change Business to Individual
We are trying to clean up our Contact List by having all clients Portal by their Individual Names instead of there Business Name. Alot of the contacts have double portals. It would be so much easier if we could just change the Business Name to Individual.
Tagged:
Categories
- 44 GENERAL DISCUSSION
- 14 SOFTWARE RELEASES/UPDATES
- 277 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
- 55 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 32 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 22 TAX PREPARATION
- 49 TAX RESOLUTION
