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.
You can now add up to 25 emails and phone numbers to a contact in Canopy
![[Deleted User]](https://us.v-cdn.net/6031201/uploads/defaultavatar/nBWMCAKC1M8AA.jpg)
Also, you can now get to the contact edit view from the drop-down arrow by the contacts name.
Categories
- 47 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 327 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 41 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 40 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
I'm just curious whether this many emails or phone numbers are necessary for contact and how does it help us?
I appreciate this feature for those clients that have a number of emails! @John_Damous has a point too; we should be able to create min-contacts within clients (e.g. ABC Corp has 4 points of contact that have their own extension/number and email).
How about us having more than one email that filters through canopy. There are only five of us in my office but I'm in charge of filtering the emails. My boss has two. Since Canopy doesn't have icloud intergration (for email or calendar we needed to create my boss a gmail account now trying to separate his personal & business. I am only able to sync one of his accounts (the gmail) to canopy & during this busy time we aren't able to get the emails through Canopy. So I have to get out of what I'm doing open his other email to check. It would be nice that it would be in canopy.