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
jeffrey.mcneal
Posts: 227 admin
Also, you can now get to the contact edit view from the drop-down arrow by the contacts name.
Categories
- 43 GENERAL DISCUSSION
- 10 SOFTWARE RELEASES/UPDATES
- 177 IDEATION
- 21 Billing
- 3 Calendar
- 20 Client Requests
- 31 Communications
- Contacts
- 12 Engagements
- 23 Files
- 5 Forms & Letters
- 21 General
- 6 Mobile
- 1 Notices
- 21 Organizers & Surveys
- 13 Portal
- 35 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 3 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 24 PRACTICE MANAGEMENT
- 4 TAX & FINANCIAL PLANNING
- 20 TAX PREPARATION
- 47 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).