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.
Pin a contact
It would be great if you could pin your most used contacts to the top of the contact list.
Tagged:
Categories
- 46 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 325 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 40 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
- 38 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
