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.
Task Filtering at Contact Level

The general task list has the capability to be filtered. The same capability to filter at the Contact Task level would be quite helpful.
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