Notification when a client calls

TaxDivaTaxDiva Posts: 27 ✭✭
edited August 7 in Canopy Software

During tax season we get exteremly busy. It would be nice if we can notify coworkers within canopy if a client calls. Not just put it in the notes but have them get a notification with the message attached if they aren't available at the moment to take the call.

Maybe instant message to beable to chat to each other.


  •[email protected] Posts: 97 admin


    We have heard the request for an instant messenger before. I will go ahead and add your request to that feature ticket.

    Thank you for your submission today!

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