Creating a Client Support tab

BNguyenBNguyen Posts: 8

First and foremost - let me say that I really appreciate that Canopy can sync to Gmail and filter/compile all of our electronic communication for a client.

Would it be possible to create a new Client Support tab where emails funneling to a specific email account (like a support email address) could be tracked as tickets and responses and completed action items? Right now we would have to use a completely separate platform like Zendesk or Helpscout to do that.

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 97 admin

    Hello @BNguyen,

    Creating a Client Support Tab isn't something that is supported as of now. I have gone ahead and created a feature request on your behalf.

    Thank you for your submission today!

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