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.
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Definitely needs some work! I don't have any specific suggestions, but stuff gets missed a lot due to the complexity. (View Post)
I like the fact that my staff can view emails I've had with a client, without having to forward them. But the communications interface is lacking. First of all, it's just hard to read the emails. It'… (View Post)
it would be nice if we could only assign ourselves to the contacts on which we're the "owner" since i don't really need to see notifications for all clients in the firm, only mine. Also whe… (View Post)