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.
John_Damous · Transforming problems into 3D solutions · ✭✭✭✭
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Re: Ability for Users to Customize the Tiles and Content on the Contact Screen Including Custom Fieldsi would add to you sugg. to be able to choose which custom fields to show be showed or hidden (View Post)
@"jeffrey.mcneal" @JohnThrives Awesome, that's what we have requested. and thanks for the recent status update. But, it may run into a problem, if 2 CPA's will have a shared client and have… (View Post)
When i want to upload a file to the canopy, there is no option to drag and drop (browse) a single file when using the canopy desktop assistance to upload to the canopy. Is sounds like a software from… (View Post)
I would like to suggest to add the possibility to communicate with the client while working on the task window. How about adding a feature to allow client to see the note on task? Or a feature to sen… (View Post)
Please add an option to add a client request into the Task template. Some tasks always need a client request, so why shouldn't we be able to add the client request into the task template, same as we … (View Post)