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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From @Nick If there is an existing task associated with this client, it would be nice to include the email in that task. For instance, we create 2019 1040 tasks associated with all of our clients, on… (View Post)
Also, you can now get to the contact edit view from the drop-down arrow by the contacts name. (Image) (View Post)
@JohnThrives If you think this is a good idea, please click on the ^ in the box above (below the zero). Ideas will be submitted based upon the number of votes. (View Post)
@APEXHOSPITALITY Thank you for the question. I checked with our engineering team tasked with files. Their response: "That’s really good feedback. It sounds like they are expecting it to work mor… (View Post)