The following release notes are up to date as of August 11th, 2023.
Workflow
Roles in Workflow (Pro Tier)
This release gives customers a way to assign Client Roles to Tasks, Subtasks, Client Requests, and Templates instead of a specific team member! Learn more about Teams & Roles here.
Task Name Variables
Monthly tasks with the same name are now very easy to identify with our Task Name Variables release!
Client Management
Client Record Templates (Pro Tier only)
Our team released Client Record templates that significantly reduce time when importing contacts into Canopy.
Time & Billing
Bulk Edit Time Entries
We released an update that allows users to select multiple billed time entries and edit clients related to the invoice or the associated service items in bulk!
Mobile
Team & Roles on iOS/Android
Mobile now supports the new teams and roles functionality on tasks! Customers can assign tasks to roles, teams that are part of those roles, and individuals.
Siri Support
We released the ability to use Siri to call, text, and email clients in the Canopy app!
Integrations
Insights Beta (Pro Tier)
Customers can now create and customize Answers, Liveboards, and filters with Canopy's integration with ThoughtSpot.
🪲 Other Releases/Bug Fixes
Time & Billing
Improved Management of ACH Returns
Our team released work for additional notifications and information that makes ACH returns clearer for customers on our new payments facilitator.