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.
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Monthly tasks with the same name are now very easy to identify with our Task Name Variables release!

Our team released Client Record templates that significantly reduce time when importing contacts into Canopy.

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 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.

We released the ability to use Siri to call, text, and email clients in the Canopy app!

Customers can now create and customize Answers, Liveboards, and filters with Canopy's integration with ThoughtSpot.

Our team released work for additional notifications and information that makes ACH returns clearer for customers on our new payments facilitator.