The Contact List is an organized, filterable directory that gives you a glance at clients or accounts, all in one place. First, let's find the Contact List.

Now, let's review the features found in the Contact List.

Add a new client to Canopy by clicking Add contact.

Right-click on a client line to Edit contact, Resend portal invite, Remove portal access, or Send email.

Now search for clients more easily. Possible results populate as you type within the search bar.

With multiple contacts selected in the Contact List, Bulk Email is available.

Choose how many contacts to view on each page, or even show all contacts on one page.

Choose which column attributes to make visible in each Contact List from the attributes of Contact, and Client Portal.

Preset filter views can be duplicated. Any filter you create will have the options to Rename, Share list, Hide filter view, Duplicate, and Delete. This is also where you can reorder the listed filtered views.

Export filtered lists, Import contacts, and the option to change viewing the contact name column by First Name, Last name or Last Name, First Name.