Heads Up! If you see features in this article that aren’t in your account, this article may be what you're looking for instead.
The Client Record is a workspace where you can view all Canopy information about a specific client. You can add files, tasks, notes, resolution cases, and more from here. Additionally, this is where you can edit a client's information.
Note: The options displayed on the Client Record vary depending on what licenses you purchased in Canopy. Your access to any clients depends on admin-assigned permissions.
Navigating the Client Record
To get started, select a client or click Create and Manage from the Add Client window.
Home
Quick view of your client's information, list of contacts, portal invites, and much more.
Canopy Tip: When leaving the Home tab, you'll notice a 'Client info' link to the right of the client's name at the top. This allows you to click and see a slide-out view of the client's info and contacts connected to the client record.
Communications
Displays all emails sent between the firm and your client.
Notes
Displays all important notes you and your team have made regarding this client
Files
Displays all files you have uploaded and assigned to this client's Client Record.
Tasks
Displays both active and completed tasks connected to your client.
Resolution Case
Displays all active cases connected to your client.
Organizer
Displays all active and completed organizers connected to your client.
Transcripts
Displays requested transcript reports connected to your client.
Billing
Displays all invoices, payments, credits, expenses, and statements connected to this client.
Time Entries
Displays all time entries connected to this client.
Assignees
Displays which team members are assigned to the client, either by User, Teams or Roles
Stacked Dot Menu
Option to Add to client group (if they are not associated with a group), Edit, Archive, or Delete
View Contact Details and Linked Clients
When a contact is linked to multiple clients, such as a spouse and a business record, you can easily view all the clients associated with that contact. You can also navigate to any of the related client records directly from within the contact's details in any of the client records.
On the Home tab of the client record, scroll down on the left-hand side to the Contacts section.
Click the contact's name to view their details and linked clients.
A pop-up will appear showing the contact’s information, along with any clients they are assigned to.
You can also click 'Unlink Login' to remove the contact’s portal access.
