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.

Edit a Client

You can edit client information anytime by navigating to their client in Canopy. To get started, click Clients on the global navigation bar or search for the client in the client list.

1. Input a search for the desired client.

2. Select the client from the search results.

3. Click on the Pencil icon located in the Client Info box.

4. Edit any applicable information.

5. Click Save Client to save your changes.

Mark a Client as Inactive

Once you add a client, you can edit it and mark it as inactive. Some firms will mark clients as inactive if there is no active work being done for them. This helps if you're cutting it close to your client limit on your account (you can see client count limitations under Settings > Account Management)!

A Note on Inactive Client Permissions:

Please note that some features listed are only available for Tax Resolution licenses.
Inactive clients do not count toward your account billing.
Inactive clients do not have access to the client portal.
You can only create Notes, Calendar events, Resolution Cases, Notices, Transcripts, and Emails for Inactive clients.
Only the Home, Notes, Communication, and Resolution Cases tabs are visible on an inactive client's profile.
You can filter Inactive clients from the client's list.
You can add spouses to the primary client's client portal.

1. First, navigate to Clients and Client List.

2. Right-click on the client you want to edit and select Edit client.

The Edit Client window will pop up for you.

3. From the Edit Client window, find the Active switch and toggle it off.

If the Active toggle is grey, it will mark the client as Inactive and will not count toward your limit.
If the Active toggle is green, it will mark the client as Active and will count toward your limit.

4. After switching off the toggle, select Save client.

The window automatically closes after saving. You won't see the client anymore, but you can easily access inactive clients by following these next steps.

5. Select the three stacked dots on the top right of the Client List.

6. Click Inactive clients to bring up the Inactive client list.

7. Make a client active again by repeating the above Steps 2-4.

Archive a Client

1. Select Clients from the global navigation bar.

2. Choose Client List on the secondary navigation menu.

3. Select each client you want to archive by clicking the in-line checkbox.

4. Click on the Options menu in the top right.

5. Select Archive.

Delete a Client

1. Navigate to the Client List in Canopy and click on the three stacked dots in the top right.

2. Select Archived clients from the menu.

3. Right-click and select Delete client on each client you want to permanently delete from Canopy.

You can also use the provided search box in the top right to search for a specific client.

Deleting a Client is Permanent: Once you delete a client from Canopy, it cannot be restored. Please be certain that you want to delete the client.

4. Click the back arrow to return to the Client List.

Delete a Client from a Client Record

1. Select Clients from the global navigation bar.

2. Type the client name in the Search clients field and select their name.

3. Click the three stacked dots in the top right and choose Delete.

4. Review the information in the warning popup and select Delete client.

View Deleted Clients

1. Select your profile picture/initials and click on Activity Log.

2. Select the dropdown arrow on the Action taken column and apply the Deleted filter.

3. View information for Deleted clients.

Information includes:

Action taken (Deleted)
Action taken by (Team member)
Date
Client

Note: Keep in mind that you cannot view deleted clients' records. View a summary of a deletion in the Activity Log to have more visibility on who deleted a client and when.

Restore an Archived Client

Sometimes, clients may be mistakenly archived and stop showing on your list. Also, some users may want to archive and unarchive clients according to certain schedules. Clients can be easily restored to the client list anytime in Canopy.