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.
Note: You must have access to a client to manage it.
To manage your clients from Canopy Mobile, be sure you have paired your Canopy account with your preferred mobile device.
Search Clients
You will be able to search your clients and view details in the Clients tab of the app.
1. Tap the Search clients field in the Clients tab.
2. Type in a search for the client using:
First name
Last name
Email
Address
Phone number
External ID
You'll also notice recent searches populate when you select the search field.
3. Tap a name for more details.
A Note on Adding & Editing Clients on Mobile: Clients cannot be created in the app for this initial product release. You won’t be able to edit a client yet either. These features are to come in the next release!
Get to Know the Client Record on Mobile
The record on your mobile device will appear slightly different than the Client Record in Canopy's web app. You can reach out to your client through phone or email, and view other key details.
1. The Details tab displays key points of information, like:
Client group
Primary contact
Email
Phone
Address
Filing status
Client type
SSN
2. Tap the Options icon in the top, right corner.
Tap Share to send the client's information to someone else.
Tap Archive to remove the client from the client list.
3. Tap the call, text, or email icons to complete those actions.
4. Tap the view icon in line with the SSN field to view the client's social security number.
Tap the icon again to hide the number.
5. Tap Contacts to view important users connected to this client.
6. Tap Notes to view all notes added to the Client Record.
7. Tap Files to view files uploaded for the client.
8. Tap Tasks to manage tasks associated with the client.
9. Tap Billing to view invoices and the client's outstanding balance.
If you have a smaller phone screen, you may need to slide the tabs to the left to show the Billing tab.
