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 and contacts from Canopy Mobile, be sure you have logged into your Canopy account with a 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.
Add an Existing Contact
Note: Only existing contacts that have been added on the web can be added or removed for this initial release. You won’t be able to edit a contact yet either. These features are to come in the next release!
1. Navigate to a client record.
2. Tap the plus sign on the bottom right.
3. Choose an existing contact from the dropdown list of the Select contact field.
You can also search for a contact in the dropdown list.
4. Tap an option that best describes the contact type:
Primary contact
Spouse
Dependent
Other
5. Enter a Contact description.
6. Tap Done to finish adding a contact.
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.
Invite a Contact to the Client Portal
Invite contacts to the Client Portal from the record on the mobile app. Keep in mind that an invite can only be sent if an email address is provided for the contact.
1. Navigate to the Client Record and tap the Contacts tab.
2. Select a Contact.
3. Tap Invite to client portal.
An email is then sent to the address listed for the contact.
Note: You can also call, text, and email from this area of the client record. Removing a contact is also an option so long as they aren't the primary contact on the account!
