Heads Up! If you see features in this video that aren’t in your account, this video may be what you're looking for instead.
Let's take a quick look at how to add a new client on the Client & Contact structure.
Add a Client
You can quickly add a client from the global plus button.
You will notice on the left side of this pop-up window is a navigation bar allowing you to easily move through all the different sections.
Start by selecting if this is an Individual client or a business client.
Add Client Info
Name your client. It is best practice to choose a naming convention that works for your firm. One example could be last name, comma first name (or names).
One thing to note is every client name in Canopy does need to be unique so if you have two Tom Smiths you will want to ensure you include something like a middle initial to differentiate. ex. Smith, Tom E. or Smith, Tom & Suzy
You can check the box labeled "Add a different client-facing name" to use a different name on the client-facing items.
Below you can assign the client owner, add an external ID, filing status, source, client since date and status
Add Contacts
Each client needs to have at least one contact added to the account. This will be the primary contact and therefore the person you primarily contact!
Add an existing contact using the dropdown, or create a new one.
When you create a new contact you will add their name, an email, and any relevant contact information. Once you have added them you can select the contact type from the drop-down menu.
Keep in mind one of the contacts listed on the account must be a Primary contact.
You can continue to add as many contacts as needed for each client.
Add Custom Fields, Roles, and Tags
The last three sections are all customizable to meet your firm’s needs.
You can add any custom fields which are great for adding specific details to your client record.
Roles allow you to assign your team members to client records.
Tags help you to quickly label and organize your clients.
You can manage all your custom fields, roles, and tags from your settings menu.
Save Client
When you are done adding your client details click Save Client or Save and Manage at the top.
Learn more about adding clients here.