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Let's take a look at the contact list and how to add a contact in the client and contact structure.
How Do I Use the Contact List in Canopy?
The Contact List allows you to view, manage, and organize all contacts across your firm in one centralized location.
Why This Matters
Contacts are often shared across multiple clients (e.g., spouses, business partners, administrative contacts). Managing them from one list helps you:
Quickly see which clients a contact is tied to
Keep contact information up to date
Maintain clean client records across your firm
Table of Contents
View and Customize the Contact List
The Contact List is structured similarly to the Client List, making it easy to navigate.
To access and manage your Contact List:
Navigate to Clients > Contact List.
Review contact details displayed across the row.
View the Assigned Clients column to see which clients the contact is associated with.
Click on a client name to open that client record in a new tab.
To customize visible columns:
Click the three-line (column settings) icon.
Select or deselect attributes you want displayed.
Apply your changes.
To filter or sort contacts:
Locate the column you want to filter (for example, Last Name).
Click the arrow icon in that column header.
Choose to sort alphabetically or apply a condition.
Click Apply.
Your list will update based on the selected filter or sort.
Add a Contact
To create a new contact:
Click Add Contact at the top of the Contact List.
Enter the contact’s name.
Fill in their contact details.
Add one or more email addresses.
Click the star icon next to the primary email address.
(Optional) Assign the contact to one or more clients at the bottom of the form.
Click Save.
The contact will now appear:
In your Contact List
On any associated client records
Tip: Assigning contacts at creation helps keep client records complete and avoids duplicate entries later.
Edit a Contact
To update an existing contact:
Locate the contact in the Contact List.
Right-click on the contact’s name.
Select the option to view or edit.
Make the necessary changes.
Click Save.
Keep contact details current to ensure portal access, email communications, and notifications function correctly.
View Contacts from the Client Record
You can also review contact details directly from a client’s record.
Navigate to Clients > Client List.
Select a client.
Locate the Contacts section within the client record.
Expand a contact to view:
Contact details
Portal invitation status
Login activity (if applicable)
This is helpful when verifying whether a spouse, partner, or bookkeeper has portal access.
Summary
The Contact List gives your firm a centralized way to manage shared contacts across multiple clients. You can:
Customize and filter contact data
Add and assign contacts
Edit details as needed
Verify portal status from client records
Keeping contacts organized helps ensure accurate communication and clean client relationships across your firm.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.