Client & Contact Structure
Learn about Canopy's Client & Contact Structure with features like Client Groups, Engagements, Client Portals, and Group Billing.
66 articles
Client & Contact Structure Update Guides
Learn how to migrate your clients and contacts to the new client and contact structure
- Client & Contact Update Quickstart GuideA quick start guide to highlight the basics of the Update process
- Client & Contact Settings: Linked Clients Settings
- How-to Video: Client Name Settings (Client & Contact Structure Update)
- How-to Video: Client Facing Name Settings (Client & Contact Update)
- Understanding the Client & Contact Structure
- Client & Contact Update FAQ
- How Do I Download My CRM Client Lists After Migration?
Client Management
Learn how to set up clients and use the client list
- Set Up ClientsLearn how to add new clients, import a client list, and mange the client record6 articles
- Client PortalLean how to manage the client portal and send portal invites3 articles
- Contacts and GroupsLearn how to use and manage contacts and groups7 articles
- Client RequestsManage Client Requests2 articles
- Email & CalendarLearn how to set up and manage your email and calendar integration2 articles
Canopy Mobile App
Learn how to use the Canopy Mobile App
- Account Setup and Settings on MobileLogin, Switch Accounts, and Adjust Settings on Mobile2 articles
- Manage Clients and Contacts on MobileAdd Clients and Contacts and Send Portal Invites on Mobile7 articles
- Workflow on MobileManage Tasks and the Task List on Mobile5 articles
- Document Management on MobileManage files on the Canopy Mobile App1 article
- Time & Billing on MobileManage Time & Billing on Mobile3 articles