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Link a Connection to a Client

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Client access
  • Licenses: Client Management
Linking connections to a primary client helps you easily find and view spouses, dependents, and important contacts. You can add spouse, dependent, and important contact information to an Individual primary client.
You can also mark connections as Inactive to hide them from the client list and not count towards your contact limit. To learn how to mark connections as inactive, visit the Mark Connections as Inactive article.

Please Note: There are three different contact types that you can link to a client's record:

  • Spouse

  • Dependents

  • Important Contacts

Access to these linked contacts depends if your client is an individual or a business:

Individuals: Spouse, Dependents, and Important Contacts

Businesses: Only Important Contacts

Link a Spouse's Information

Best Practice for Spouses: The best way to keep spouses organized in Canopy is to:

  1. Add each person as an individual client
  2. Mark the secondary spouse as inactive 
  3. Link them to the primary client's record

Linking the secondary spouse allows you to still communicate with both parties without the inactive spouse counting toward your contact limit!

1. Click Clients and Client List in the nav bar.

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2. Search for the primary client. 

  • You can also type a client's name into the search box to quickly navigate to their profile.
  • The primary contact is the contact you wish to add a connection to. The primary contact should not be an inactive contact.

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  • The Client Record will load.

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3. To add a spouse, click on the plus icon in line with the Spouse box on the left side of the record. 

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4. Input the name of the spouse.

  • If the spouse is not already listed as a client in Canopy, click Create New Client after entering their name.
  • To learn more, read the Add a Client article.

5. Select the spouse and click Save.

You can only add one spouse at one time as a connection.

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Link Dependents

1. Click Clients on the left-side navigation bar.

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2. Click on Client list and search for the primary contact. 

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  • You can also enter a client's name into the search box to quickly navigate to their profile.
  • The primary contact is the client you wish to add a connection to. The primary contact should not be an inactive contact.
  • The Client's Profile will load.

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3. To add a dependent, click on the plus icon in line with the Dependents box on the left side. 

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4. Input the name of the dependent.

  • If the spouse is not already listed as a client in Canopy, click Create New Client after entering their name.
  • To learn more, read the Add a Client article.

    5. Select the dependent and click Save.

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    Link Important Contacts

    Along with spouses and dependents, you can add other important contacts to a primary contact. You would typically do this when handling business accounts.

    1. Click Contacts in the left-side navigation bar.

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    2. Click on Client list and search for the primary contact. 

    • You can also enter a client's name in the search box to quickly navigate to their profile.
    • The primary contact is the contact you wish to add a connection to. The primary contact should not be an inactive contact.
    • The Client's Profile will load.

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    3. To add an important contact, click on the plus icon in line with the Important contacts box on the left side. 

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    4. Input the name of the important contact.

    • If the spouse is not already listed as a client in Canopy, click Create New Client after entering their name.
    • To learn more, read the Add a Client article.

      5. Select the important contact and click Save.

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