What's in this Article
- Roles: Any
- Permissions: Any
- Licenses: Client Management
Once you've opted-in to the Client List 2.0 experience, there are tons of improvements, like infinite scroll and custom filter views.
Add a new client to Canopy by clicking Add client.
Manage Clients Within the Client List
Right-click on a client line to Edit client, Manage assignments, Assign client owner, or Archive client.
Now search for clients in an easier way. Possible results populate as you type within the search bar.
With multiple clients selected in the Client List, send Bulk Tasks, Bulk Emails, Bulk Client Requests, Bulk Tax Organizers, and even Add folder templates.
And the bulk actions continue! Bulk copy files, Manage assignments, Assign client owner, Tags, Make inactive, and Archive.
Similar to the process in the Tasks List, you can create custom filters to keep your Client List organized.
The feature we've all been waiting for... Export custom-filtered client lists in one click.
The Client List 2.0 Experience allows users to choose how many contacts to view on each page, or even show all contacts on one page.
Choose which columns to make visible in each Client List from the many attributes of Client, Firm, Business, and Custom Fields.
Preset filter views can be duplicated. Any filter you create will have the options to Rename, Share list, Hide filter view, Duplicate, and Delete. This is also where you can reorder the listed filtered views.
More Options Menu
This area also has the option to sort the list by First Name, Last Name or Last Name, First Name.