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Add & Edit a Contact

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Create and Edit Contacts
  • Licenses: Client Management

You can add a contact at any time by using the global + button in the global navigation bar. After adding a contact, this creates a client record in Canopy. You can make edits any time after you've added a contact.

Add a Contact

1. To get started, click the Global Add Button in Canopy.

2. Click Add Contact.

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3. Indicate whether this new contact is an Individual or a Business.

Some contact fields differ after selecting Business.

Warning: Once a contact is created, it cannot be switched from one entity to the other.  You need to create a new contact under the correct entity.

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4. Enter your client's Name.

Required fields are indicated by an asterisk (*).

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5. Enter a Display Name for your client.

  • Display names are meant to help you in the event that your client uses a different name than their legal name.
  • At the moment, display names are only searchable on the global navigation bar, and in the global inbox. 
  • Currently, the Display Name does not appear on your client's portal.

6. Select the applicable contact Type.

If needed, enter a Client Since date.

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7. Indicate whether the contact is an Active contact.

For more information about Active and Inactive contacts, refer to the Marking connections as inactive contacts article.

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8. If needed, enter your client's contact information.

  • Some of the available information fields:
    • Email address
    • Phone number
    • Address
  • If needed, click Add [phone number, email, or address] to add additional contact information.

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9. If needed, add your client's personal information.

  • Available information fields:
    • Birth date
    • Occupation
    • Employer
    • Contact Owner
    • SourceContact ID
  • Options will vary for Business contacts.

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10. If needed, enter any Additional Information or add any Tags to the client.

For more information, refer to the Custom Fields or Tags articles.

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11. Click Create and manage to navigate to the Client Record.

Click Create and close to save your contact and resume other work in Canopy.

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Edit a Contact

You can edit a contact's information at any time by navigating to their client record in Canopy.

1. To get started, click Contacts on the global navigation bar.

2. Input a search for the desired client.

3. Select the client from the search results.

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4. Click on the Pencil icon located in the Contact Info box.

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5. Edit any applicable information.

6. Click Update to save your changes.

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