Client List 2.0
- Opt-In to and Opt-Out of Client List 2.0
- Navigate the Client List
- Canopy 101 - Add a Client
- Add a Client
- Search for Clients
- Get to Know the Client Record
- Use Bulk Tasks
- Send Bulk Emails
- View Bulk Email History
- Send Bulk Tax Organizers
- Filter the Client List
- Create a Saved Filter View on the Client List
- Manage Filter Views on the Client List
- Export Client Lists From Canopy
- Link a Connection to a Client
- Mark Connections as Inactive
- Archive Clients
- Restore Archived Clients
- Delete Clients
- Import Clients to Canopy
- Resolve Duplicate and Unmatched Clients
- FAQ | Clients