Knowledge Base
WEBINARS
CLIENT PORTAL HELP
LOG IN
Canopy
Client Management & Client Portal
Client List
Client List
Follow
New articles
New articles and comments
Navigate the Client List
Import Contacts to Canopy
Use Contact Import Templates
Resolve Duplicate and Unmatched Clients
Search for Clients
Filter the Client List
Manage Filter Views on the Client List
Create a Saved Filter View on the Client List
Export Client Lists From Canopy