What's in this Article
Add a Client From the Navigation Bar
1. Click the Global Add Button in Canopy and select Add Client.
2. Indicate whether this new client is an Individual or a Business.
Some fields differ after selecting Business.
Warning: Once a client is created, it cannot be switched from one entity to the other. You will need to create a new client under the correct entity.
Learn more about Client Record templates here.
3. Enter your client's Name.
Required fields are indicated by an asterisk (*).
4. Enter a Display Name for your client.
- Display names are meant to help you if your client uses a different name than their legal name.
- Display names are searchable on the global navigation bar, the client list, and in the global inbox.
5. Select a client Type.
If needed, enter a Client Since date.
6. Indicate whether the client is Active.
For more information about Active and Inactive clients, refer to the Mark connections as inactive clients article.
7. Enter your client's information.
- Some of the available information fields:
- Email address
- Phone number
- Address
- If needed, click Add [phone number, email, or address] to add additional client information.
8. If needed, add your client's personal information.
- Available information fields:
- Birth date
- Occupation
- Employer
- Client owner
- Source
- External ID
- Options will vary for Business clients.
9. Enter any Additional Information or add any Tags to the client.
For more information, refer to the Custom Fields or Tags articles.
10. Click Create and manage to navigate to the Client Record.
Click Create and close to save your client and resume other work in Canopy.
Add a Client From the Client List
If you are already on the Client List, you can simply click one button to create a client.
1. On the top right, select Add client.
From there, follow the steps listed in the Add a Client From the Nav Bar section of this article.
Edit a Client
You can edit client information anytime by navigating to their client record in Canopy. To get started, click Clients on the global navigation bar or search for the client in the client list.