Link a Connection to a Client

What's in this Article

• Link a Spouse's Information
• Link Dependents
• Link Important Clients

Linking connections to a primary client helps you easily find and view spouses, dependents, and important clients. You can add spouse, dependent, and important client information to an Individual primary client.

You can also mark connections as Inactive to hide them from the client list and not count towards your client limit. To learn how to mark connections as inactive, visit the Mark Connections as Inactive article.

Please Note: There are three different client types that you can link to a client's record:

• Spouse

• Dependents

• Important Clients

Access to these linked clients depends if your client is an individual or a business:

Individuals: Spouse, Dependents, and Important Clients

Businesses: Only Important Clients

Link a Spouse's Information

Best Practice for Spouses: The best way to keep spouses organized in Canopy is to:

1. Add each person as an individual client
2. Mark the secondary spouse as inactive 
3. Link them to the primary client's record

Linking the secondary spouse allows you to still communicate with both parties without the inactive spouse counting toward your client limit!

1. Click Clients and Client List in the nav bar.

2. Search for the primary client. 

• You can also type a client's name into the search box to quickly navigate to their profile.
• The primary client is the client you want to add a connection to. The primary client should not be inactive.

• The Client Record will load.

3. To add a spouse, click on the plus icon in line with the Spouse box on the left side of the record. 

4. Input the name of the spouse.

• If the spouse is not already listed as a client in Canopy, click Create New Client after entering their name.
• To learn more, read the Add a Client article.

5. Select the spouse and click Save.

You can only add one spouse at one time as a connection.

Link Dependents

1. Click Clients on the left-side navigation bar.

2. Click on Client list and search for the primary client. 

• You can also enter a client's name into the search box to quickly navigate to their profile.
• The primary client is the client you want to add a connection to. The primary client should not be inactive.
• The Client's Profile will load.

3. To add a dependent, click on the plus icon in line with the Dependents box on the left side. 

4. Input the name of the dependent.

• If the spouse is not already listed as a client in Canopy, click Create New Client after entering their name.
• To learn more, read the Add a Client article.

5. Select the dependent and click Save.

Link Important Clients

Along with spouses and dependents, you can add other important clients to a primary client. You would typically do this when handling business accounts.

1. Click Clients in the left-side navigation bar.

2. Click on Client List and search for the primary client. 

• You can also enter a client's name in the search box to quickly navigate to their profile.
• The primary client is the client you want to add a connection to. The primary client should not be inactive.
• The Client's Profile will load.

3. To add an important client, click on the plus icon in line with the Important clients box on the left side. 

4. Input the name of the important client.

• If the spouse is not already listed as a client in Canopy, click Create New Client after entering their name.
• To learn more, read the Add a Client article.

5. Select the important client and click Save.