The following release notes are up to date as of August 11th, 2023.
Workflow
Roles in Workflow (Pro Tier)
- This release gives customers a way to assign Client Roles to Tasks, Subtasks, Client Requests, and Templates instead of a specific team member! Learn more about Teams & Roles here.
Task Name Variables
- Monthly tasks with the same name are now very easy to identify with our Task Name Variables release!
Client Management
Client Record Templates (Pro Tier only)
- Our team released Client Record templates that significantly reduce time when importing contacts into Canopy.
Time & Billing
Bulk Edit Time Entries
- We released an update that allows users to select multiple billed time entries and edit clients related to the invoice or the associated service items in bulk!
Mobile
Team & Roles on iOS/Android
- Mobile now supports the new teams and roles functionality on tasks! Customers can assign tasks to roles, teams that are part of those roles, and individuals.
Siri Support
- We released the ability to use Siri to call, text, and email clients in the Canopy app!
Integrations
Insights Beta (Pro Tier)
- Customers can now create and customize Answers, Liveboards, and filters with Canopy's integration with ThoughtSpot.
🪲 Other Releases/Bug Fixes
Time & Billing
Improved Management of ACH Returns
- Our team released work for additional notifications and information that makes ACH returns clearer for customers on our new payments facilitator.