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Settings and activity

10 results found

  1. secure messaging within Canopy App

    2 votes

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    1 comment  ·  Insights » Enhancements  ·  Admin →
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    Tina Worrell commented  · 

    There is a a workaround on this that we deployed... We add a client request on every client that says "CHAT- ABC Company with your XYZ CPA Team" we set the due date to 12/31/2030 with no reminders and record the following message on each request: "Please use this client request to communicate with your XYZ CPA Team. Do not mark this request as "Complete" as it will serve as our ongoing chat line."

    It works perfectly.

  2. Text reminders and requests

    2 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Tina Worrell supported this idea  · 

  3. Bulk Email Embedded Image Capability

    3 votes

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    Tina Worrell supported this idea  · 

  4. Not On Recurring Payment Report

    7 votes

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    0 comments  ·  Insights » New Report Requests  ·  Admin →
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    Tina Worrell supported this idea  · 

  5. Auto create tasks when client profile is created

    4 votes

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    0 comments  ·  Insights » Enhancements  ·  Admin →
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    Tina Worrell supported this idea  · 

  6. Notes

    7 votes

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    Tina Worrell supported this idea  · 

  7. Invoicing Should Once Again Allow for Negative Amounts

    6 votes

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    Tina Worrell supported this idea  · 

  8. Expense Note as the Description Line in Invoice

    12 votes

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    1 comment  ·  Insights » Enhancements  ·  Admin →
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  9. Recurring Secure Upload Links (automated)

    15 votes

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    1 comment  ·  Insights » Enhancements  ·  Admin →
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    Tina Worrell supported this idea  · 

  10. YTD Revenue Should Include Clients Marked "Inactive"

    16 votes

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    2 comments  ·  Insights » Enhancements  ·  Admin →
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    Tina Worrell supported this idea  ·