Settings and activity

6 results found

1. Additional features for E-Signing

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   0 comments  ·  Insights » Enhancements  ·  Edit…  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Teresa Hill shared this idea  ·  Dec 12, 2024

2. Notes

   7 votes

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   0 comments  ·  Insights » Enhancements  ·  Delete…  ·  Admin →
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   Teresa Hill supported this idea  ·  Dec 12, 2024

3. Invoicing Should Once Again Allow for Negative Amounts

   6 votes

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   0 comments  ·  Insights » Enhancements  ·  Delete…  ·  Admin →
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   Teresa Hill supported this idea  ·  Dec 12, 2024

4. Automated Emails sent "from" Canopy?

   8 votes

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   0 comments  ·  Insights » Enhancements  ·  Delete…  ·  Admin →
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   Teresa Hill supported this idea  ·  Dec 12, 2024

5. YTD Revenue Should Include Clients Marked "Inactive"

   16 votes

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   2 comments  ·  Insights » Enhancements  ·  Delete…  ·  Admin →
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   Teresa Hill supported this idea  ·  Dec 12, 2024

6. Recurring Secure Upload Links (automated)

   15 votes

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   1 comment  ·  Insights » Enhancements  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Teresa Hill supported this idea  ·  Dec 12, 2024