In this lesson:
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Introducing the Client List
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Viewing a Client Record
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Using Client Lists and Records on the Mobile App
"Who are my clients?" - the all-important question. Indeed, without clients, you can't do too much in Canopy. (And we wouldn't be chatting.) The heart of your business is your clients!
Introducing the Client List
To see your client list:
- Click the Clients module in the primary navigation bar.
- In the secondary menu, choose Client List.
The Client List stores your client data, like an Excel spreadsheet:
- Columns display client names and contact information.
- The rows show each unique client record.
The Client Name column is permanently pinned in the left column. Within that column are links to the client records.
- The Client List is a directory of all your clients.
- The Client Record is your hub for all information about a specific client.
At the bottom of the list, you can adjust the number of client records on each page. To see all records, change the option to All. This allows you to scroll continuously through the list.
Searching for a Certain Client
Another way to locate a client is by searching. Use the search bar to find and access a client. By the way, the search is pretty smart - you can search by:
- a client's name
- phone number
- email address
- a location, like State or City
As you begin typing in the search bar, the client list looks for and displays the best matches.
Viewing a Client Record
Click any name under the Client Name column to see a client's record.
A Client record is where you can find all information about a specific client. When you enter a record from the client list, you'll see on the left side:
- a client portal area
- contact and about information
- connections like a spouse or dependents
Each record has tabs organized across the top. When you enter the record from the client list, you started on the Home tab. The Home tab summarizes:
- Current Tasks being worked on
- Recent files assigned
- Notes
- Engagements
- Upcoming Calendar events
Click through the other tabs to see:
- Communication: all email conversations with your client
- Notes: any important information about your client goes here
- Files: store documents and forms here for your client
- Tasks: the services you are providing for your client
- Engagements: review specific activities or forms you are using for the client
- Organizers: gather and organize the information needed to prepare and file their tax returns
- Transcripts: with a CAF number, you are able to pull tax transcripts from the IRS.
- Billing: view invoices, payments, and credits for this client
- Time Entries: displays billable timers towards invoices
Indeed, as you begin adding folders, files, assigning tasks, requests, and organizers - anything related to this client - those populate in their record. Understanding the ins and outs of the record is important!
Navigate Back to the Client List
To return back to the Client List:
- Click Clients in the navigation bar.
- In the second menu, click Client List.
You are back in the Client List, ready to view another record!
Using Client Lists and Records on Mobile App
You can access your client list and records on the Canopy Practitioner App!
Login to your practitioner app. If you need help setting this up, learn how to log in to Canopy Mobile.
Once you login to the app:
- Tap Client
- Scroll with your finder to a client record.
- Tap a Name to view the Client record.
You'll find similar tabs as you find on your desktop. Note that on the mobile device, you'll start on the Details tab, not the Home tab. But it contains the same information.
And with that, we’ll bring our first module to a tidy close. We’re now ready to learn how to add and edit client records.