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4.1 Chat with Team Members

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In this lesson:

In Canopy, there are two areas to work with team members: Comments and Client Notes. These areas help your firm to not have so much back and forth with no context to understand the topic.

In this lesson, let's go over how to use Comments.

Using Comments

Comments in Canopy is a space where you and your team members can communicate.

For example, when viewing an email, instead of forwarding it to a colleague to ask a question or even having back-and-forth emails with a client, you can simply start a conversation with a colleague.

You can access Comments:

In the Email Inbox

In a File Preview

In a Task Workspace

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In a Notice

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Let's see it in action in an Email.

When viewing an email (you need to click on the email first), if you need to ask a colleague a question or a request, click on the comment box on the right and a side menu flies out.

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Things you can do within Comments:

There are numerous tools you can use with Comments:

  • @Mention a Colleague: This adds them to a comment thread and notifies them about a message.
  • Reactions: Mark a comment as urgent, complete, or unread; like a comment.
  • Set Reminders: Choose from pre-populated intervals or create a custom time to be reminded.
  • Jump to a Date: Easily jump to any date within the comment thread; useful when the thread is long.
  • Attachments: Attach a file or image.
  • Set permissions: Control who can view, create, reply to, react to, and edit comments as well as you can remove team members from comment threads.

You can "@mention" or tag a colleague to begin a conversation. They receive a notification as a banner, badge, or email.

Tagging team members gets their attention and adds them to threads.

Canopy Tip:  If you get this pop-up in a comment thread, this means the @mentioned team member does not have access to the client or a task. They can still see the comment thread without being assigned the client record.

Accessing the Comments Inbox

Once a conversation has been started, you can manage them from the Comments Inbox. When there are several conversations based on different emails and clients, using the Comment Inbox is the easiest way to access those conversations.

To find the Comments Inbox:

  1. Click on Inbox (under the Global + button)
  2. Select the Comments tab.

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Let's now go through each element of the Comments Inbox so you have a better grasp on what you can do. Use the numbers on the screenshot below to see the description.

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  1. Search Comments - Enter keywords or phrases to find exactly what you are looking for.
  2. Sort - Sort the Comments Inbox from oldest to newest and vice versa.
  3. Filter - Filter the Comments Inbox by Start Date, End Date, Contact, Team Member, and Email Account. Save and Reset filters from this feature as well.
  4. Profile Name and Picture - See the profile name and picture of the team member who most recently responded to a thread.
  5. Date - This shows the date of the most recent activity in the thread.
  6. Snippet - View a part of the last comment posted on a thread.
  7. Client - See the client associated with the Comment thread.
  8. Origin - Based on the icons and titles, you'll be able to see if the thread is in a Task, File, or Email.

 

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