1.31.0
2023-10-12
Architecture updates to support upcoming CRM features. We fixed some bugs along the way as well.
1.30.2
2023-09-01
Bug fixes and optimizations.
1.29.2
2023-07-31
Canopy Payments updates. A few bugs were squashed along the way.
1.29.0
2023-07-11
We have completed support for Teams and Roles throughout the app -- on clients and tasks, subtasks and requests. We also fixed a small issue with fillable PDF fields.
1.28.1
2023-06-21
Some customers have been experiencing issues loading the task list. This release fixes those issues so tasks can again be viewed from the global task list. Thanks for your patience as we sorted this out. It was a tricky one. If tasks still don't load, please contact support@getcanopy.com for assistance.
1.28.0
2023-06-12
You can now manage team/role assignments on the client record. And, when accepting client payments, we added the "Other" category when payments are received via other methods (e.g. Venmo, Paypal, etc.). You may also notice that the "Dashboard" button is just "Tasks" to reflect what they really are (and a little hint of what will be coming). A few bugs were squashed along the way.
1.27.0
2023-05-17
Managing tasks on-the-go is an important part of your day. We have updated those forms to be cleaner and more functional – including support for new recurring task options. Other bug fixes and optimizations were also added.
1.26.0
2023-04-24
Client payments can now be made on-the-go! If your firm uses Canopy Payments, you can process stored credit cards against outstanding client invoices, or apply manual cash or check payments (all time and billing customers). As always, we squashed a few bugs along the way.
1.25.0
2023-04-05
Viewing invoices just got a huge makeover! Gone is the pinch/zoom experience and in its place, a new, clean invoice view that will set the stage for more great features that are coming soon to mobile! As always, we fixed a few bugs along the way too.
1.24.3
2023-02-15
Updates to linking structure for an upcoming web release.
1.19.0
2022-07-21
Viewing files is the most used feature in our apps. Documents are often the source of truth. Because of this, we're bringing file viewing functionality from the web to the apps, creating standardization and flexibility. This will also lay the groundwork for upcoming document collaboration features. We also fixed a few bugs along the way.
1.18.0
2022-06-13
Hot off the updates to the client task list, we're excited to release the all-new mobile task dashboard. You will enjoy a more intuitive and clean look to better understand and manage your work. We also fixed a few bugs along the way.
1.17.0
2022-05-09
Managing your tasks on-the-go just got easier. You will now clearly see the current status and priority of each task in the client task list. In addition, you'll see profile pictures for assignees. All of these changes will allow you to better see and understand each task at-a-glance, giving you the information you need FASTER. Look for similar updates to the task dashboard in a subsequent release. We fixed a few bugs along the way.
1.16.1
2022-04-09
Fixed a bug with calculated dates that could appear in task filter groups.
1.15.1
2022-02-26
Updates to PDF viewing and a few small bug fixes.
1.14.3
2022-01-20
Cleaned up the fillable PDF experience when viewing documents within folders, cleaned up authentication and tackled a few other minor bugs.
1.14.1
2022-01-13
Fillable PDF documents can now be viewed and edited throughout the app. In addition, we optimized the task dashboard further as well as made improvements to push notifications. A few bugs were also fixed along the way.
1.13.0
2021-10-07
Our first version of task dashboards is now available! Now, you can easily see all tasks assigned to you on-the-go, right from the app. In addition, you can create tasks or client requests from the dashboard instead of navigating to the client record. You can even create tasks for yourself.
Of course, your task filters on the web will be available to quickly see tasks that matter to you. And, we fixed a few bugs along the way.
As part of this release, we are targeting iOS 13+, so some older devices will no longer be supported. This change offers increased security and improved functionality. Older devices will still be able to use the prior versions of the app.
1.12.5
2021-07-30
Fixes some bugs related to push notifications.
1.9.2
2020-10-07
Bug fixes with date picker and other optimizations.
1.8.0
2020-08-06
Now you can add or edit client tasks on-the-go. Simply tap the add icon to create a new task, or navigate to a task to create a subtask. It's a simple and straightforward to keep you organized while you're away from your desk. And, of course we have also squashed a few bugs along the way.
1.6.1
2020-05-10
Canopy has a new logo mark, so the app has been updated with a new icon, colors and fonts. You'll notice a universal add button on the client record to create a file or note from anywhere. We have also fixed a few bugs along the way.
1.4.3
2020-03-20
You can now pull to refresh the contact details and connections. Also, we did a few bug fixes and enhancements to make the app even better.
1.4.2
2020-03-02
We've fixed some bugs and optimized some screens for a cleaner experience.
1.4.0
2020-02-13
We've added document scanning to easily create multi-page PDF documents by using your camera. And, we squashed a few bugs along the way.
1.3.4
2020-01-28
Bug fixes and optimizations.
1.3.3
2019-12-19
Bug fixes and optimizations.
1.3.2
2019-10-02
Bug fixes and optimizations.
1.3.1
2019-09-30
We added virus scanning for all newly-added files and fixed a number of bugs.
1.3.0
2019-08-09
Client Portal Invites: Clients can now be invited to the Client Portal from Canopy's mobile app. Additionally, you can opt to share files with them.
Recent Contacts: The 10 most recent contacts now display on the search screen for easy access.
Optimizations: Refreshing the client list is faster and more robust for large contact lists.
1.2.4
2019-07-25
Bug fixes and optimizations.
1.2.3
2019-07-24
You can now view and edit custom fields that have been added to your contacts. Additionally, the app now supports Caller ID function to know when your clients call or text. Instructions are provided to enable it. We also fixed a few bugs.
1.2.2
2019-07-03
Bug fixes and optimizations.
1.2.1
2019-06-27
Bug fixes and optimizations.
1.2.0
2019-06-14
ADD PHOTOS AND FILES
Use your camera to take a photo of a document. Alternatively, add files or photos from your device.
IMPORT FILES FROM OTHER APPS
Share a file to Canopy from any other app (text messages, email, file storage, etc.).
MANAGE FILES AND FOLDERS
Create folders, re-name folders or files, and organize files in the app.
1.1.1
2019-05-08
New landscape document view, improved contact list retrieval and filtering as well as a few bug fixes and optimizations.
1.1.0
2019-04-29
This release adds Client Notes and several bug fixes and optimizations.