2024-04-17 - Focusing On Stability
Focusing On Stability
We are happy to announce that in this sprint, we focused on stability and addressed several bug fixes to improve the overall user experience. While we have included a few feature highlights, our primary focus has been on resolving the issues reported by our users. We believe these improvements will make our platform more reliable and user-friendly.
Update the show due date on invoices setting for all customers
The Invoice Due Date Visibility on this page: https://secure.copilotcrm.com/settings/invoice-estimate-preferences was updated to use a 3 option system for showing invoices.
Hide due date for no customers
Show due date for all customers
Use the customer-specific settings specified in the customer profile
This now gives you the ability to control this setting globally.
Stamp counter on the invoice and estimate pages
This is a simple counter that we added to the UI informing you how many stamps you have remaining so that invoices and estimates can be sent via USPS. Note: this will only show if your Copilot account has purchased stamps in the past.
Increased server capacity
We have significantly increased the server's capacity to handle load during peak work hours. This will result in fewer slowdowns, faster load times, and great reliability.
Bug Fixes
Ticket Key | Summary | Resolved |
|---|---|---|
CO-1216 | Unarchive button missing on Estimates page | 4/12/2024 5:30:24 |
CO-1075 | Notification icon wont go away | 4/11/2024 22:35:07 |
CO-1051 | Phone Number Searchable in Global Search Bar | 4/12/2024 7:14:02 |
CO-985 | M.RATE, T.B.COST and MARGIN are appearing in an estimate when checked via client portal | 4/12/2024 11:54:07 |
CO-890 | Cannot delete bulk visits on the calendar view | 4/12/2024 7:03:56 |
CO-700 | Auto-Charge is Charging Twice | 4/5/2024 7:15:09 |
CO-559 | Clicking payment number from my day page results in fatal error | 4/9/2024 22:55:27 |
CO-269 | My Day Automations in Review Not Working | 4/12/2024 8:07:15 |
CO-257 | & symbol cannot be searched on the global search bar | 4/12/2024 7:14:00 |
CO-239 | Work Request form is creating duplicate properties | 4/9/2024 9:04:11 |
CO-229 | Notifications date filter not working correctly | 4/8/2024 11:54:44 |
CO-80 | No payment notification | 4/10/2024 0:38:55 |
CO-79 | Processing Fees on Invoices aren't lining up to 2.9% + $0.30 per transaction. | 4/12/2024 7:09:45 |
CO-77 | [Augusta Franchise] Autocharge does not account for apply credit settings | 4/9/2024 22:55:30 |
CO-75 | Auto charge did not work, possible issue with auto-sending causing this | 4/2/2024 22:33:52 |
CO-73 | Invoice Payments not Lining Up | 4/2/2024 10:03:26 |
CO-67 | Issue with submitting a credit card via the client portal | 4/10/2024 10:09:56 |
CO-30 | Symbols Not Formatting Correctly | 4/8/2024 16:33:53 |
CO-28 | Sales Tax Not being added to estimates | 4/4/2024 6:25:18 |
CO-21 | Estimates Re-Sent After Being Declined | 4/5/2024 9:56:52 |
CO-11 | Customer PastDue Alert not showing in in calendar view | 4/12/2024 0:24:54 |
CO-9 | Completing a multi-day visit does not generate an invoice | 4/8/2024 11:46:58 |