2024-05-06 - Back-end improvements that increase reliability
Back-end improvements that increase reliability
This release was mostly focused on back-end improvements to the app that greatly increased the reliability of specific functions in the software. These types of updates are typically unsung heroes because they don't show their face value in the UX/UI of the app that is visible to its users; rather, their improvements are behind the scenes. In fact, if you notice most of the updates, that typically means that we didn't do a great job! The areas we focused on improving this sprint include greater payment reliability, increasing server capacity, improving the support team's tooling, and reducing the overall bug count.
If you are interested in seeing all the bug fixes or reviewing the few features we released this week, please feel free to keep reading!
Updates to the Customer CSV Import page with instructions and a new sample template
We have updated the Customer CSV import page to include a video showing the most efficient way to properly import customers into Copilot. This video also includes a tutorial on how to clean up the data in the CSV to ensure you have accurate data with no duplicates.
We also added a new sample file that you can download, which contains all the fields used in the video and the formulas to clean up those fields.
Added ability to bulk add tags to customers from the customer list
When navigating to the Customer page, you will notice at the top of the customer list that there is now a bulk action to add tags. This feature allows you to select customers in the list and add tags to those selected customers.
Bug Fixes
Ticket Key | Summary | Resolved |
|---|---|---|
CO-1393 | Incident: Email is getting spammed to customers in Automation which caused mass levels of unwanted communication | 4/29/2024 11:18:06 |
CO-1390 | Emails are not going through | 4/26/2024 15:41:50 |
CO-1361 | Unexpected Error when creating a New Invoice which caused the Member to not be able to create any new invoices | 4/24/2024 7:35:14 |
CO-1346 | Tax equation incorrect when Tax 1 and Tax 2 both exist on a completed service | 4/26/2024 10:15:22 |
CO-1294 | Clicking "Approve" throws a TypeError when approving an Upsell which caused the Upsell to not send | 4/25/2024 7:15:22 |
CO-1282 | "Exception: Failed to parse time string" when creation a Level Billing Contract which caused Member to not be able to create a new level billing contract for customer | 4/18/2024 15:13:29 |
CO-1280 | Two Way Texting Not Working | 4/18/2024 11:31:07 |
CO-1279 | SQL Fatal Errors are Showing on Dispatch Board | 4/18/2024 11:08:25 |
CO-1269 | Infinite loading wheel when adding visit after creating a new property which caused disruption in work flow | 4/24/2024 23:19:04 |
CO-1268 | Invoice Email was not delivered when sending from the invoice page which caused lapse in communication with customer | 4/18/2024 10:44:05 |
CO-1261 | Queues - replica lag issue | 4/17/2024 12:36:29 |
CO-1248 | Not saving changes when editing the recurring series to be not invoicable | 4/17/2024 14:11:41 |
CO-1247 | Infinite Loading Wheel when clicking upsell button on a visit in the Copilot CRM Mobile App which caused the employee to not be able to send an Up-Sell to the customer | 4/23/2024 10:05:00 |
CO-1246 | Issue with tips being applied to invoice when Add Fee to Invoices Paid by Stripe = None in the settings which caused tips not to be charged to the credit card | 4/16/2024 7:37:40 |
CO-1244 | Infinite Loading Wheel when trying to approve or reject an automation in review in the My Day page which caused inability to approve legacy automation at all | 4/17/2024 9:26:36 |
CO-1195 | Codes are appearing on the work notes | 4/19/2024 10:14:28 |
CO-1176 | User Specific: Notes for Dispatcher Not Saving | 4/29/2024 8:17:27 |
CO-1165 | No customer type loads infinitely | 4/17/2024 14:16:37 |
CO-1140 | Infinite loader appears when the end date for a recurring visit is updated | 4/26/2024 10:03:17 |
CO-1126 | Deleted employee still shows up on the dispatch board map. | 4/29/2024 8:17:17 |
CO-1118 | BH Capacity does not add Owner account hours | 4/29/2024 2:13:07 |
CO-1113 | A cancelled recurring service for a customer, however the services are still showing up on Revenue Forecast reports | 4/27/2024 5:42:30 |
CO-1109 | Service date changes when editing an invoice | 4/22/2024 5:52:05 |
CO-1107 | Item/Service added to a property page does not have the + icon when creating a visit for that property | 4/22/2024 11:03:03 |
CO-1103 | The assessment status is different from the assessment completed status | 4/27/2024 4:42:27 |
CO-1100 | Close Ratio shows an incorrect percentage | 4/17/2024 14:47:34 |
CO-1099 | Text message show up as if the member sent it to a different customers name | 4/26/2024 10:43:24 |
CO-1095 | Credit screen on "Payments page" on customer client portal shows larger value than true credit. | 4/23/2024 3:57:48 |
CO-1094 | Automation looping even though conditions do not indicate a loop | 4/24/2024 7:42:23 |
CO-1088 | Filters not working on customer page | 4/20/2024 3:48:52 |
CO-1086 | Endless Loading Wheel when when Adding a Customer to a To-Do | 4/17/2024 14:10:19 |
CO-1082 | Areation calculator is incorrect | 4/15/2024 14:28:05 |
CO-1080 | UI overlaps on upgrade subscription page on mobile | 4/23/2024 10:20:45 |
CO-1079 | Expense Category does not default to a logical category when deleting the assigned category | 4/29/2024 8:15:10 |
CO-788 | Queue DB Queries Refactoring | 4/15/2024 17:13:10 |
CO-78 | Cannot setup autopay for client | 4/16/2024 5:55:50 |
CO-34 | Completing a visit twice adds it to an invoice twice | 4/26/2024 10:10:38 |
CO-20 | T.B.Cost does not calculate correctly | 4/15/2024 10:22:05 |
CO-19 | Invoices sent through Auto-Send get sent 3 times | 4/23/2024 7:19:22 |