2024-06-10 - Improved Signup Process

CO-1635

Processing fee caries over onto new invoice when duplicating invoices which causes compounding processing fees on duplicate invoices

6/6/2024 12:32:23

CO-1628

Popup requiring deposit be made appears when a customer tries to accept an Estimate on the client portal without a card on file, and card on file is required, which leads to customers getting incorrect information and unable to accept Estimate

6/6/2024 7:22:43

CO-1606

Automations - fix evaluation null customer id and company id

5/31/2024 8:55:25

CO-1604

Auth Helper - handle franchise users

6/6/2024 21:03:41

CO-1601

Customer Stats # of visits calculates cancelled visits from Recurring Series which causes confusion as to how many visit have actually occurred for that customer

6/5/2024 2:16:31

CO-1595

Event automation error

5/30/2024 6:40:39

CO-1581

Can't create property

5/29/2024 2:21:21

CO-1579

Recording a partial payment on an invoice adds a negative credit balance to the customer equal to the amount still owed on the invoice which causes inaccurate customer credit balance

5/29/2024 2:51:23

CO-1574

Wrong database structure in sample.sql

5/28/2024 7:03:04

CO-1546

Spam clicking any send button sends an email or text multiple times in any send email/text pop-up which caused customers to receive multiple identical emails and texts

6/10/2024 0:25:54

CO-1545

When deleting a credit card, it also removes the bank account on the customer profile which leads to customer having to re-verify ACH after adding it back again

6/4/2024 4:45:21

CO-1538

Clicking to add lines fast on any estimate causes them to be be deleted when deleting one

6/4/2024 5:52:00

CO-1536

Scheduling from an estimate lands back on the estimate list view instead of landing back on the estimate that the user was scheduling from causing the user to lose their position of which estimate they were working on

6/4/2024 5:59:24

CO-1534

Unable to Assign Employees in Copilot App on Schedule Page which causes non-functionality in the field for assigning employees

6/7/2024 3:27:49

CO-1525

Late fee is using the last rule when recording a payment even though the rule date has not been fulfilled yet in the payments page which causes the user to not be able to make a payment of the correct amount on the invoice

6/6/2024 3:00:50

CO-1521

Clicking out of a To-Do causes an Infinite Spinner on the Schedule page which causes workflow interruption

6/5/2024 3:59:19

CO-1516

Invoices are not being paid in full when customer credit is automatically applied which causes invoice status and customer credit discrepancies

5/29/2024 3:38:51

CO-1502

Editing a recurring series does not allow for 3 decimal places in the tax field which caused the user to not be able to enter the correct tax amount

6/4/2024 17:57:56

CO-1486

An employee shows multiple names when trying to add a time in Time Tracking page which leads to confusion on which to select

6/4/2024 3:39:40

CO-1483

Purchasing Customer Credit and Applying Customer Credit to invoice counts as 2 separate payments in the Payments section which causes revenue numbers to be skewed

6/4/2024 6:00:52

CO-1474

Emailing a customer statement doesn't do anything in the customer statement page which caused the user to not be able to send customers their statements

6/7/2024 7:25:53

CO-1467

The global deposit threshold setting is updated when a customer-specific deposit threshold setting is updated, causing deposit thresholds to be not applied to all other customers

5/30/2024 6:32:59

CO-1466

Extra Trucks appear when they shouldn't on the Dispatch Board which caused minor inconvenience and confusion

6/4/2024 3:49:03

CO-1440

"Estimate is Sent" triggers when an estimate is Declined in Sequence Automation which caused unwanted automation to run

5/28/2024 7:56:37

CO-1426

KPI cockpit this week revenue is incorrect.

5/31/2024 3:28:40

CO-1366

Cancelling a recurring series removes completed events on the same day of cancelation on the schedule causing there to be a loss of data on events that were completed

6/3/2024 7:33:33

CO-1243

Automated Actions were run when the "And" condition for Card Not On File was not met in Sequence Automation which caused customers to receive unintentional communication/notification from the Company

5/31/2024 7:36:22

CO-1217

Remove clicking enter to save on invoices/ estimates

6/3/2024 6:45:04

CO-1214

Cant scroll down on email to customers from dispatch board

5/31/2024 7:22:54

CO-1189

Free accounts can create Rate Matrix items

6/4/2024 3:34:37

CO-1162

'Action Buttons' disappearing from visit page when closed incorrectly

6/10/2024 6:41:47

CO-1159

Items & services description box disappears or goes blank

6/4/2024 6:42:58

CO-1158

kicks me back to the calendar from the completion details area of the calendar form

6/10/2024 6:41:49

CO-1156

when printing a list of invoices for a client, the system print all clients and not just the one selected via the filter

5/31/2024 7:21:02

CO-1150

Emails sent through automations aren't attached to the customer profile

5/29/2024 2:02:44

CO-1129

To-Do type needs to be removed, To-Do category is the same thing

6/6/2024 10:11:23