2023-07-28 - Global search bar and videos on estimates

Copilot CRM Weekly Update - July 28, 2023

Dear Copilot CRM users,

We hope this message finds you well. We are excited to share with you the top features that we have released this week. These features will improve your experience and make your work more efficient.

Global Search Bar in Header

We are happy to announce that we have added a global search bar in the header of the Copilot CRM platform. This new feature will make navigation faster and easier. You can now search for customers, properties, settings and pages.

Attaching Videos to Estimates and Invoices

We have added a new feature that allows you to attach videos to estimates and invoices. You can also email those videos directly from the platform. This feature will help you communicate more effectively with your clients and provide them with a better understanding of your products and services.

Default Categories and Types in List Items Visibility Page

We have added the ability to set default categories and types in the list items visibility page. This feature will allow you to organize your data more efficiently. You can now choose the categories and types that are most relevant to your business and display them by default.

Creating Visits from Customer and Property Pages

We have added a new feature that allows you to create visits from the customer profile and property pages. This feature will save you time and make it easier to manage your schedule. You can now create a visit with just a few clicks, without having to navigate to a separate page.

Small KPI Cockpit Update

We have made a small update to the KPI cockpit. You can now hover over data points to see the month and the amount. This feature will provide you with more insights into your data and help you make more informed decisions.

We hope that you find these new features useful. As always, we are committed to improving your experience with Copilot CRM. If you have any questions or feedback, please do not hesitate to contact us.

Best regards,

The Copilot CRM Team