2023-10-6 - Reverse route order and credit card simplification

Weekly Update - October 7, 2023

Simplified Process for Saving Cards

We are excited to announce a simplified process for customers to save a card on file in the client portal. This improvement aims to make it easier and more convenient for our users to manage their payment methods.

Items per Page Count

To enhance the user experience, we have added an items per page count at the bottom of pages with lists. This feature allows our users to understand better the number of items displayed on each page.

Highlighting Unaccepted Line Items

We have implemented a new feature highlighting individual line items on an estimate that has not been accepted. This visual cue will help users easily identify pending items that require attention.

Clickable Customer Names in Text Conversations

In response to user feedback, we have made the customer's name in a text conversation clickable. Now, users can simply click on a customer's name to open their profile, making accessing important customer information more convenient.

Level Billing Agreements in Customer Profiles

We have made an enhancement to customer profiles by displaying customers with level billing agreements. This addition provides users with easy access to information regarding customers with specific billing arrangements.

Customizable Tax Naming

Based on user preferences, we have added the ability to rename the tax field in customer naming settings. This customization allows users to tailor the tax field name according to their regional requirements. For example, users can now rename it to VAT or any other appropriate term.

Reverse the Order of the Route on the Dispatch Board

We are excited to announce a new feature that allows you to reverse the order of the route on the dispatch board with a single button click. This enhancement gives you more flexibility and control over the sequence of your routes, making it easier to optimize your operations and save time.

Customizable Field on the Calendar - "Booked Out Until"

Introducing a new customizable field on the calendar called "Booked Out Until." This feature enables you to quickly identify and manage availability for adding visits to your schedule.

Improved Stability and Speed

We are continuously working behind the scenes to optimize the performance of our platform. In this update, we have focused on improving the stability and speed of the site by optimizing various scripts, including those related to emails, automations, and database calls.

Thank you for your continued support and feedback. We hope that these updates enhance your experience with Copilot CRM. If you have any questions or need assistance, please don't hesitate to reach out to our support team.

Best regards, The Copilot CRM Team