2023-09-15 - Text conversation status and additional filters

Weekly Update for Copilot CRM Users

Welcome to this week's update for Copilot CRM users! Here are the top features that were released this week:

More Filtering Options

We've added more filtering options on the customers, invoices, and estimates page. And we're not done yet! There is one more update coming to add even more filters. Once that is done, we will remove the send email page because all functionality on that page will be possible from the customer page.

Client Portal Schedule Options

Now, you can choose to show all visits, meetings, and to-dos on the schedule for the client in the client portal.

Mark Text Conversations as Open or Done

Text conversations can now be marked as Open or Done. Open conversations will show a number in the top toolbar. This feature helps you keep track of which conversations require follow-up and which have been completed.

Verbiage Change

We've changed the verbiage on items and services from "Costs" to "Rate Charged to Client." This is a quick change for our upcoming native integration with https://p4psoftware.com/ .

Multi-User Login

Multi-user login is now available to all users! Please contact support in order to set up this feature.

We hope you find these updates helpful! As always, if you have any questions or feedback, please don't hesitate to reach out to our support team. Have a great week!