Enhancements

Enhancement: New Global Search Bar Library & "Recent Searches" section

What’s New?

We have upgraded the global search bar by implementing a new, more reliable library to improve search functionality and reduce errors. This replaces the previous outdated library, making searches faster and more efficient. This library was built in house from the ground up, which makes it easy to quickly add future enhancements to searching in Copilot CRM. Included in this update is a brand new "Recent Searches" section, which shows your 5 most recent searches using the Global Search Bar!

How it Works

The new library enhances search performance and is designed to be used in multiple areas of the system. While this update focuses on the global search bar, this library will begin to be utilized in other search functions across the platform in the future.

Bug Fixes

Issue: Some error messages when sending SMS were unclear and did not provide helpful feedback, making it difficult to understand why messages failed.

Resolution: Fixed this issue by ensuring SMS related errors now display clear and informative messages.

Issue: The "Receipt Link" merge tag was not displaying a receipt link in text messages or emails, causing confusion for recipients.

Resolution: Fixed this issue so that the "Receipt Link" merge tag now correctly populates with the right receipt link.

Issue: Time tracking records for Visits were not always saving GPS location on mobile devices.

Resolution: Updated the GPS service to attempt saving the user's location more often if the user has allowed location services, ensuring more accurate GPS data.

Issue: Users were unable to edit the BH field in a Meeting event after it was created.

Resolution: Fixed this issue by ensuring the BH field remains editable for Meetings and To-Dos after they are created.

Issue: The "Before a Visit Happens" automation trigger did not trigger for events that had been moved on the schedule.

Resolution: We have fixed this issue by adding a new flag to the automation history table, ensuring the automation trigger still works when event dates are adjusted.

Issue: Item/service descriptions were not being added to visits that were scheduled using Quick Dispatch, leading to missing details.

Resolution: Updated Quick Dispatch to automatically pull item/service data from the original source, ensuring all descriptions are correctly filled in.

Issue: Assessments scheduled from a work request were not appearing on the dispatch board, making it difficult to dispatch scheduled assessments.

Resolution: Fixed this issue by ensuring that scheduled assessments are correctly included when displaying events for the dispatch board, allowing for more accurate and holistic dispatching.

Issue: The text merge tags "Employee First Name" and "Employee First Name" were not displaying the correct employee names in texts, causing missing or incomplete information.

Resolution: Fixed this issue so that these merge tags now correctly populate with the relevant employee’s first and last name in automated text messages.

Issue: Sequence Automations were being incorrectly triggered for review even when the trigger conditions were not met, causing previously rejected Automations to reappear as pending.

Resolution: Updated the logic for handling reviewed automation jobs to ensure a record is kept, preventing them from being re-added incorrectly after rejection.

Issue: Users experienced an endless loading screen when creating a Legacy Automation with the "Run at a Certain Time" trigger and selecting a day in the future.

Resolution: Fixed this issue by ensuring that the request date from the frontend is correctly formatted to match the company's date-time format, preventing errors and allowing automations to be created successfully.

Issue: When converting an accepted estimate to an invoice, the estimate status was not changing to "Invoiced" if any item or service in the estimate had been deleted from the Items/Services list.

Resolution: Fixed this issue by adding warnings when creating an invoice from an estimate if the estimate contains a deleted item or service. A notification will now inform users to update the estimate before proceeding.

Issue: Emails sent from the Dispatch Board were not being delivered to CC recipients, causing missed communications.

Resolution: Fixed this issue by ensuring CC emails are properly handled by the email service when sending email from the dispatch board, so all intended recipients now receive the emails as expected.