Bug Fixes

Issue: Users were unable to delete certain level billing contracts if an associated invoice had previously been deleted.

Resolution: This issue has been fixed so users can once again successfully delete level billing contracts even if related invoices were deleted.

Issue: When users applied the Customer Tags filter on the Finances > Estimate page, the page would get stuck showing a loading wheel and never display any results.

Resolution: Fixed this issue so the Customer Tags filter on the Finances > Estimate page now works as expected without getting stuck.

Issue: Sorting options for the Customer list were not working correctly on the Copilot CRM mobile app, causing customers to appear out of order.

Resolution: This issue has been fixed, and the Customer list now sorts correctly as expected for each sorting option. These fixes were also applied to the Invoices and the Estimates pages for the Copilot CRM mobile app.

Enhancements

Enhancement: Preview Customer Portals Without Their Login Credentials

Summary:

You can now preview a customer’s portal — including estimates, invoices, and other pages — without needing their login. Previously, if a customer had login enabled, trying to view their portal from the CRM would prompt a login screen. Now, as long as you’re logged into the CRM, you can see the portal exactly as the customer would, no longer needing your customer’s login information.