Bug Fixes and Improvements for October 23, 2025

New update for Copilot, including several bug fixes and improvements:

Bug Fixes

• Email: Fixed an issue where, if you attempted to send an email from a Customer Profile without a subject line, the error would result in an endless loading wheel on the “send” button, even after adding a subject line, which required you to close the email and recreate it to send.
• Invoices Table: Fixed the “Frequency” filter for Recurring and Single events on the invoices table, resulting in an endless loading wheel and not returning any results.
• Recurring Series: Fixed an issue where the Start Date on a recurring series would not always result in the date of the first event in the series.

Improvements

• Saved Payments: Updated the modal for adding Bank Accounts to a Customer's saved payment methods in the CRM Customer Profile to use the updated Stripe payment modal that we use in the Customer Portal for better cohesion, security, and privacy.

Have feedback or questions? Contact our support team.