Bug Fixes - 12/12/2024
Shared by Parker
• May 19, 2025
General Problems
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Wrong URL for New Items/Services: Fixed an issue where creating a new Item or Service generated an incorrect link (URL) if the user hadn’t visited the Item/Service page first during that session. The URL now works correctly every time.
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Search Bar Doesn’t Allow @ Symbol: Fixed a bug where the Search Bar didn’t let you type the "@" symbol when searching for customer email addresses. The Search Bar now works properly for email searches.
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Deleted Invoice Numbers Show Up: Resolved an issue where the search box for invoices displayed numbers for invoices that were deleted. The search now only shows active invoices.
Display and Design Issues
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Update Marketing Email Pop-Up: Updated the pop-up for marketing emails to correctly show the new limit for how many emails can be sent in the queue.
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Recurring Schedule Filter Shows Wrong Results: Fixed a bug where the "Recurring Scheduled" filter showed customers with only one visit instead of just those with recurring visits. The filter now works as intended.
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Taxes Missing in Estimate PDFs: Added the word "Taxes" to the total breakdown in estimate PDFs.
Functional Problems
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Card on File Setting Changes Automatically: Fixed an issue where the setting "Require Card on File to Accept Estimates on Client Portal" reverted from "No Customers" to "Using the Setting Determined in Customer Profile" when creating a new customer. The setting now stays as the user sets it.
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Tag Filtering on Estimates Doesn’t Work Right: Fixed a problem where filtering by Customer Tags using "Not Include" and "All" on the Estimates Page gave incorrect results. Filtering now works correctly for organizing and finding the right data.