✨Enhancements:

✨QuickBooks Sync Enhancement: We’ve improved our error handling when manually syncing invoices from Copilot CRM to QuickBooks. Previously, when attempting to sync an invoice for a customer who has not been mapped to QuickBooks, a generic error would appear without any guiding steps for how to resolve the issue.
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​Now, you’ll see an error message that tells you exactly which customer hasn't been fully mapped to QuickBooks yet, along with a direct link to fix the issue. No more guessing or blind troubleshooting—just quick, clear steps to get things back on track.

🪲Bug Fixes:

🪲 Issue:
Some users saw their QuickBooks sync settings incorrectly show they were on the 2-way QuickBooks sync, even though the account was actually set to use the 1-way sync.
✅ Resolution:
This visual display issue has been fixed, accounts with QuickBooks 1-way sync enabled now correctly display which sync is being used, matching the actual setup behind the scenes.
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​🪲 Issue:
When users added or changed line items on a visit, the line item descriptions didn’t appear right away and only showed up after closing and reopening the visit popup.
✅ Resolution:
This issue has been fixed, and line item descriptions now appear immediately after being added or edited on the Schedule page, without needing to reopen the visit.
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​🪲 Issue:
When creating a recurring visit series with a set number of total visits (like “4 visits on the first Friday of the month”), the system sometimes added one extra visit, causing the series to include more visits and end later than intended.
✅ Resolution:
This counting issue has been fixed, and recurring visit series now correctly create the exact number of visits selected so schedules no longer include unintended extra visits.
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​🪲 Issue:
When adding crews to events on the All Events page, an infinite loading wheel would appear, even though the crews would be assigned correctly after refreshing the page.
✅ Resolution:
This issue has been resolved so the loading indicator no longer gets stuck, and the system now clearly reflects crew assignments without needing to refresh the page to confirm the changes.
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🪲 Issue:
In the Copilot mobile app, users couldn’t open a text message conversation by tapping on it directly and had to tap the small conversation status button on the side instead, which was confusing and unintuitive.
✅ Resolution:
This issue has been fixed, and now tapping on a message in the Text Messages section opens the conversation, so users can view and respond without needing to be overly precise with where they tap.