Customizing the Related Panel
- Drag and drop to customize the order or even hide sections of the related panel on any record type. All changes will be reflected for every user in your organization. Learn more here.
Workflow Automation Enhancements
- Added “Inactive Days” support for all Trigger types for Opportunities, People, Companies, and Leads (FYI-it was previously only for Check Once a Day)
- Validate variables and functions in Triggers (ex. If deleting user will impact an active workflow rule)
- We’ve now added the ability to view Estimates in addition to Invoices from Quickbooks in Copper. Plus, you can not sort the order of invoices and estimates.