---
title: "6.27.0 CRM Enhancements"
slug: "6270-crm-enhancements"
updated: 2026-02-20T18:56:07Z
published: 2026-02-20T18:59:49Z
canonical: "guide.youraspire.com/6270-crm-enhancements"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 6.27.0 CRM Enhancements

**![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/aspirething(3).png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A40Z&se=2026-11-15T02%3A17%3A40Z&sr=c&sp=r&sig=7P%2B85Tm0KB3xC6itdW553%2FQ2jCu2XgnKMUUM6rKmEI4%3D)**

**6.27.0 CRM Enhancements**

---

![image.png](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-3GOBKPT4.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A40Z&se=2026-11-15T02%3A17%3A40Z&sr=c&sp=r&sig=7P%2B85Tm0KB3xC6itdW553%2FQ2jCu2XgnKMUUM6rKmEI4%3D) **This release includes a range of enhancements inspired by** [**client feedback**](https://guide.youraspire.com/docs/release-notes#about-the-cowboy-hat-icon-yawl)**, designed to heighten your experience using the Aspire desktop application.**

#### Administration

#### Administrators can now make **Email** a required field on the *Contact* screen, **Locality** required on the *Property* screen, and **Lead Source** required on the *Opportunity* screen. These updates improve data consistency and reporting accuracy across core business areas. See [Required Fields](/user-guide/docs/custom-required-fields) for more information.

#### Opportunities

When copying an opportunity, you can now choose to clear the **Start Date** and **End Date fields**. This helps prevent errors and ensures copied opportunities reflect accurate timelines. Select [Creating Estimates with Templates](/user-guide/docs/creating-estimates-with-templates) to learn more.

![New option to clear Opportunity Start and End Date](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/clearStartEnd.jpg?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A40Z&se=2026-11-15T02%3A17%3A40Z&sr=c&sp=r&sig=7P%2B85Tm0KB3xC6itdW553%2FQ2jCu2XgnKMUUM6rKmEI4%3D)

#### the Customer Portal

- The **Publish to Customer Portal** option on print and email screens is now deselected by default. This reduces extra clicks for teams that don’t regularly share documents through the Customer Portal. The checkbox only displays when invoices or proposals are enabled in the Customer Portal settings.
- Visit note photos are now visible in the Customer Portal under **Visit notes**. Customers can preview recent job photos at a glance, making it easier to see recent work and understand service history. Photos display only when visit notes are published to the portal.

![Customer Portal 2.0 visit note photos](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/VisitNotesPhoto.jpg?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A40Z&se=2026-11-15T02%3A17%3A40Z&sr=c&sp=r&sig=7P%2B85Tm0KB3xC6itdW553%2FQ2jCu2XgnKMUUM6rKmEI4%3D)

###