What's New

Tasks 2026-05-31

Task assignment, reminders, and Workspace visibility

Assigned work is easier to trust across CRM and Workspace.

• Task assignment now records in-app notifications and assignment email records for both normal tasks and account-profile task creation.
• Task reminders now cover due, overdue, and near-due work within the next 24 hours while avoiding duplicate reminder spam.
• Workspace task sync shows CRM-assigned tasks to the right staff member, hides them from unrelated staff, and supports checklist, comment, and status updates back into CRM.
• The task list now shows the actual assignee instead of falling back to the owner.

Workspace 2026-05-31

RepCloud Workspace to CRM handoff

Workspace and CRM now have a stronger first-pass bridge for daily sales work.

• Workspace can look up CRM customers/accounts, leads, products/pricing, purchase orders, and handoff status.
• Workspace can stage contacts, leads, tasks, activity notes, and intake actions into CRM instead of forcing staff to re-enter the same context.
• Task updates from Workspace can sync status, checklist completion, and comments back to CRM.
• The next bridge work is narrower now: tracking/status activity writes, invoice matching, and RMA follow-through.

Purchase Orders 2026-05-31

Cleaner PDF review and stronger order intake

PDF Review & Import now gives staff the important order checks faster, with less duplicated status text.

• The review page now uses one compact source/parser strip instead of separate repeated alert boxes for subject, parsed lines, parser, and confidence.
• Import Readiness now focuses on the actual review decisions: customer, PO number, unmatched SKUs, and pricing discrepancies.
• Recent live parser checks covered B&H, I DJ NOW, Liquid/NetSuite, MFS, Mixware AMS, Pro Audio Star, Alto, and Audio Savings order formats.
• A newer Liquid/NetSuite Product ID table format is now recognized more reliably during intake.

Workspace 2026-05-30

More reliable Workspace mail and native app flow

The Workspace app is moving closer to a daily-use mail command center, especially in the Mac shell.

• Mailbox navigation now keeps the folder rail steadier while drilling into folders.
• Message viewing is less likely to hit blank reader transitions, and reply/reply-all actions show a clearer working state.
• Selected-message actions are available from native toolbar/menu controls with visible pending state.
• IMAP folder operations now handle mailbox names with spaces, apostrophes, and nested folders more reliably when fetching, moving, flagging, appending, and previewing mail.

Workspace 2026-05-30

Contacts review and file workspace polish

Contacts and Docs/files both got closer to useful day-to-day workspaces instead of plain lists.

• Recent-mail-only contacts now have a dedicated Review filter with queue actions, recent-message evidence, missing-field prompts, persistent dismiss, local save, and Add/Link to RepCloud paths.
• Docs/files now groups work into practical buckets like PO, invoice, price, inventory, RMA, promo, and SKU instead of only showing disconnected file-source lists.
• File search uses token matching, loaded mail attachments appear as file results, and source coverage is clearer.
• RepCloud Drive, Dropbox, and Google browsing now have more practical list/grid, favorites, sharing, preview, upload, folder, rename, move, delete, and office-file handoff behavior.

Messaging 2026-05-29

Thread-aware customer email history

Customer email history is clearer in CRM while Workspace remains the main day-to-day inbox.

• Customer Email Logs now show sent and received direction, source labels, status chips, and first-pass conversation summaries.
• Opening an email shows related messages from the same customer thread, with a shortcut to ask the Assistant for a reviewed follow-up draft.
• The old in-CRM Orders Assistant/customer-service mailbox path is treated as retired now that inbox work has moved to the separate Workspace app; CRM remains the durable history and support-ticket target.

CRM 2026-05-29

Mobile, campaign, and Find Info polish

The next lead workflow polish pass is live across mobile review screens, lead campaign launch, and Find Info evidence.

• Lead cleanup/workspace modals, table overflow, campaign builder steps, intake review controls, and Assistant enrichment cards now behave better on phone and tablet widths.
• Selected leads now have a direct Create Campaign action that opens the list handoff with campaign launch already selected.
• Find Info apply cards now show clearer confidence/source labels, and applied updates save confidence/source evidence into the lead note.

Sales 2026-05-29

Lead cleanup workbench

Lead cleanup now has a clearer one-by-one review flow for missing info and Find Info enrichment.

• The lead workspace now shows a cleanup checklist and progress meter for email, phone, website, dealer type, brands, categories, and owner or territory.
• Leads that need research get a more prominent Find Info handoff into the Assistant while keeping manual field edits available as a fallback.
• Work mode actions now make the Mark Ready + Next path clearer so staff can move through cleanup queues faster.

Purchase Orders 2026-05-29

Assistant parser-profile handoff

Failed PDF intake repairs now move farther without requiring manual parser-profile testing.

• When the Assistant creates or fixes a tenant PDF parser profile, it now tests the sample PDF automatically.
• If the profile test can read line items, the profile is activated and the original intake item is reparsed with that linked profile.
• Assistant responses now report whether the intake is ready for staff review/import or still has a clear remaining parser blocker.
• Intake review can show stored parser evidence and line-item mapping notes from the Assistant repair.

Sales 2026-05-26

Territory map filter fixes

The Territory Map is more reliable when filtering, zooming, and switching between customers and leads.

• Turning off both Customers and Leads now leaves the map empty instead of unexpectedly showing leads again.
• Map markers are less likely to disappear while zooming or refreshing the current view.
• Staff-scoped map views continue to show only the accounts and leads the user is allowed to work with.

Assistant 2026-05-26

More useful Assistant actions

RepCloud Assistant is getting better at turning everyday CRM requests into reviewable actions instead of generic guidance.

• Ask the Assistant to draft quotes, purchase orders, emails, tasks, reminders, assets, and CRM records with a clearer confirmation step before anything is saved.
• Assistant responses now keep pending actions visible with a Confirm and proceed button, so follow-up messages like approved or confirmed do not lose the original request.
• Assistant-created records continue to follow the same workspace permissions and account scope as the normal CRM screens.

Purchase Orders 2026-05-26

Clearer order intake review

Purchase order intake now makes it easier to verify what was read from the uploaded order and what RepCloud matched in the CRM.

• Review rows show the original PO SKU alongside the matched product so staff can spot bad matches faster.
• Bulk and master-pack pricing suggestions are clearer, including cases where a larger quantity earns better pricing without being mandatory.
• Combined vendor PDFs can be checked against the workspace so missing purchase orders can be found and imported without duplicating orders already on file.

CRM 2026-05-26

Cleaner staff and workflow details

Several admin and CRM screens received small but useful polish for day-to-day work.

• Staff profile images and staff list actions display more cleanly, with delete actions styled as danger actions.
• Portal-created purchase orders now better identify when the customer created the order from the portal.
• Estimate and purchase order line editing handles quantity formatting more consistently, including decimal quantities when they are truly needed.