What's New

Security 2026-05-24

Tighter staff role controls

Employee role defaults now better match day-to-day sales workflows while keeping customer data scoped.

Employee users can view their own customers, leads, and contacts without broad customer-list access.
Employees can add new products for review while existing product records stay protected from edits.
Messaging templates, territory map views, and trip itinerary tools now follow the user's account scope.

Assistant 2026-05-24

Safer Assistant draft actions

RepCloud Assistant now handles more write requests as reviewable drafts before creating records.

Draft purchase orders from pasted SKU and quantity lists now show a confirmation preview before anything is created.
Reusable CRM email template requests now preview the proposed template before saving.
Assistant draft actions keep the review step visible so staff can confirm or cancel before records are written.

Purchase Orders 2026-05-24

More practical master-pack warnings

Master-pack rules now warn earlier without blocking staff from building or editing drafts.

Portal product pages can add required master-pack items even when the quantity is below the minimum or not on the required multiple, while showing a warning.
Carts show row-level and order-level warnings and keep checkout blocked until required master-pack quantities are valid.
Manual purchase orders can add and edit invalid required master-pack quantities for review, then block final save or submit until corrected.
Deleting a manual PO line no longer triggers the browser pattern-validation popup.

Vendors 2026-05-24

Cleaner vendor routing setup

Vendor route setup is easier to configure without typing exact category names.

Category and subcategory vendor routes now use workspace dropdowns instead of free-typed values.
Existing brand, alias, SKU prefix, and product routes remain available for flexible routing.
Vendor routing still supports auto-send decisions when a route is the only matched vendor.

Operations 2026-05-24

Cleaner sample asset wording

Sample order tracking now uses clearer customer-facing language and cleaner asset notes.

Sample asset status wording changed from En Route to On Order.
New sample asset notes avoid awkward source text and clarify the purchase order relationship.
Existing sample asset statuses and notes can be migrated to the cleaner wording.

Messaging 2026-05-24

Cleaner CRM email compose flow

Composing an account email is easier to scan and less dependent on browser-default controls.

The compose screen now uses selectable recipient cards instead of a raw multi-select box.
Staff can search account contacts, select multiple recipients, clear selections, or add extra email addresses manually.
CRM-tracked emails explain how mailbox Sent-folder saving works and avoid duplicate CRM log rows when synced copies are found later.

Messaging 2026-05-24

Account email history with staff mail

Customer and vendor records can now show more of the real email timeline in one place.

Account email logs can include CRM-sent messages, campaign messages, and configured staff Sent-folder emails.
Admins can sync staff mailbox history into account timelines while normal staff visibility stays scoped to their own messages plus campaign sends.
Email logs now support search, 20-row pagination, clearer sender/source columns, and separate labels for sent, opened, clicked, and failed messages.
Opening an email from an account now returns back to that account's Email Log instead of dropping staff into the global email log.

Vendors 2026-05-23

Vendor routing and portal reporting

Vendor accounts now have clearer routing, contacts, order visibility, and brand performance reporting.

Added vendor routing rules for brands, categories, subcategories, SKU prefixes, and individual products.
Vendor purchase order views can show all dealer orders associated with the vendor's routed brands and categories.
Vendor portal insights now focus on routed brand performance with monthly trends, top products, top dealers, and brand-line breakdowns.
Vendor contacts can be marked with default email roles for purchase orders, estimates, invoices, and RMA/support requests.
Support tickets and RMA requests can now be assigned to a vendor and a specific vendor contact.
Vendor portal support now shows vendor-assigned RMA/support items, and staff can manually send a vendor support request from the ticket.
PDF order intake now detects vendor routing and flags only true review exceptions like unknown vendor, mixed vendor order, missing SKU, master-pack issues, and price mismatches.

Purchase Orders 2026-05-22

Master pack quantity checks

Products can now store carton/master-pack rules, and ordering workflows can warn when a quantity does not meet the required multiple.

Added product fields for master pack quantity and whether that multiple is required.
Product imports can map carton or master-pack quantities from price lists.
PDF intake review rows and discrepancy emails now show a clear reason when a quantity must be rounded up to the required pack multiple.
Staff purchase order forms and portal cart/order flows now block required carton-multiple mistakes before the order is saved.

Operations 2026-05-21

Own-account sample order tracking

Workspaces can now identify their own company account and link internal sample purchase orders into asset loan tracking.

Mark one customer record as the workspace's own account for internal workflows.
Create a sample asset record from an internal purchase order and keep it linked back to the source PO.
Track ordered samples in Loan Forms with staff assignment, copied line items, and a direct PO link.

CRM 2026-05-21

More flexible customer classification

Customer classification now supports multiple selected values and clearer vendor/customer relationship handling.

Select multiple classifications on a customer record without replacing previous values.
Keep vendor classification available for manufacturer and supplier records.
Use classification data consistently across customer profiles and operational workflows.

Catalog 2026-05-19

Saved dealer carts

Staff can prepare visual product carts for dealers, send a shareable link, and manage saved recommendations from the cart page.

Build a cart from the catalog, assign it to a dealer, and send selected recipients a branded cart link.
Load a saved cart back into the staff cart to edit quantities, add products, and resend the same link.
Delete saved carts when they are no longer needed so the shared link stops working.

Sales 2026-05-18

Territory Map and trip planning

Sales teams can now view customers and leads geographically, filter the map, and plan field visits around real account clusters.

See customers and leads on a map with useful CRM context.
Filter by territory, customer status, lead status, groups, reps, and related fields.
Build trip plans from mapped stops instead of juggling separate notes and spreadsheets.

Assistant 2026-05-18

Smarter Assistant lookups

RepCloud Assistant is better at understanding customer, product, and pricing questions even when the wording is not exact.

Better matching for short customer names, partial names, and common abbreviations.
Better product matching for exact model questions and close product-name matches.
Asks for clarification when a request could refer to several product variants.

Assistant 2026-05-18

RepCloud Assistant beta

RepCloud Assistant is now available for selected workspaces and staff to help with everyday CRM work from a floating chat or full-page view.

Ask product, SKU, customer, pricing, promotion, and sales-reporting questions in plain language.
Create draft campaigns, estimates, tasks, reminders, leads, customers, and contacts from natural prompts.
Attach or reference files for order intake and product-import workflows while keeping review steps in place.

Purchase Orders 2026-05-18

More reliable PDF order intake

Purchase order PDFs are now easier for RepCloud to process consistently, especially as new vendor formats are added.

Improved the foundation behind vendor PDF imports.
Kept the existing intake review flow the same for users.
Made it easier to add and refine vendor-specific PDF handling over time.

CRM 2026-05-18

More consistent CRM tables

Core CRM list pages now use a more consistent table and pagination layout.

Aligned common table controls, filter behavior, and pagination styling across CRM list pages.
Kept full-page table footers wide while allowing compact footers in true split-view workspaces.
Reduced visual differences between customer, contact, task, activity, intake, and related list pages.

Setup 2026-05-18

Expanded backup controls

Workspace setup now includes scheduled application-file backups alongside database backups for safer maintenance.

Schedule backups for live app files, templates, static assets, scripts, and configuration-side files.
Run app-file backups manually when you want a checkpoint before larger changes.
Keep retention settings visible from Setup.

Purchase Orders 2026-05-18

Clearer PDF intake review

PDF intake now shows more detail about how confidently RepCloud understood each uploaded order.

Added parser confidence, parser type, and missing-field notes to the PDF review screen.
Low-confidence orders stay in the normal review flow instead of silently looking complete.
Added workspace-level parser notes in setup so teams can document vendor-specific PDF quirks.

Catalog 2026-05-18

Cleaner customer catalog

The customer-facing catalog has been expanded with better browsing, cleaner product cards, brand-friendly URLs, and smarter filters.

Use shorter brand and category catalog links for easier customer sharing.
Show more relevant product filters based on the current catalog results.
Display cleaner product cards with local product images, pricing context, and quick-view actions.

Purchase Orders 2026-05-18

Cleaner PO review alerts

Purchase order PDF review is less noisy when vendor math rounds a unit price by a penny.

Reduced false pricing warnings caused by tiny rounding differences.
Real pricing mismatches still stay visible for review.

Marketing 2026-05-18

Campaign builder upgrades

Campaigns now support richer reusable templates, better recipient targeting, draft creation from the Assistant, and more predictable previews.

Build campaigns from editable blocks, saved templates, product cards, buttons, images, video blocks, and branded headers.
Target marketing lists, customer groups, saved segments, and deliverable contacts with clearer recipient counts.
Keep standard branding and signature blocks consistent across new campaign drafts.

Imports 2026-05-18

Better product import tools

Product import workflows now handle more real-world price list formats and support cleaner review before records are added or updated.

Import spreadsheet-based product data with support for XLS/XLSX workflows in addition to CSV.
Map pricing, category, brand, media, and product details with clearer import expectations.
Use staged review flows for safer catalog cleanup and price updates.

Assistant 2026-05-18

Assistant help for PDF intake profiles

RepCloud Assistant can now help selected beta workspaces document and refine PDF intake handling for recurring vendor formats.

Use the Assistant to describe how a recurring PDF order format should be interpreted.
Capture workspace-specific intake notes without hard-coding every vendor format into the main app.
Keep imported orders in review when confidence is low so staff can confirm before creating records.

Operations 2026-05-18

Assets and loan tracking

The assets module has been improved for tracking company-owned gear, assignments, loan status, and exports.

Track internal assets separately from sellable product inventory.
Filter and export asset lists for all assets or the current filtered view.
Use cleaner asset records for staff assignments, customer loans, locations, and value tracking.