RepCloudCRM
What's New
Recent RepCloudCRM improvements, grouped by release week.
Operations
2026-05-24
Ordering and internal workflows are better guarded
Master-pack, sample, security, and vendor-routing workflows received customer-facing cleanup.
- Master-pack rules warn staff and customers earlier when quantities do not meet required multiples.
- Sample tracking uses clearer wording and cleaner notes.
- Employee access, territory views, message templates, and trip tools show only the customer information each user should see.
- Vendor routing setup uses dropdowns where possible while keeping flexible brand, SKU, category, and product routes.
Messaging
2026-05-24
Account email history and compose are clearer
Customer and vendor records can show more of the real email timeline, and composing account emails is easier.
- Account email logs can include CRM-sent messages, campaign messages, and configured staff sent-folder messages.
- Email logs support search, pagination, and clearer sender/source/status labels.
- Compose now uses selectable recipient cards, contact search, manual extra recipients, and clearer tracking guidance.
Vendors
2026-05-23
Vendor routing and portal reporting are clearer
Vendor accounts have better order routing, contact roles, support visibility, and performance reporting.
- Vendor routing can use brands, categories, subcategories, SKU prefixes, and specific products.
- Vendor portal views can show routed orders, brand performance, monthly trends, top products, and top dealers.
- Vendor contacts can be marked for purchase orders, estimates, invoices, and RMA or support requests.
- Support tickets and RMA requests can be assigned to a vendor and vendor contact.
Purchase Orders
2026-05-22
Master-pack quantity checks are clearer
Ordering workflows can warn when quantities do not meet required carton or master-pack multiples.
- Products can store master-pack quantity rules.
- PO intake, staff order forms, and portal carts show clearer warnings when quantities need attention.
- Required carton-multiple mistakes are blocked before final save or checkout.
Operations
2026-05-21
Internal sample orders and customer classification improved
Internal sample tracking and customer classification are more flexible.
- Workspaces can mark their own company account for internal workflows.
- Internal sample purchase orders can create linked asset-loan records.
- Customer records can hold multiple classifications without replacing earlier values.
