What's New

Admin 2026-06-07

Cleaner portal and account administration

Admins have clearer controls for customer portal access, promotions, and company add-ons.

• Customer portal admins can manage team access for the account they are viewing.
• Promotion pages are easier to reach again from the Products area.
• Company add-ons now use clearer account language and show authorization status more visibly.

Workspace 2026-06-06

Workspace replies can include booking links

Staff can insert CRM appointment booking links while drafting replies in Workspace.

• Workspace can pull active CRM booking links into compose and reply drafts.
• Booking links can prefill customer details when the recipient matches a CRM contact.

Products 2026-06-06

Product and campaign media tools are smoother

Product images and campaign product blocks are easier to keep clean and consistent.

• Product thumbnails can be regenerated from the product list or product detail page.
• Campaign product blocks carry cleaner product, image, price, and call-to-action details into publishing workflows.
• Campaign imports prefer promotional pricing when it is available.

Workspace 2026-06-05

Workspace can turn text orders into draft POs

Plain text orders sent through Workspace can move farther through the reviewed order workflow.

• Workspace can match text order details to CRM customers and products before staff finish review.
• Reviewed text orders can create draft CRM purchase orders.
• Repeated text submissions are less likely to create duplicate review items.

Support 2026-06-05

RMA follow-up is easier to track

Support teams can see which RMA tickets still need vendor or customer follow-up.

• The ticket inbox now includes an RMA follow-up focus for tickets that still need action.
• Ticket pages show clearer RMA status, next action, vendor case details, tracking numbers, and close signals.
• Support replies are classified more carefully so vendor case numbers are not mistaken for real RMA numbers.

Purchase Orders 2026-06-05

PO review is faster and clearer

Purchase-order review screens are easier to scan when staff are checking real dealer orders.

• The intake queue uses a denser review layout so source details, customer match, pricing issues, and activity are easier to compare.
• More dealer PDF formats can be read during intake.
• Pricing review emails have more room for long SKUs and product names.
• Vendor-send screens show selected recipients more clearly before staff send an order.

Portal 2026-06-05

Customer portal team management is easier

Portal admins can manage their team with clearer controls and less page friction.

• Team contact changes now save inline with visible saved, saving, and error states.
• Access controls use clearer on/off toggles for active status, portal login, and team manager access.
• Invite sending is now a separate action with inline feedback.

Appointments 2026-06-05

Appointment booking is clearer

Booking links are easier to share, and public booking pages are easier for customers to use.

• Customer profiles now include a booking invite composer for selected contacts.
• Public booking pages use a clearer date and time picker with time-zone display.
• Booking confirmation emails include branded details and calendar attachments.

Portal 2026-06-03

Portal order history is easier to review

Customer portal order history now makes invoice documents and vendor-specific orders easier to find.

• Order lists show vendor names more prominently for customer-facing review.
• Orders with vendor invoice documents show a clear document indicator and count.
• Invoice previews open in a larger preview window, and order search includes vendor names.

Campaigns 2026-06-03

Campaign recaps use better story images

Monthly recap campaigns are better at choosing useful story imagery instead of generic assets.

• Recap campaigns can use featured images from selected stories.
• Generic logos and social sharing images are filtered out more often.
• Five-story recaps keep a balanced layout with a branded final tile.

Appointments 2026-06-03

Booking pages show real available times

Customers and dealers can choose from available appointment slots instead of guessing times.

• Public booking pages show available time-slot buttons based on the appointment type.
• Available times respect notice windows, appointment length, buffers, and existing calendar conflicts.
• Changing the host refreshes the available times when a booking type allows multiple hosts.

Purchase Orders 2026-06-02

Special pricing and customer matching are easier

PO intake now handles one-off discounts and customer lookup with less manual cleanup.

• Staff can apply special order discounts during line-item pricing review.
• Pricing differences better reflect quantity breaks, bulk pricing, and special discounts.
• The intake customer selector is searchable, making long customer lists easier to work with.