4/14/2026 Release Update

IMPROVED: 

ORDER AUTOMATION

 🚀Quotes page now shows all quotes, not just the most recent 100
Quotes are now paginated (100 per page) with a count indicator (e.g., "Showing 1–100 of 243") with navigation controls so reps can access older quotes they couldn't reach before. Analytics totals now calculate across all quotes. Empty auto-generated drafts with no customer attached are hidden from the list and excluded from analytics.

CONVERSATION HUB

🚀 Follow-up to last release: admins can now update opt-in status via spreadsheet upload
The opt-in upload restriction from the previous release has been updated and the restrictions changed according to the user's role. Previously no user could update contact opt-in status via spreadsheet upload. Now: Admins can now include opt-in changes in contact spreadsheet uploads. Managers and below still have opt-in columns ignored on upload. No changes to the file format.

🚀 Bridge admins can now search for accounts by subdomain
In addition to searching by account name, Bridge admins can now search by subdomain — making it faster to find specific accounts in large lists.

ENTERPRISE INTEGRATIONS

🚀 Decisiv account selector now supports pagination for large account lists
Admins setting up Decisiv integrations for accounts with many portals can now page through all available options in the account selector, instead of being limited to the first set of results.

FIXED: 

ORDER AUTOMATION

🔧Custom prices now carry over when reusing a quote
When reusing a quote from an order history that had a custom price on a line item, that price was getting dropped. It now carries forward correctly.

🔧PO numbers now carry over when reusing a quote
The PO number from the original quote was not transferring when a quote was reused — reps had to manually re-save it to make it stick. It now carries over automatically.

🔧Clearing a delivery address field no longer refills itself
When a rep cleared an auto-filled delivery address to enter a different one, the original address kept popping back up in the field. Address fields now stay cleared and accept new input without reverting.

🔧PO Box no longer gets used as the ship-to address on delivery orders
For customers with both a PO Box and a physical address in P21, the PO Box was incorrectly being selected as the delivery address. The correct physical shipping address is now used.

🔧Several pricing and margin issues in the quote flow are fixed
Prices now load correctly after accepting a product recommendation, after adjusting margins, and when reopening a quote. The margin slider works as expected, and changing the margin on one line item no longer zeros out prices on other items.

🔧Viewing a completed order no longer accidentally creates a duplicate
Opening a completed order was re-triggering the order creation process, which could overwrite the original and open a new quote with the same items. Viewing a completed order is now read-only and won't create anything new.

🔧Checkout links now use the correct domain for Canadian accounts
Canadian customers receiving a quote with a checkout link were getting a broken US-domain URL. The correct Canadian checkout link is now generated for all Canadian accounts.

GROWTH HUB

🔧Bulk task edit action bar now shows correctly in dark mode
The action bar that appears during bulk task editing wasn't switching to dark mode, making it hard to read. It now respects the user's theme setting.

🔧Bulk task creation confirmation now shows the right status
When creating a large batch of tasks, the success message was appearing before the tasks were actually done being created. The message now accurately reflects that tasks are queued and may take a moment to appear.

CONVERSATION HUB

🔧Email previews in the inbox no longer show jumbled code
For emails that only had an HTML version (no plain-text fallback), the collapsed preview in the inbox was showing raw HTML tags instead of readable text. Previews now show clean, readable content.

🔧Printing an email thread now includes the full message, not just the first line
When printing an expanded email thread, only the first line of each message was appearing in the printout. The full content of every message is now included.

🔧Pressing Shift+Enter quickly no longer sends duplicate emails
Hitting the send keyboard shortcut rapidly was sending multiple copies of the same email. Now only one message sends, no matter how fast the shortcut is pressed.

🔧Clicking "Send Contact Form" multiple times no longer sends it multiple times
Clicking the send button quickly more than once was sending the contact update form link to the customer multiple times. The button now correctly sends only one form request per action.

PROKEEP

🔧Desktop notifications now fire reliably for everyone
Browser pop-up and sound notifications for new messages weren't triggering for some users — specifically those with a large number of threads in their inbox. Notifications now work correctly regardless of inbox size.

🔧JIT  SSO login now assigns the correct user role
For enterprise accounts using JIT SSO (just-in-time single sign-on), some users were being assigned the wrong role (Member instead of Manager) when logging in, even though their SAML credentials said correctly that they were a manager. The role assignment logic is fixed and users now get the correct role on login.

🔧Disabled channels no longer receive inbound messages
Messages sent to a disabled channel's number were still showing up in the inbox. Disabled channels now correctly block all inbound messages.

🔧Tab key now works when adding a contact from a company page
Pressing Tab to move between fields when creating a new contact from the company page wasn't working — users had to click each field manually. Tab navigation now works as expected throughout the form.

🔧Long group or region names no longer break the team edit form layout
Accounts with very long group or region names were causing the team edit form to extend off-screen and become unusable. Long names are now contained within the form correctly.