06/30/2026 Release Update

IMPROVED

Prokeep Platform

 🚀 Updated password requirements
Passwords must now be at least 12 characters and include uppercase, lowercase, a number, and a special character. Common and previously breached passwords are blocked. This applies only when a user chooses to change or reset their password — existing passwords are not affected.

Order Automation

🚀 Quote creation is now limited to Order Automation groups
The option to create a quote from a thread only appears when that thread's group has Order Automation enabled. This prevents reps from accidentally starting a quote in a group where Order Automation isn't active.

🚀 Sticky navigation in quote product search
When searching for products to add or replace on a quote, the breadcrumb and search bar now stay fixed at the top of the screen while scrolling through results. Reps no longer have to scroll back up to adjust their search.

🚀 Unified company/contact search on quote create
The quote create and edit screen now uses a single combined search field for company and contact instead of two separate fields. Selecting a contact automatically fills in the associated company, and alias selection is shown when available.

🚀 Inactive products are now excluded from quote search
Discontinued and inactive products from connected ERP systems no longer appear in quote product search results or AI matching, preventing reps from adding unavailable items to a quote.

BUG FIXES

Order Automation

🔧 Internal system messages no longer sent via email or fax
An issue where internal Order Automation system messages were incorrectly delivered to customers over email and fax channels is now fixed.

🔧 Acumatica quote conversion race condition resolved
A race condition that could cause stale line items to be pushed to Acumatica during a concurrent quote update and order conversion is fixed. The checkout interface also now correctly hides the Accept Quote button while a conversion is in progress.

🔧 Announcement list groups now refresh after removal
Removing a group from an announcement list now immediately reflects in the groups panel without requiring a page refresh.

Conversation Hub

🔧 Tag dropdown is no longer oversized when no results are found
When creating a new tag with no matching results, the search dropdown is now a reasonable size, making the Create tag option accessible without scrolling.

🔧 Templates in folders can now be deleted
Templates assigned to a folder can now be deleted normally. Previously, attempting to delete them returned an error.

Prokeep Platform

🔧 Clicking a username in the Open Conversations panel now works
In the Open Conversations panel, clicking a user's name now triggers the expected contact action. Previously, names appeared as plain non-clickable text despite the panel instructing admins to contact users by clicking their name.

🔧 Adding tags no longer fails with Decisiv integration active
Adding a tag to a thread no longer causes a fatal error for accounts with the Decisiv integration enabled.

🔧 Blocking a thread no longer blanks the inbox view
After blocking a phone number from the Unclaimed Inbox, the next selected thread now loads correctly without requiring a page refresh.

🔧 HTML emails with empty style tags now render correctly
 Emails containing an empty style attribute now render correctly. Previously they displayed a "Could not parse as Rich Text" error instead of the email content.