09/01/2026 Release Update
The following updates were released to production on September 1, 2026.
NEW
Order Automation
✨ Order Automation cards now show a "Scanning for products" status before switching to the quote
When a text message mentions products, the card shows "Scanning for products" while Prokeep matches them against the catalog, then switches to the View Quote card once matches are ready. The status stays accurate even if you refresh the page or open the thread while a scan is running.
✨ Contact Record now shows alternate names, phone numbers, and email addresses
The Contact Record displays any alternate first names, last names, phone numbers, and email addresses on file beneath each field, so you can confirm you have the right person when they're known by more than one name or number in the distributor's system.
IMPROVED
Order Automation
🚀 Contact and customer search now finds alternate names, phone numbers, and email addresses
Search previously matched only on a contact's primary name, phone number, and email. It now also matches on any alternate values on file, so you can find a contact by any value on record for that person.
🚀 Catalog sync for Infor CloudSuite Distribution now pulls product and warehouse data directly
A new opt-in catalog sync option for Infor CSD reads product and warehouse data directly, bringing in product description details that weren't previously available and making product visibility and grouping reflect the distributor's actual warehouse setup. Catalog syncs also no longer drop an entire batch of valid products because of a single bad record. Currently supports manual catalog loads only.
FIXED
Order Automation
🔧 Contact and company sync no longer fails on missing last names or creates duplicate companies
A contact with no last name no longer causes the WinSupply contact sync to fail. For Mesher Supply and DDI, contact sync no longer creates a duplicate company when a matching company already exists without an external ID — it now matches on the company name and links to the existing record instead.
🔧 Eclipse quotes for ship-to-only customers now create successfully
Creating a quote in Epicor Eclipse previously failed for customers that exist only as a ship-to location, because the wrong customer ID was sent as the bill-to. These quotes now create successfully, and the bill-to customer on an integration can now only be changed by an account administrator.
🔧 Sales Volume imports now confirm reliably, with no practical file size limit
Importing sales volume data sometimes succeeded without giving confirmation in the interface, especially for large files. Imports now confirm reliably, and there is no longer a practical limit on file size. Bridge admin only.
🔧 Reusing a quote now works instead of returning an error
Reusing an existing quote previously returned an error instead of creating the new quote. Reusing a quote now works.
Prokeep
🔧 Customer list now loads reliably even when a customer or company has been deleted
The customer list could previously fail to load entirely if any customer or company in the results had been deleted. Deleted records are now cleaned up properly and excluded from lists and search results.
🔧 Images now display correctly in email message bodies
Images inside tables in email bodies — such as logos or product photos in signatures and templates — weren't displaying. These images now render correctly in the message body.