This update focuses on communication control, purchasing performance, and tightening the way users move through documents, projects, and daily operations. A major theme of this release is safer sending, clearer intent, and reducing friction across high-traffic areas of the app.
Messaging, Sending, and Communication
- Multi-recipient sending: Estimates, Sales Orders, and Presentations now support selecting multiple recipients via dropdown when sending or converting.
- Safer send flow: Auto-send has been disabled. A send options panel now appears before emailing customers.
- Email routing control: Users can choose the client contact to email. Order-rep and client-rep are automatically CC or BCC’d on sends.
- Correct client targeting: The system now consistently honors the selected contact’s saved email address.
- Sales Order send clarity: The send button now clearly reads “Send Sales Order” when applicable.
- Presentation comments notifications: Comments on presentations now email the assigned order-rep and client-rep.
Presentations and Documents
- Presentation history panel: Each presentation version is now tracked with a unique identifier, creating a foundation for deeper version management.
- Clearer totals: Presentations now show both pre-tax and after-tax totals to avoid confusion.
- Document navigation improvements: Clicking a Sales Order opens the Sales Order, while clicking the project name opens the Project Overview.
Products, Custom Items, and Website Sync
- Simplified Custom Product creation: Lighter initial create flow with support for editing existing custom products.
- Website sync: Elite Core custom products can now be imported into the distributor website.
- Product Search cleanup: The Product Search (Function) section was removed in favor of the Connect tab.
- Request a Supplier flow: Users can request new suppliers, with admin review and approval handled in Operations.
Purchasing and Operations
- Infinite scrolling: Purchasing now loads continuously for smoother navigation.
- Purchasing dashboard fixes: N/A dates now populate correctly and can be updated.
- PO navigation: Clicking a Purchase Order opens the PO directly without redirecting to the project.
- Status reliability: Ok, Problem, and Follow Up statuses were fixed, with In Production applied correctly for active work.
Projects and Flow
- Cart tab introduced: Projects now include a Cart tab to better reflect in-progress item grouping.
- Clearer action paths: Navigation and click behavior now better reflects user intent across projects and documents.
Files, Pricing, and Services
- Reliable file previews: PDF, AI, EPS, and SVG files now preview consistently.
- Decoration pricing fix: Decimal pricing now displays correctly in decoration areas.
- Shipping service improvements: Shipping pricing now saves correctly, forces quantity to one, and supports a no-tax option.
Reporting and Filtering
- Expanded reporting filters: Added N/A, Overdue, Today, Earlier, Next 7 Days, and custom date range filters.
General UI and Labeling
- Create Customer clarity: Header and primary button now read “Create Customer” instead of “Create Lead”.
- Simplified People labels: “All Customers + Leads” is now labeled simply as “All”.
This release continues to harden Elite Core where teams spend the most time. Communication is now more deliberate, purchasing is faster and clearer, and navigation behaves in a way that better matches user expectations. These changes further prepare the platform for scale while keeping everyday workflows predictable and controlled.
