Build your day around where you already are • Nearby - from any account, see what else is close by, filter by premise type or best day to visit, and add several stops to your plan at once • Optimise a route, see total mileage, and open the whole trip in Maps • Tasks now have deadlines and owners, and appear on your planner on the day they're due - tap to add one as a stop Know your accounts better • Contacts now hold birthdays, family details, preferences and follow-up notes • Record notes, priority and best day to visit on any account, including ones you're still prospecting • Filter accounts and the map by assigned rep Improvements • Account search now finds your own accounts first • POS and promotion requests can carry a deadline • Various fixes to the planner, tasks and account filters

Menu placements • Record start and end dates, plus one or more follow-up reminder dates • Come back to a placement once it goes live and add a photo to confirm it's on the menu Accounts and planning • Assign accounts to a specific rep • Filter the map and account list to just your accounts • On-premise visits no longer show Display Built or Merchandise Shelf, which only apply to stores Manager tools • At Risk Accounts now shows the rep responsible for each account • Choose how many days without a visit counts as overdue • At Risk Accounts opens and scrolls much faster on large account lists Contacts • Keep birthdays, family and personal details, preferences and follow-up notes alongside each contact

# Added Account Map County feature.

# Map filter Updates [Filter by brand] # Account list filter updates

Fix: Delete member from Admin.

Fixed buttons on map for planner. Fixed export csv feature.

We've made planning and requesting even smoother! • Map Updates: Quickly save any location to your planner with the new "Add to Planner" button. • Smarter Requests: Enhanced routing for POS and promotion requests. • Improved Syncing: Brand toolkit materials and deals now sync more reliably. • Stability: Fixed form submission errors and made behind-the-scenes performance upgrades for a seamless experience.

• Improved map performance and bug fixes. • Toolkit button now visible on the home screen. • General performance enhancements.

This update improves visibility between sales teams and brands: • Sales rep activity tied to a specific brand — like promotions, in-store displays, and event visits — now syncs to that brand's dashboard for real-time visibility into field team engagement. • Performance improvements.

- fixed versioning of app in app store

- Forgot Password button fixed - Image upload: fixed the remove-image button and added image compression - New Toolkit section added to the Home screen (after Plan) - Map: fixed a crash, and added location clustering for smoother performance when zoomed out - General UI enhancements

Added support to share Brand Toolkit

- POS & Promotion suggestion enabled - Request syncing to Alcpay enabled

- Minor fixes

- Sell sheet export from toolkit - Account filter updates - Multiple notes support - Minor fixes

- Wholesale price management - Distributor suggestions for brand - minor fixes

- Layout fixes - Point system upgrade - CRM Web-hook update

-AI assistant layout fixes -Minor layout fixes

-Contact and Account update fix -AI assistant response fixes -Minor layout fixes

- Keyboard-friendly modals - Smarter product state based pricing - better account management - Small fixes

- Stats, ready to share - Brand Toolkit, redesigned - Keyboard-friendly modals - Smarter brand connections - Small fixes

• Faster, smarter Add Brand — tap "+ Add Brand" to pick from your org's brands. Reps with a single brand get it auto-selected on every visit. • Products Sold and Place Order share the same product picker — no more free-text typing. • Distributors can now be assigned multiple order days (Tue & Thu, etc.). • Account search across Home, Activities, and Settings now searches the full database, not just the first page. • Delete accounts from the account detail screen to clean up duplicates. • Map opens instantly — only loads accounts in your visible area, defaults to your current location. • Sign-in remembers your password via iCloud Keychain. • Invite emails now show the invitation token and a direct App Store link — install, paste, you're in. • Submit & Send PDFs and Active PO controls work reliably on web. • Sell sheets and training videos open in a new tab on web.

• Faster, smarter account search — searches across the whole database, not just the current page. • Map fixes — defaults to your current location (or Texas), only loads accounts in view, no more empty/blank map. • Brand Toolkit — see every connected brand, with synced products, sell sheets, deals, POS materials, and training. • PO Tray polish — Submit & Send PDFs and Dismiss now work reliably on web. • Sell sheets and training videos now open in a new tab on web.

the iOS 18 Liquid Glass tab bar crash, pipeline filter scrolling, AI chat bubble layout, map GPS centering, and the pointerEvents deprecation.

Account geo mapping. Admin api updates & AI assistant update