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v2026.02.22

Part History Lookup and Document Numbering Updates

New Features

  • Email AI Inbox

    Process inbound emails with Forge AI and respond automatically to customer inquiries

  • Automated part creation from emails

    Email system now automatically creates parts when processing incoming messages, streamlining your workflow

  • Smart entity linking in email replies

    Email responses now include clickable links to related parts, orders, and other entities for quick navigation

  • Part History Lookup

    Added ability to search and select from previously used parts when creating quotations, making it easier to reuse existing part configurations

  • Per-User Document Numbering

    Document numbers (quotes, work orders, etc.) now generate sequentially per user instead of globally, providing better organization

  • Configurable Deposit Threshold

    Added setting to configure deposit threshold percentage in terms and conditions generator

Bug Fixes

  • Email system reliability improvements

    Fixed webhook verification and improved error handling for email processing

  • Email content retrieval

    Fixed issues with incomplete email content being processed in the email inbox

  • Improved email processing reliability

    Fixed issues with background email processing to ensure incoming emails are handled more consistently

  • Email AI Assistant Context Fix

    Corrected AI email assistant to properly identify message senders for more accurate responses

  • Quote details and duplication

    Resolved issues with accessing and copying quote information

  • Unit System Consistency

    Fixed saw-cut and standard-stock defaults to properly respect user's preferred unit system (metric/imperial)

  • Client Contact Defaults

    New client contacts now default to Purchasing category instead of blank

  • File Upload Visual Feedback

    Added visible dashed border to file upload drop zones for better user guidance

  • Work Order Filtering

    Resolved timezone-related issues in work order filtering that could cause incorrect results

Improvements

  • Enhanced email settings interface

    Redesigned settings with clearer capability descriptions and more prominent setup options

  • Production board performance optimization

    Improved loading speed and responsiveness of the production management interface