Product ChangeLog & Release Notes

Track updates, new features, security enhancements, and performance optimizations across the complete MRSware Desktop and MRSweb Cloud ecosystem from 2002 to present.

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Major Feature MRSware Desktop v2026.9.3.1

Sales Rep Management Suite: Card Views, Preview Pane, Spreadsheet & Statistics Panel

Comprehensive modernization of Sales Rep Management introducing 2-Line Compact Cards, Multi-Line Cards, Right-Docked HTML Preview Pane, Edit in Spreadsheet batch editor, live Collapsible Statistics Panel, and dynamic table column averages.

Key Updates & Changes:

  • Compact & Multiline Card Views: Added 2-Line Compact Card view and expandable Multi-Line Card view for Sales Reps with status badges, split rates, and territory indicators.
  • Dockable HTML Preview Pane: Added zero-click right-docked preview pane for Sales Reps featuring quick Edit, Print, and structured HTML summary of rep details, territories, and historical metrics.
  • Edit in Spreadsheet Batch Editor: Integrated reusable spreadsheet editor for Sales Reps (SalesRepSpreadsheetForm) supporting rapid inline editing of Display Name, Type (Sales Rep, Territory, Agency), Split %, and Enabled status with atomic transactional saves.
  • Collapsible Statistics Panel: Added live bottom statistics dock displaying # of Unassigned Customers, # of Unassigned Companies, Total Agency Growth % (calculated from YTD vs LYTD query results across active reps), and live See All Territories user permission list.
  • Table Aggregates & Whole-Number Averages: Calculated and rendered live column averages for # Companies, # Prospects, # Opportunities, # Customers, # Orders, Lifetime Value, and Churn, formatted cleanly as whole numbers.
  • Show Counts Toggle & Customization: Added menu toggle to instantly show/hide count metric columns with persistent user layout preferences.

Substack Deep-Dive & Training Article:

Sales Reps - Re-Enabling an Inactive Sales Rep →
Best practices for managing sales rep life cycles and territory reassignments.
Sales RepsCardsPreview PaneSpreadsheetStatisticsAggregatesUI/UX
Enhancement MRSware Desktop v2026.8.29.1 - 2026.9.1.1

Product Catalog Enhancements & Query-Based Sales Rep Metrics

Deployed 7 key Product Catalog workflow enhancements, query-based YTD/LYTD sales calculations, and column reordering for Sales Rep Management.

Key Updates & Changes:

  • Product Catalog Enhancements: Added 7 user-requested improvements including advanced item lookup, catalog filtering, and memory optimization in unified folder counts.
  • Query-Based Metrics: Switched YTD and LYTD sales metrics to calculate directly from backend query results for consistent performance alignment with web reporting.
  • Audit Timestamp Tracking: Added CreatedOn and LastModified system audit tracking to Sales Rep records with aggregate display verification.
Product CatalogSales RepsMetricsDatabasePerformance
Major Feature MRSware Desktop v2026.8.31.1 - 2026.8.31.5

Reusable SpreadsheetGridControl & Edit in Spreadsheet Suite

Introduced the reusable SpreadsheetGridControl component bringing full Microsoft Excel ergonomics, column freezing, cell fill-down, Ctrl+F search, Excel clipboard copy/paste, and batch saving to Invoice Entry and Product Catalog.

Key Updates & Changes:

  • Invoice Entry - Edit in Spreadsheet: Integrated batch spreadsheet editing directly into Invoice Entry (InvoiceSpreadsheetForm) with in-cell editing, dropdown lookups for Principals/Customers/Reps, calendar combos, and transactional batch save.
  • Advanced Spreadsheet Ergonomics: Added column freeze/unfreeze, column reordering via drag-and-drop, header sorting context menu, cell fill-down, and Ctrl+F column search.
  • Excel Clipboard Integration: Full copy (Ctrl+C) and paste (Ctrl+V) support for tab-delimited Excel data, enabling instant multi-row batch data entry and CSV export.
  • Product Catalog Spreadsheet: Added spreadsheet editing to the Product Catalog for rapid SKU, pricing, category, and commission rate maintenance.
  • Home Dashboard Live Panels Auto-Updater: Updated runtime bindings and auto-updater packages for live Home dashboard due-date journal and task panels.

Substack Deep-Dive & Training Article:

Expedite Data Entry in MRSware / MRSweb →
Techniques and workflows to record CRM and invoice data quickly without disrupting your day.
SpreadsheetInvoice EntryProduct CatalogExcel PasteBatch OperationsUI/UX
Bug Fix MRSware Desktop v2026.8.20.1

Duplicate Removal Wizard NullReference Fix

Resolved a critical NullReferenceException in the Duplicate Contact Wizard during table rendering and contact state merging.

Key Updates & Changes:

  • Fixed null reference crash during table data bind in Duplicate Contact Removal Wizard.
  • Improved contact field selection and deduplication state management.
  • Enhanced error handling when merging complex contact records with custom multi-line attributes.

Substack Deep-Dive & Training Article:

Companies - Merge Duplicate: Safely Remove Duplicates While Maintaining Data Consistency →
Best practices for deduplicating accounts and merging CRM records safely.
Desktop CRMContactsWizardStability
Enhancement MRSware Desktop v2026.8.19.1

Modeless Reminders Window & Mailbox Parameter Fix

Converted the Reminders alert dialog into a modeless window, allowing reps to work freely across other CRM screens while reminder alerts are open.

Key Updates & Changes:

  • Refactored Reminders dialog from modal to modeless with public ShowReminders() invocation, preventing application blocking.
  • Configured AllowUpdate=false and AllowInsert=false on external mailbox columns to prevent parameter count mismatches in spMAIL_MbxUpdate.
  • Refreshed generated build artifacts and dependency bindings across the CRM module.

Substack Deep-Dive & Training Article:

Expedite Data Entry in MRSware / MRSweb →
Techniques and workflows to record CRM data quickly without disrupting your day.
RemindersUI/UXMailDatabase
Feature Mail & Infrastructure v2026.8.12.1

Special Smart Folders: Flagged, Waiting, Needing

Introduced dedicated smart email folders to quickly isolate prioritized messages, follow-up items, and pending requests across accounts.

Key Updates & Changes:

  • Added dedicated special virtual folders: Flagged, Waiting, and Needing in the main mail tree.
  • Added explicit text label to the 'Move to Folder' button to expand click target area for improved ergonomics.
  • Refined folder refresh synchronization when toggling between unified and single-mailbox views.

Substack Deep-Dive & Training Article:

Boost Your Productivity with MRSware's Drag-and-Drop Record Conversion →
How to convert inbox messages into actionable CRM tasks and appointments instantly.
MailSmart FoldersProductivityUI/UX
Major Feature MRSware Desktop v2026.8.9.1 - 2026.8.10.1

Compact Cards View & Rich HTML Preview Pane

Major CRM presentation overhaul introducing 2-line & multi-line Compact Cards view, interactive sort menus, click-to-complete tasks, and rich HTML preview panes for all CRM objects.

Key Updates & Changes:

  • Compact Cards View: Added modern 2-Line and Multi-Line card layouts across Contacts, Companies, Tasks, Journals, and Projects.
  • Interactive Card Actions: Added interactive sort button and context menu for card views, clickable completion checkboxes on Task cards, and direct completion toggle on Project rows.
  • Smart Dates & Formatting: Added Duration, Due Date, Type, Category icons, and smart relative dates across Journal and Task cards.
  • CRM HTML Preview Pane: Added formatted preview builder for Contacts, Tasks, Journals, and Projects with automatic <br/> preservation on multi-line Notes and log entries.
  • Horizontal Scrolling: Set explicit column widths on Project tables to activate smooth horizontal scrolling.

Substack Deep-Dive & Training Article:

Additional (Custom Fields) vs. Categories: CRM Design Patterns →
Architectural guide on when to use Categories vs. Custom Fields across CRM cards and objects.
Compact CardsHTML PreviewCRMTasksJournalsUI/UX
Feature & Fix MRSware Desktop v2026.8.3.1 - 2026.8.7.3

Journals Home Panel, Calendar Drag-Resize & Smalldatetime Fix

Added a live Journals panel on the desktop Home dashboard, restored full double-click appointment editing and drag-and-drop duration resizing in the calendar schedule.

Key Updates & Changes:

  • Journals Home Panel: Added live interactive panel on the Home Page displaying upcoming due-date journals with updated Resources.Journal.ico icon.
  • Calendar Interactivity: Re-enabled double-click on appointments to open Add/Edit dialog, double-click on empty calendar schedule to create new appointments, and drag-and-drop duration resizing.
  • SQL Server Smalldatetime Fix: Switched recurrence query minimum date from DateTime.MinValue to 1900-01-01 to prevent SQL Server smalldatetime overflow exceptions.
  • Safe Recurrence Parsing: Added try-catch around recurrence rule parser to prevent crashes from malformed recurrence strings.
  • Mail-to-CRM Header Formatting: Added 4 line breaks before original message headers when generating CRM entries from emails and cleaned HTML formatting.

Substack Deep-Dive & Training Article:

Boost Your Productivity with MRSware's Drag-and-Drop Record Conversion →
Convert appointments, tasks, and emails into linked journals with simple drag-and-drop.
Home DashboardCalendarJournalsAppointmentsDatabase
Enhancement MRSware Desktop v2026.8.1.1 - 2026.8.4.1

Block-Style Message Cards, High-DPI Scaling & Mail Defaulting

Added Block-Style card message view for mail, default 50% right preview pane, high-DPI table cell height scaling, and smart reply address defaulting.

Key Updates & Changes:

  • Introduced block-style (card) message list view for tableMessages with unread/flagged outline icon variants.
  • Set Mail Preview Pane default position to Right with 50% width allocation.
  • Configured default From address resolution when replying to emails within Unified Folders.
  • Increased default TableCell.Height to 20px for high-DPI monitor readability.
  • Added CellToolTipRequested event to support rich cell hover tooltips.
MailCardsHigh-DPITable View
Security & Core Mail & Infrastructure v2026.7.29.1 - 2026.7.29.22

Win32 SSPI Schannel TLS 1.2 & Encrypted Mail Modernization

Engineered native Win32 SSPI Schannel TLS 1.2 implementation for .NET 1.1 runtime, expanding SSL buffers and enabling seamless STARTTLS across all modern mail servers.

Key Updates & Changes:

  • Native SSPI Schannel TLS 1.2: Implemented Win32 SSPI Schannel interop (AcquireCredentialsHandle, InitializeSecurityContext) bypassing .NET 1.1 legacy SSL 3.0 limitations.
  • 16KB SSL Buffer Expansion: Expanded SECBUFFER_EXTRA and token buffers to 16,384 bytes to prevent SEC_E_BUFFER_TOO_SMALL errors on modern cipher suites.
  • Wildcard Certificate Matching: Implemented RFC 6125 wildcard matching and Office 365 / Google Workspace routing alias matching.
  • Async Connection Resilience: Added BeginConnect/EndConnect fallback mechanisms to eliminate socket timeouts during heavy synchronization loops.
  • STARTTLS Auto-Negotiation: Added robust STARTTLS command handling for SMTP (port 587/25) and IMAP (port 143/993) with zero certificate warnings.
SchannelTLS 1.2SecurityWin32 SSPIMail EngineSTARTTLS
Enhancement MRSware Desktop v2026.7.6.1 - 2026.7.25.1

Credential Caching, Elevation Restarts & SharpZipLib 64-bit

Added persistent user credential caching, seamless UAC process elevation restarts, 64-bit SharpZipLib update, and mail out-of-memory protections.

Key Updates & Changes:

  • Remember My Login: Implemented secure credential storage and auto-login preferences in Tools > Preferences > General.
  • Smooth Process Elevation: Added clean UAC elevation prompts and application restarts when switching between standard and administrator rights.
  • 64-bit SharpZipLib Upgrade: Replaced 32-bit assembly with 64-bit compatible SharpZipLib to handle large multi-gigabyte data backups.
  • Memory Optimization: Added aggressive Garbage Collection and stream disposal when rendering emails with large inline attachments.

Substack Deep-Dive & Training Article:

Remember My Login (Tools > Preferences > General > Login) →
Configuration guide for persistent credential caching and seamless auto-login in MRSware.
SecurityCredentialsSharpZipLibMemory Optimization
Major Feature MRSware Desktop v2026.7.1.0

Unified Multi-Mailbox Inbox & Drag-and-Drop Record Conversion

Introduced Unified Inbox aggregating all email accounts into a single view with color-coded account badges, 'Create from Message' actions, and Commission Rules automation.

Key Updates & Changes:

  • Unified Inbox: Aggregated view combining multiple IMAP/POP accounts with color badges and distinct account folder hierarchies.
  • Create from Message Toolbar: One-click actions to convert selected messages into Contacts, Journals, Tasks, Appointments, and Opportunities.
  • Drag-and-Drop Taskbar Conversion: Drag emails from message list directly onto 'New' icons in the shortcut taskbar to auto-populate new records.
  • Commission Rules Engine: Automated commission rate matching across manufacturer, customer, rep, and product categories during import.

Substack Deep-Dive & Training Article:

Boost Your Productivity with MRSware's Drag-and-Drop Record Conversion →
Step-by-step walkthrough of dragging emails directly onto the New taskbar to auto-populate CRM records.
Demystifying Commission Rules: How to Automate Rep Payouts Without Spreadsheet Headaches →
Deep dive into commission rules hierarchy, smart 5.00% rate parsing, and automated split calculations.
Unified InboxEmailProductivityDrag and DropCommission Rules
AI & Analytics MRSweb (Cloud CRM) vv47.0.0 (AI Suite)

Vanna 2.0 AI Natural Language SQL, AI QuickAdd & Smart Sales Import

Major milestone release introducing conversational AI querying with Vanna 2.0, OCR image extraction for receipts/invoices, AI Smart Import for spreadsheet trace files, and export acceleration.

Key Updates & Changes:

  • Vanna 2.0 Natural Language SQL: Ask questions in plain English (e.g. 'Show top 10 customers by gross margin for 3M in Q2') and receive instant SQL queries, tables, and charts.
  • AI Smart Sales Batch Import (Pivot & Paste): Paste raw spreadsheet or pivot table data directly into Sales Import; AI parses columns, performs customer lookups, and creates batch invoices in ~10 seconds.
  • AI QuickAdd (Text & Vision OCR): Paste business card text or upload invoice/receipt photos to auto-extract and create CRM records without typing.
  • Fast CSV/Excel Export Engine: Cached DataFormatString specifiers across export pipelines, accelerating multi-thousand-row data exports by over 65%.
  • Security Hardening: Added comprehensive SQL parameterization and injection prevention in AuthorizeUsers.
  • AIUsageLog Telemetry: Added audit tracking for tokens, execution time, and estimated AI inference costs.

Substack Deep-Dive & Training Article:

Pivot and Paste, Data Entry Couldn't be Faster (AI Smart Import) →
Real-world walkthrough: using AI Smart Import to ingest whole spreadsheets of distributor sales trace data.
Transform Your Workflow with AI: Smart Paste & File Extraction in MRSweb →
How AI QuickAdd extracts contacts, invoices, and quotes from unformatted text and camera uploads.
AI in MRSware, What Do You Need? →
Roadmap and architectural preview of AI capabilities and natural language analytics.
AI SuiteVanna.aiNatural Language SQLAI Smart ImportOCRMRSwebPerformance
Feature MRSware Desktop v2026.4.1.0

Anticipated Commission Forecasting & Rep Pipeline Insights

Introduced scientific anticipated commission forecasting, giving agency principals visibility into open deals, actual invoices, and unscheduled pipeline across reps.

Key Updates & Changes:

  • Open & Closed Anticipated Commissions: Track anticipated commission revenue by probability stage and expected ship month.
  • Forecast by Sales Rep: Breakdown YTD actual billings against forecasted pipeline per rep territory.
  • Pipeline Stage Probabilities: Weighted revenue forecasting based on historical close percentages across product categories.

Substack Deep-Dive & Training Article:

Predicting the Future: Introducing Scientific Commission Forecasting in MRSware →
Guide to tracking Open and Closed Anticipated Commissions to forecast agency cashflow.
Forecast Commissions By Sales Rep →
Gain YTD visibility into anticipated deals, actual invoices, and unscheduled territory pipeline.
ForecastingCommissionsPipelineAnalyticsReports
Feature Commissions & Orders v2026.3.1.0

Order-to-Ship Ratio Reporting & Progressive Web App (PWA)

Added Book-to-Bill and Order-to-Ship ratio analytics across seasons and product groups, alongside PWA offline support for mobile browsers.

Key Updates & Changes:

  • Order-to-Ship Ratio Analytics: Monitor backorders, fulfillment bottlenecks, and factory lead times with automated ratios.
  • Book-to-Bill Visual Charts: Compare incoming purchase order volume against finalized invoices and shipping logs.
  • MRSweb PWA Installation: One-click app installation on iOS Home screen, Android, and macOS Chrome for native app feel.

Substack Deep-Dive & Training Article:

Mastering the Order to Ship Ratio: The Pulse of Your Agency's Growth →
How tracking Order-to-Ship ratios helps rep agencies detect factory delays and protect commission health.
Install MRSweb (Create an App Icon on Your Home Screen) →
Step-by-step setup for installing MRSweb as a Progressive Web App on mobile and desktop.
Order-to-ShipBook-to-BillPWAMobile CRMAnalytics
Enhancement MRSweb (Cloud CRM) v2026.2.1.0

Company Creation Flow & TouchUI Navigation Improvements

Streamlined TouchUI customer and company creation workflows with smart postal code autofill and parent-child account hierarchy support.

Key Updates & Changes:

  • TouchUI Company Onboarding: Accelerated new company creation with required field validation and address autofill.
  • Parent-Child Account Trees: Link multiple branch locations and subsidiaries to national master account records.
  • Mobile Sidebars & View Styles: Refined slide-out navigation sidebars and custom data view style persistence.

Substack Deep-Dive & Training Article:

Creating Companies in MRSweb: Quick Start Guide for New Users →
Guide to creating customer company records and configuring account details in MRSweb.
MRSwebCompaniesTouchUIMobile CRM
Feature Commissions & Orders v2026.1.1.0

Quick Add to Invoice an Order & Automated Timezones

Added one-click conversion from Orders to Invoices within the Quick Add modal and automated daylight saving timezone resolution.

Key Updates & Changes:

  • Quick Add Invoice Conversion: Instantly generate an invoice record from an active purchase order without re-entering line items.
  • Auto Timezone Normalization: Automatic UTC to local timestamp conversion across distributed sales teams.
  • Unpaid Invoices Dashboard: Visual indicator highlighting past-due manufacturer commission checks.

Substack Deep-Dive & Training Article:

Use Quick Add to Invoice an Order →
Tutorial on using the Quick Add dialog to convert orders into finalized invoice records in seconds.
Quick AddInvoicesOrdersTimezonesCommissions
Enhancement MRSware Desktop v2025.11.1.0

High-Resolution Chart Rendering & Custom Theme Engine

Updated charting subsystem with vector SVG and crisp high-DPI rendering, plus custom dark/light theme presets.

Key Updates & Changes:

  • High-DPI Charting: Upgraded reporting charts to render with crisp vector antialiasing on 4K and Retina displays.
  • Theme Presets: Introduced modern slate and high-contrast color themes for back-office power users.
  • Data Grid Export Formats: Added direct XLSX and formatted PDF export options.

Substack Deep-Dive & Training Article:

AI in MRSware, What Do You Need? →
Exploring upcoming AI-assisted reporting and data visualization features for sales reps.
ChartsThemesHigh-DPIExportUI/UX
Feature Commissions & Orders v2025.6.1.0

Multi-Tier Rep Splits & Overdue Commission Due Analytics

Enhanced commission reconciliation engine with multi-tier nested rep splits and dedicated Commission Due overdue invoice tracking.

Key Updates & Changes:

  • Multi-Tier Split Rates: Support complex agency splits (e.g. 60/40 rep split with agency house deduction) per line item.
  • Customer Rep vs. Order Rep Overrides: Assign default reps at customer level with seamless per-order overrides.
  • Commission Due Analysis: Dedicated analytics grid tracking unpaid invoices and overdue factory statements.

Substack Deep-Dive & Training Article:

Sales Rep on Customer vs. Sales Rep on Order/Invoice →
How default customer sales reps interact with order-level overrides for commissions.
Commission Due Analysis Revisited →
Deep dive on uncovering unpaid factory commissions and overdue statements with Data Analysis.
Commission SplitsOverridesCommission DueReconciliation
Milestone MRSware Desktop v2025.1.1.0

20-Year SaaS Anniversary & Modernized Grid Pivot Framework

Celebrated 20 years of SaaS excellence with substantial core runtime optimizations and 5 Magical Column pivot acceleration.

Key Updates & Changes:

  • 5 Magical Columns Pivot: Instant calculations across Sales, Cost, Gross Margin, Commission, and Comm GM.
  • Multi-Line Customer Cross-References: Map customer accounts to multiple manufacturer principal IDs seamlessly.
  • Commercial Project Tracking: Enhanced construction job tracking with bid spec and quote rollups.

Substack Deep-Dive & Training Article:

MRSware CRM: Why 40 Years of Rep Experience Solved the Commission Tracking Nightmare →
Audio review detailing the 40-year agency heritage and 20-year SaaS evolution of MRSware.
Lesson 7: MREPS - Customers (Multi-Line Rep Financials) →
Foundational lesson on multi-line agency customer architecture and commission mapping.
Lesson 6: CRM - Projects (Job & Quote Tracking) →
How to manage commercial job bids, multi-stakeholder specs, and quote associations.
20-Year MilestonePivot GridMREPSProjectsCore
Modernization MRSware Desktop vv2022.1.0.0

Visual Studio 2022 Toolchain Modernization & Windows 11 Certified

Modernized entire build toolchain to Visual Studio 2022 and MSBuild 17 with official Windows 11 compatibility.

Key Updates & Changes:

  • VS2022 Migration: Rebuilt all 24 project files to compile under modern MSBuild while preserving .NET 1.1 runtime compatibility.
  • Windows 11 Certification: Validated dockable UI panels, modern font rendering, and system DPI scaling.
  • Memory Stream Caching: Replaced legacy temp file disk I/O with high-speed memory buffers.
VS2022Windows 11Build PipelinePerformance
Enhancement Mail & Infrastructure vv2019.1.0.0

Isolated Windows Services & Automated InstallUtil Setup

Separated background mail syncing and scheduled batch data imports into dedicated Windows Services.

Key Updates & Changes:

  • Dedicated Service Architecture: Created isolated Windows NT services for continuous IMAP polling and automated FTP imports.
  • InstallUtil Automation: Bundled automated service installer scripts for agency network servers.
  • Multi-Account Sync Queue: Thread-safe queue preventing sync deadlocks during heavy multi-mailbox traffic.
Windows ServicesInstallUtilBackground SyncInfrastructure
Feature Commissions & Orders v2018.3.8

Issued and Country in Data Analysis Sales Cubes

Added Business Country and Issued dimensions to Sales & Commission and Sales Summary Analysis OLAP cubes in Data Analysis for enhanced international reporting and pending order segregation.

Key Updates & Changes:

  • Business Country Dimension: Pivot sales by country to track international revenue geography, drilling down into individual customer accounts per country.
  • Issued Dimension: Isolate shipped manufacturer invoices from pending unshipped orders directly in OLAP pivot analysis.
  • Updated Cubes: Refreshed both Sales and Commission Analysis and Sales Summary Analysis multidimensional cubes.
Read Complete Archived Release Post → Archived Release Documentation
Data AnalysisSales CubesReportingCommissionsInternational Sales
Enhancement Commissions & Orders v2018.1.11

Show the Date a Payment for an Invoice Was Issued

Added an optional parameter to Order Printout reports to display payment issuance dates directly above Vendor and Customer notes.

Key Updates & Changes:

  • Payment Issued Date Display: Option to display payment issuance date on invoices, orders, purchase orders, and quotes.
  • Accounting Transparency: Clarifies payment timing for external accounts and reconciliation audits.
  • Customizable Report Parameter: Toggle the date on or off based on customer and rep statement requirements.
Read Complete Archived Release Post → Archived Release Documentation
Order PrintoutReportsInvoicingPayment TrackingCommissions
Enhancement MRSware Desktop v2018.1.7

Updates to Customer Snapshot Report

Upgraded the Customer Snapshot report with year-end sales summaries, multi-line performance reviews, and improved data layout for customer account reviews.

Key Updates & Changes:

  • Year-End Customer Summaries: Generate clean, executive-level account summaries for annual client reviews and sales planning.
  • Multi-Line Performance Visibility: Display multi-manufacturer sales totals per account with comparative period analysis.
  • Print & PDF Optimization: Streamlined layout designed for client-facing account presentations and internal rep evaluations.
Read Complete Archived Release Post → Archived Release Documentation
Customer SnapshotReportsSales AnalyticsCRMAccount Review
Major Feature Mail & Security v2017.10.10

New Webmail Client: Multi-Account Support & HTTPS Security

Released an upgraded modern webmail client at webmail.eyond.net featuring SSL/HTTPS encryption, multiple mailbox switching without logout, and CSV/vCard contact import from MRSware.

Key Updates & Changes:

  • Encrypted HTTPS Access: Zero-install secure webmail client accessible from any browser on public or hotel Wi-Fi.
  • Multi-Account Mailbox Switching: Seamlessly switch between multiple agency mailboxes from a single header dropdown without logging out.
  • Contact Import & Auto-Complete: Import customer contacts from CSV or vCard exports to auto-complete recipient email addresses.
  • Remember Me Authentication: Streamlined browser cookie session persistence for trusted workstations.
Read Complete Archived Release Post → Archived Release Documentation
WebmailEmailSecuritySSLMulti-AccountContacts
Milestone MRSware Desktop v2017.1.16

2016 Uptime Performance Review: 99.9676% Service Availability

Annual cloud infrastructure review reporting 99.9676% total uptime across all 366 days in 2016, exceeding major enterprise software hosts with an average monthly downtime of under 14 minutes.

Key Updates & Changes:

  • 99.9676% Measured Uptime: Recorded across all 366 days of 2016, including all routine weekend maintenance, OS updates, and software deployments.
  • Benchmarked Against Industry: Outperformed typical enterprise hosts including Ning (99.95%), GoDaddy (99.90%), and Slack (99.55%).
  • External Live Monitoring: Maintained real-time independent third-party monitoring every 60 seconds at status.mrsware.net.
Read Complete Archived Release Post → Archived Release Documentation
UptimePerformanceCloud InfrastructureReliabilitySaaS
Enhancement Website & Support v2016.12.29

Live Chat Support Added to www.MRSware.com

Integrated real-time live chat directly on www.MRSware.com to provide instant technical assistance, quick answers to rep questions, and immediate customer service.

Key Updates & Changes:

  • Real-Time Live Chat: Added 'We\'re online' interactive widget to bottom-right corner of all public pages.
  • Rapid Support Interaction: Instant response channel for quick questions, article links, and update inquiries without submitting support tickets.
  • Centralized Communication: Consolidated community discussions from social.mrsware.com directly onto the main site.
Read Complete Archived Release Post → Archived Release Documentation
Live ChatCustomer SupportWebsiteCommunication
Maintenance MRSware Desktop v2016.12.27

Annual License Renewals & Platform Maintenance Updates

Completed end-of-year automated license key provisioning and system updates for all active MRSware desktop and cloud client instances.

Key Updates & Changes:

  • Automated License Renewal: Seamless deployment of annual maintenance licenses across all customer accounts.
  • Year-End Platform Optimizations: Server-side maintenance ensuring continuous sync reliability heading into the new sales year.
Read Complete Archived Release Post → Archived Release Documentation
LicensingMaintenanceAdministrationSystem Update
Performance MRSware Desktop v4.2.1

MRSware 4.2.1: Windows 10 Thread Synchronization & UI Acceleration

Engineered thread synchronization updates tailored to Windows 10's threading model, accelerating screen transitions and eliminating folder-click latency during background message loads.

Key Updates & Changes:

  • Windows 10 Threading Alignment: Optimized multi-threading synchronization to fully accommodate Windows 10 kernel changes.
  • Accelerated Screen Transitions: Removed UI delays when rapidly switching between email folders while background data is loading.
  • Asynchronous Folder Caching: Smoother rendering of message lists and contact views during heavy network delta syncs.
Read Complete Archived Release Post → Archived Release Documentation
Windows 10ThreadingPerformanceUI SpeedEmailDesktop
Security Mail & Security v2016.7.26

Ransomware Defense Advisory & Version-Controlled File Share Backup

Published a cybersecurity advisory on ransomware prevention, hazardous attachment filtering, and utilizing MRSware File Share's native version control for zero-ransom data recovery.

Key Updates & Changes:

  • Version-Controlled File Recovery: Outlined how File Share's built-in version history protects agencies from ransomware encryption without paying ransoms.
  • Hazardous Attachment Quarantine: Enhanced attachment blocking rules in the Spam Filter Portal for zip and executable extensions.
  • Decryption Portal Resource: Linked official NoMoreRansom public decryption resources sponsored by Europol and cybersecurity authorities.
Read Complete Archived Release Post → Archived Release Documentation
SecurityRansomwareFile ShareVersion ControlSpam Filter
Security Mail & Security v2016.6.25

Spam Filter Portal: Default Attachment Security & Executable Blocking

Introduced enhanced default attachment handling rules within the Spam Filter Portal to quarantine high-risk executable file formats and safeguard agency networks from malicious payloads.

Key Updates & Changes:

  • Malicious Extension Quarantine: Automatic blocking and quarantine of high-risk file types (.exe, .scr, .bat, .vbs, .js) commonly distributed in phishing emails.
  • Spam Portal Attachment Management: Self-service portal tools for administrators to inspect quarantined attachments and release legitimate business files.
  • Heuristic Payload Scanning: Strengthened heuristic scanning rules against disguised zip archives and macro-enabled documents.
Read Complete Archived Release Post → Archived Release Documentation
Email SecuritySpam FilterAttachment BlockingMalware Prevention
Major Feature MRSweb (Cloud) v2016.6.1

MRSweb Cloud Interface Refresh: Right-Side Menus & Quick Create

Refreshed the MRSweb browser experience with ergonomic right-side navigation menus, instant Quick Create buttons on the home dashboard, and calendar birthday filter toggles.

Key Updates & Changes:

  • Right-Side Navigation Menus: Modernized home layout with intuitive right-aligned action buttons and category navigation.
  • One-Click Quick Create: Create new contacts, appointments, journals, and tasks directly from the home dashboard.
  • Calendar Birthday Filter: Added filter button toggle to easily hide or show birthdays in the schedule view.
  • Sales Chart Date Fixes: Corrected date range calculations for Sales & Commissions charts and company historical trends.
Read Complete Archived Release Post → Archived Release Documentation
MRSwebCloud CRMNavigationQuick CreateCalendarCharts
Feature Commissions & Orders v2016.6.0

Commission Payment Reconciliation Layout & Order Printout Discounts

Updated the Commission Payment Reconciliation report with dedicated Order # and PO # columns, and added line item discount formatting parameters to Order Printouts.

Key Updates & Changes:

  • Order # & PO # Reconciliation Columns: Added order and purchase order numbers directly to the Commission Payment Reconciliation layout for faster check matching.
  • Discount Unit Parameter: Added parameter to Order Printout reports allowing users to toggle line item discounts between Percent (%) and Dollar ($) display.
  • Audit Trail Precision: Enhanced cross-referencing between manufacturer commission checks and individual order items.
Read Complete Archived Release Post → Archived Release Documentation
ReconciliationCommission ReportsPO TrackingOrder PrintoutDiscounts
Major Feature MRSware Desktop v4.2.0

MRSware 4.2: Advanced Order Entry, Line Item Discounts & Multi-Rep Splits

Major feature release delivering enhanced Order & Invoice tracking with Quote/PO fields, 8,000-character notes, line item discounts, Duplicate Order copying, and multi-rep commission splits.

Key Updates & Changes:

  • Comprehensive Order Tracking Fields: Added Quote #, PO #, Quote/PO Dates, Shipping Method, Tracking #, Shipping Total $, Anticipated Ship Date, and 8,000-character Terms/Notes.
  • Line Item Enhancements: Added per-item Ship By dates, line item Discount $ / %, and expanded description lengths up to 1,200 characters.
  • Save & Duplicate Order: Added Duplicate Order action to instantly clone existing orders, speeding up repeat orders and partial shipment splits.
  • Multi-Rep & Agency Splits: Split commissions across Sales Rep, Specifier, and Territory with custom split percentages.
  • Invoice Search Updates: Added search criteria matching all newly added order and tracking attributes.
Read Complete Archived Release Post → Archived Release Documentation
InvoicingOrder EntryCommission SplitsDiscountsDuplicate OrderDesktop
Bug Fix MRSware Desktop v4.1.7

MRSware 4.1.7: Bulk Mail Contact Matching Fix

Resolved an issue in the Bulk Mail Recipients Panel where matched contact names were omitted when selecting companies for mass mailings.

Key Updates & Changes:

  • Bulk Mail Recipient Display: Correctly displays the contact name matching the chosen email address instead of rendering a blank name.
  • Company Mass Mailing Precision: Ensures outbound personalized greetings correctly address individuals within corporate accounts.
Read Complete Archived Release Post → Archived Release Documentation
Bulk MailEmailContactsBug FixDesktop
Feature Commissions & Orders vv2015.1.0.0

Percentage Discount Engine & Multi-Line Commission Rules

Added percentage discount engines for invoice line items and customizable commission split hierarchies.

Key Updates & Changes:

  • Tiered Discount Engine: Support manufacturer discount matrixes (e.g. 50/10/5 discount structures).
  • Commission Variance Alerts: Automatically flag discrepancies between reported manufacturer commission checks and expected amounts.
  • Check Matching Screen: Bank check deposit reconciliation matching checks against multiple invoices.
DiscountsCheck MatchingCommission HierarchyInvoicing
Security MRSware Desktop v2013.12.26

Encrypt Files in File Share: Zero-Knowledge Password Protection

Highlighted File Share's native file-level encryption feature, enabling users to secure sensitive documents with secret passwords inside isolated, private database storage.

Key Updates & Changes:

  • Secret Password Encryption: Right-click any file in File Share to apply AES encryption with zero-knowledge password protection.
  • Private Database Storage Architecture: Unlike shared multi-tenant clouds that mix and deduplicate client files, MRSware stores each user's files in an isolated private database.
  • Visual Lock Indicators: Encrypted files display a lock icon and prompt for decryption only when double-clicked by authorized users.
  • Multi-Data Center Redundancy: High-security redundant storage across geographically separated data centers.
Read Complete Archived Release Post → Archived Release Documentation
EncryptionSecurityFile ShareData PrivacyStorage
Feature Mail & Security v2012.12.27

Using the News Feature to Automatically Triage Newsletters & Bulletins

Introduced the News smart filtering feature to automatically divert newsletters, trade magazines, and bulletins out of the main inbox into a dedicated reading folder.

Key Updates & Changes:

  • Automated Inbox Decluttering: Rules-based diversion of informational newsletters and bulletins away from high-priority client correspondence.
  • Dedicated News Folder: Keeps trade publications, manufacturer announcements, and market reports organized for focused reading.
  • Smart Heuristic Separation: Separates wanted bulk subscription content from unwanted junk spam.
Read Complete Archived Release Post → Archived Release Documentation
NewsEmail FiltersInbox ZeroProductivityMail
Security Mail & Security v2012.3.13

The Fallacy of Email Delivery & Content: Authentication & Anti-Spam

In-depth analysis of email deliverability, spam filter heuristics, SMTP routing, and authentication protocols essential for business-critical communications.

Key Updates & Changes:

  • Email Deliverability Realities: Why standard email cannot guarantee delivery without proper authentication records (SPF, DKIM).
  • Spam Filter Scoring Heuristics: Understanding Bayesian filters, keyword triggers, and reputation metrics that impact rep communications.
  • Reliable Communication Practices: Recommendations for ensuring vital quotes and commission correspondence reach recipient inboxes.
Read Complete Archived Release Post → Archived Release Documentation
Email DeliverySMTPSpam FiltersSecurityInfrastructure
Security Mail & Security v2010.12.2

Your Password is the Barrier: Authentication Hygiene & Access Control

Security best practices covering strong password construction, defense against dictionary attacks, and safeguarding agency CRM databases during peak cyber threat seasons.

Key Updates & Changes:

  • Strong Password Principles: Combining length, mixed character sets, and passphrases to resist automated brute-force attacks.
  • Agency Access Protection: Defending confidential customer pricing, manufacturer agreements, and commission records from unauthorized access.
  • Credential Management: Safe practices for managing unique passwords across email, desktop CRM, and web portals.
Read Complete Archived Release Post → Archived Release Documentation
SecurityPasswordsAuthenticationData ProtectionBest Practices
Milestone MRSware Desktop v2009.4.20

Sales Force Automation in a Downturn: Opportunities, Campaigns & Expenses

Strategic guide on leveraging Opportunity Tracking, Marketing Campaigns, and Expense Management to retain customers, maximize sales conversion, and measure event ROI.

Key Updates & Changes:

  • Opportunity Sales Funnel: Track every active deal through the funnel to prevent leads from slipping through cracks during lean economic cycles.
  • Marketing Campaign ROI: Link trade show and mailing expenses directly to campaigns and generated opportunities to compute exact ROI.
  • Expense Tracking Integration: Analyze travel and entertainment expenditures against closed sales revenue to optimize agency spend.
  • Customer Retention Focus: Document touchpoints and follow-up journals to protect high-margin existing accounts.
Read Complete Archived Release Post → Archived Release Documentation
Sales Force AutomationOpportunity TrackingCampaignsExpensesStrategy
Genesis MRSware Desktop v2008.5.20

Drinking Your Own Kool-Aid: EYOND as MRSware Customer #2 Since 2002

Foundational reflection on EYOND using MRSware internally since 2002 for contacts, sales opportunities, commission tracking, and email, proving deep daily commitment to the rep software platform.

Key Updates & Changes:

  • Dogfooding Since 2002: EYOND runs all internal operations on MRSware, experiencing the software as everyday users alongside customers.
  • Full Suite Utilization: Active sales funnels in Opportunity Tracking, commission statements calculated internally, and emails preserved from 2002.
  • Built by Reps for Reps: Intimate understanding of manufacturers' representative workflows because the creators live in the system daily.
Read Complete Archived Release Post → Archived Release Documentation
GenesisHeritageDogfoodingMulti-Line CRMCompany History
Genesis MRSware Desktop vv2.9.0.0 (Legacy Genesis)

The Foundation: Purpose-Built Multi-Line Rep CRM & Commissions

Original launch of the MRSware desktop architecture engineered specifically for independent manufacturers' rep agencies.

Key Updates & Changes:

  • Multi-Line Rep Architecture: Founded by veteran sales reps to replace generic single-company CRMs with a multi-principal database.
  • Local SQL Database with Delta Sync: Enabled field sales reps to work completely offline with automated bidirectional delta sync.
  • Commission Reconciliation Core: First software system to combine contact management with split commission statement reconciliation.
GenesisMulti-Line CRMCommissionsOffline SyncHeritage

Historical Releases & Updates Archive

Looking for past release notes, maintenance logs, or version history prior to the 2026 unified platform? Browse all 20 archived legacy release posts:

20 Archived Releases