The latest Vsimple product update helps teams connect information, manage complex projects, and complete work with less manual effort.

The update includes:

• vAI capabilities for finding, connecting, and creating records

• Multi-record creation from a single inbound email

• Analysis across parent projects and related records

• Improved numeric, currency, and percentage searches

• Task dependencies, descriptions, dates, custom fields, and completion updates

• User experience improvements across documents, forms, notifications, activity streams, and Card View

Together, these changes give teams more context around their work and a clearer view of what needs to happen next.

What changed in this release

vAI Finds, Connects, and Creates Records

vAI can search for existing linked records and create new ones when a match does not exist. This helps it understand how incoming information relates to data already stored in Vsimple before taking action.

For example, when a new request arrives, vAI can use the requestor’s email domain to search existing accounts. It can connect the request to the correct account when a match exists. If no matching account exists, vAI can create an account for the request.

The same process applies to projects. vAI can use information such as a project address to determine whether a related project already exists. It can then connect the request to that project or create a new project when no match is found.

This workflow supports requests that relate to the same underlying job. Multiple estimates or requests can be organized under one shared project instead of being treated as separate opportunities. Teams gain a clearer view of the work and reduce duplicate account or project records.

Multiple records from one inbound email

The expanded vAI parser can create multiple estimates or other records from a single inbound email.

When an email contains information for several requests, vAI can interpret the message and create the appropriate records. Users do not need to separate the information and create each record manually before the work enters the correct workflow.

This helps teams that process a high volume of requests reduce repetitive data entry and organize incoming work sooner.

Deeper Analysis Across Connected Work

vAI can analyze information across linked records instead of reviewing a single record in isolation.

It can incorporate information from a parent project and related records to provide more context about the work. This analysis can include projects, estimates, activities, and tasks.

For a complex project with multiple estimates, stakeholders, milestones, and dependencies, teams can review connected information without manually gathering details from several records. The result is a more complete view of project activity and status.

This connected approach also supports the broader goal of simplifying workflows with Vsimple, where information stays tied to the people, projects, records, and tasks involved.

Improved Numeric Search With vAI

vAI now provides improved minimum and maximum searches for:

• Number fields

• Currency fields

• Percentage fields

Users can search for records within a numeric range or identify records at a specific minimum or maximum. For example, a team can search project values above a certain amount, find costs within a defined range, or review records with percentages below a selected threshold.

This makes it easier to analyze financial and operational information without manually reviewing individual records.

More Control Over Projects and Tasks

The update adds more task-management capabilities for planning, coordinating, and completing project work.

Task dependencies

Tasks can now have dependencies. A dependency identifies work that must be completed before another task can begin.

For example, a team can connect an approval task to the work that follows it. The dependency shows the order of the work and helps teams identify how one delayed task may affect later activities.

Task dependencies are available in the current update. They also support the planned Gantt view, which will provide a more visual way to review project timelines and task relationships. The Gantt view is planned for a future release and is not part of the current update.

Additional task updates

The release also includes:

• Task descriptions: Add more context about the work to be completed.

• Start dates: Set when a task should begin for clearer project planning.

• Custom fields within task sections: Capture information specific to a team’s process.

• Overdue task highlighting: Display overdue tasks in red so delays are easier to identify.

• One-click task completion: Mark work complete with a single action.

These features connect task execution to the records, documents, and project information surrounding the work. Teams can define responsibilities, track timing, and update task status without separating task details from the related project.

A More Refined Vsimple Experience

The release also improves several areas of the user experience.

Documents Shared

The Documents Shared experience now has an improved zero state. When no shared documents are available, users receive clearer guidance about the empty view.

vForms and notifications

The experience across vForms and notifications has been improved to make these areas easier to use.

Record activity streams

Record activity stream posts have been restored. Teams can use the activity stream to better understand what is happening within a record.

Card View

Card View has been refined for records with multiple rows of fields. The updated layout provides a cleaner way to review larger amounts of information.

Frequently Asked Questions

What can vAI find, connect, and create from an inbound request?

vAI can search for existing accounts, projects, and other linked records. It can connect an inbound request to a matching record or create a new record when no match exists. It can also create multiple estimates or other records from one inbound email.

How does vAI match a request to an existing account or project?

vAI uses information in the request to search for related records. An email domain can help identify an existing account, while a project address can help identify an existing project. When the search finds a match, vAI links the request to that record. When it finds no match, vAI can create the needed record.

Can one inbound email create multiple estimates or records?

Yes. The expanded vAI parser can interpret a single inbound email and create multiple estimates or other records from the information it contains. This reduces the need to separate the message and create each record manually.

How does vAI analyze a project across related work?

vAI can review information from a parent project and its related records, activities, and tasks. This gives teams a broader view of project work than an analysis based on one record alone.

Can users search records by minimum and maximum values?

Yes. vAI supports improved minimum and maximum searches for number, currency, and percentage fields. Users can search ranges or identify records that meet a specified numerical threshold.

Which task-management features are available now?

The current update includes task dependencies, descriptions, start dates, custom fields within task sections, overdue task highlighting, and one-click task completion.

Dependencies show the order in which tasks should be completed. The planned Gantt view will use those relationships to present project timelines and dependencies visually. The Gantt view is planned for a future release.

How do these updates reduce manual coordination work?

vAI can match incoming requests to existing records, create missing records, and create multiple records from one email. Task dependencies, dates, descriptions, and custom fields give teams more information for coordinating project work. Together, these updates reduce duplicate entry and keep related work connected.

Connected Information for Complex Work

This update gives vAI a broader role in managing incoming information. It can interpret a request, look for related records, create what is missing, connect the work to the right project, and analyze information across connected records.

Expanded task management adds more control over dependencies, timelines, and execution. User experience improvements make it easier to review documents, notifications, activity, and record details.

For teams managing estimates, projects, stakeholders, and operational requests, these changes help create clearer connections between incoming information and the next steps required to complete the work.