House Brand Matching Logic, Session-Based Toggles for Field Surface, and Filter Reports by Formularies

Release 06/16/26

House Brand Matching Logic

House brand products now automatically get matched with other house brand options — trained data and auto-identicals still come first. The old toggle remains, letting hosts force this behavior even for non-house-brand products.

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Session-Based Toggles for Field Surface

Field Surface now includes session-based toggles that let users adjust matching behavior on the fly. These settings apply only to the current session and operate independently from the web app.

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Filter Reports by Formularies

Savings and Annual GP reports can now be filtered by one or more assigned formularies, allowing users to analyze pricing and performance for specific formularies without changing customer settings.