Soft delete feature added: Deleted records are now hidden from view but recoverable from the "Deleted record" option in any object options menu. No more drama!
Like any regular object, add some custom fields to your tasks and companies or create some custom views to better organize your content.
Quickly identify who created a given record and what was the origin of the creation, whether it was through a CSV import, an API, or manual input.
Filter the content a webhook is returning so it only pings your URL when a specific action occurs, such as on creating a company.
Navigate more quickly with our revamped record page navbar:
You can now delete up to 10,000 records at once. (For when you want to Marie Kondo your database! 🧹)
You can now edit one-to-many relations directly from the "many side". This means you can assign people to a company directly from the company list view, instead of having to navigate to each individual person's profile to assign them a company.
We've introduced advanced settings for email and calendar management:
Auto-Create Contact Options: Choose when an email interaction should automatically create a contact. Options include:
Email Exclusions: Ability to exclude non-professional emails (e.g., Gmail, Outlook) and team emails (e.g., support@, team@) from being synced to the CRM.
Calendar Events: Auto-contact creation settings are now available for calendar events as well.
The timeline on every record page has been significantly improved. It now provides detailed updates for:
Our onboarding process has been streamlined to let you import your calendar and emails seamlessly. You can now also configure your privacy settings directly during onboarding, allowing you to choose between sharing content with your team or keeping it hidden.
To enhance privacy, you can now add specific email addresses to a blocklist within the "Accounts" settings. This feature prevents sensitive content from being synced to the CRM when corresponding with certain individuals. This can be particularly useful when managing sensitive deals.