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@@ -7,10 +7,13 @@ Date: 2024-06-14
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The timeline on every record page has been significantly improved. It now provides detailed updates for:
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- Record creations
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- Field updates
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- Received emails
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- Created calendar events
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Record creations
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Field updates
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Received emails
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Created calendar events
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@@ -24,4 +27,4 @@ Our onboarding process has been streamlined to let you import your calendar and
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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.
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@@ -13,12 +13,17 @@ You can now edit one-to-many relations directly from the "many side". This means
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# Advanced Email and Calendar Settings
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We've introduced advanced settings for email and calendar management:
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- **Auto-Create Contact Options:** Choose when an email interaction should automatically create a contact. Options include:
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- People I've sent emails to and received emails from
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- People I've sent emails to
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- Don't auto create contact
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- **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.
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- **Calendar Events:** Auto-contact creation settings are now available for calendar events as well.
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**Auto-Create Contact Options:** Choose when an email interaction should automatically create a contact. Options include:
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People I've sent emails to and received emails from
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People I've sent emails to
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Don't auto create contact
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**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.
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**Calendar Events:** Auto-contact creation settings are now available for calendar events as well.
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@@ -5,17 +5,21 @@ Date: 2024-07-11
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# Enhanced Kanban Board
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- **Edit Kanban Stages:** You can now edit Kanban stages directly from the app, not just from the settings. This makes it easier to manage and customize your workflow on the fly.
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- **"No Value" Column:** Cards that are not assigned to a specific value will now appear in a "No Value" column. This column can be shown or hidden as needed, ensuring no cards are overlooked.
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**Edit Kanban Stages:** You can now edit Kanban stages directly from the app, not just from the settings. This makes it easier to manage and customize your workflow on the fly.
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**"No Value" Column:** Cards that are not assigned to a specific value will now appear in a "No Value" column. This column can be shown or hidden as needed, ensuring no cards are overlooked.
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# Revamped Navigation Bar
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Navigate more quickly with our revamped record page navbar:
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- Navigate directly from one record page to another.
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- View the total number of records within a view.
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- Easily return to the corresponding index view with a new "Close" button.
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Navigate directly from one record page to another.
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View the total number of records within a view.
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Easily return to the corresponding index view with a new "Close" button.
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@@ -23,4 +27,4 @@ Navigate more quickly with our revamped record page navbar:
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You can now delete up to 10,000 records at once. (For when you want to Marie Kondo your database! 🧹)
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@@ -5,16 +5,19 @@ Date: 2025-03-17
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# New Side Panel
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- **Quick Access to Records**: Side panel lets you view and edit records without leaving your current page.
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- **Keyboard Navigation**: Navigate the side panel with keyboard for better accessibility and faster workflows.
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- **Pinned Actions**: More actions now displayed directly in the navbar for easier access.
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**Quick Access to Records**: Side panel lets you view and edit records without leaving your current page.
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**Keyboard Navigation**: Navigate the side panel with keyboard for better accessibility and faster workflows.
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**Pinned Actions**: More actions now displayed directly in the navbar for easier access.
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# Admin Panel
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- **App Health Check**: Added a health check feature to the admin panel. Now shows real-time status and key metrics.
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- **Environment Variables**: Admin panel now has read-only access to environment variables. Better transparency, easier config management.
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**App Health Check**: Added a health check feature to the admin panel. Now shows real-time status and key metrics.
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**Environment Variables**: Admin panel now has read-only access to environment variables. Better transparency, easier config management.
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@@ -8,8 +8,11 @@ Date: 2025-07-10
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You can now run workflows on many records at once. Previously, manual workflows could only be triggered one record at a time. This change improves productivity for bulk operations.
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With the ability to trigger workflows on many records, you can now:
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- Send bulk emails to selected contacts
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- Update many records with the same workflow logic
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- Process batches of data more efficiently
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Send bulk emails to selected contacts
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Update many records with the same workflow logic
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Process batches of data more efficiently
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