Bug Fix
Referral Webhooks Now Fire for In-App Referral Actions
Referral webhook events now fire for referrals created, accepted, declined, or closed in the app — not just those handled through the Partner API.
Read more →Changelog
Product Updates & Releases
Bug Fix
Fixed missing email history in the mobile app
Contact email history now appears correctly on iOS and Android, including older emails loaded as you scroll.
Read more →
Feature
Find contacts by address in the search bar
Type a street address, city, or zip into the main search bar (Cmd+K) and jump straight to the matching contact — partial addresses work too.
Read more →
Bug Fix
Fixed time selector missing in Firefox on Calendar, Task, and Appointment date/time fields
The time input on date/time fields was invisible in Firefox. Date and time entry now works consistently across Chrome, Firefox, and Safari.
Read more →
Bug Fix
Fix lead sources re-archiving overnight and understated contact counts
Manually unarchived lead sources now stay active instead of silently re-archiving overnight, and a source's contact count now reflects contacts added via CSV import.
Read more →
Feature
Pull soft credit scores right from a contact
Connect your iSoftpull account to run FCRA-consented soft credit pulls from a new Credit tab on any contact. Returned bureau scores land directly in your custom fields — no hard inquiry, and the applicant's date of birth is never stored.
Read more →
Bug Fix
Fix Outlook emails failing when sending to multiple recipients
Emails sent from a contact record through a connected Outlook account now deliver correctly when the To, Cc, or Bcc field contains more than one address.
Read more →
Feature
Bulk-tag companies, filter by tags, and see each contact's company
Tag many companies at once, filter the Companies view by one or more tags, and add a Company column to your People lists so you can see who works where at a glance.
Read more →
Bug Fix
Fix Smart List filters returning the wrong contacts
Several Smart List filters — Days Since Last Contact, the Time to First… filters, Days Since Last Activity/Event, Full Name Is Empty, and Source/Assigned To exclusions — now return the contacts you'd expect instead of silently dropping or over-including people.
Read more →
Bug Fix
Email template usage counts now reflect every send
Email template "uses" counts now increment for sends from the composer, the inbox, automations, and newsletter campaigns — not just AI-assistant sends — so template performance numbers are accurate.
Read more →