Product Updates & Releases
During a CSV import, a bad value in a URL-type custom field — two addresses in one cell, or a URL missing http:// — failed the entire row and the contact was never created. The field is now skipped and reported as a warning, and the contact imports with the rest of the row.
Read more →Team administrators can now set and enforce a shared Daily Contact Requirement in Win the Day.
Read more →Keep unknown callers in an inbox until your team decides to create a contact or block the number.
Read more →If you joined a team after a partner widget was turned on, its tab appeared at the end of a contact record but was missing from Tab Preferences, so you couldn't move or hide it. It now appears for everyone.
Read more →Assign contract milestones to primary pipeline stages so their tasks appear at the right time.
Read more →Numbers assigned through the Twilio provider offered a Call Forwarding Number field but no way to choose what happened to an incoming call. The four routing options that Managed Dialer numbers have are now on those screens too, with help text stating exactly what the platform does.
Read more →Home searches now combine listings filed under abbreviated and spelled-out versions of the same place name.
Read more →An automation step assigning a contact to a group used to show Completed even though the contact never moved, naming an owner who had not changed. Assigning to a group now actually works, a step that cannot assign reports Failed and says why, the contact is left exactly as it was found, and the assignment is recorded as the automation's own rather than credited to a person who did nothing.
Read more →A mapped Phone Type column was being applied loosely — several types were quietly turned into "Mobile", and on contacts already in your account the type was dropped altogether and showed as "Other". The type in the file is now the type on the contact.
Read more →Claim Reports now load normally when their date range includes contacts that were later deleted or merged.
Read more →
