About: New Features & Product Updates
Why This Matters
This article lists major product updates in reverse chronological order. Use it to see what's new or catch up on improvements you may have missed.
Product Updates
May 2026 – Important Dates
Track any recurring annual date for your contacts — policy renewals, loan anniversaries, home purchase dates, and more — and automatically trigger a workflow when each date arrives. You can also add an Important Dates widget to your dashboard to view upcoming dates at a glance.
May 2026 – Boards: Trigger Workflow on Manual Column Move
Moving a contact manually from one Board column to another can now trigger a workflow, opening up new automation possibilities for pipeline-based processes.
May 2026 – Deal List: Search by Deal Name
Search the Deal List page by deal name to find specific deals quickly.
May 2026 – Group Actions: Add Contacts to a Deal
Use Group Actions to add multiple contacts to the Related Contacts section of an existing deal in one step.
May 2026 – New Widget: Deal Summary
A new dashboard widget displays both the active deal pipeline and year-to-date closed deals in one view.
May 2026 – Boards: Add Column to Group Actions
Select all contacts in a single Board column and send them to Group Actions — making it easy to send an email, add a to-do, or perform any bulk action on everyone in that stage at once.
May 2026 – Mobile: Search by Email & Phone
Contact search on mobile now supports searching by email address and phone number in addition to name.
May 2026 – Advanced Search: Any Phone Is
The "Any Phone Is" advanced search now ignores phone number formatting and finds matches regardless of how the number was entered.
May 2026 – Tracking Scripts: Google Analytics 4 & Meta Pixel
If you need to track lead sources or measure ad performance, you can now add GA4 and Meta Pixel tracking scripts directly to your landing pages.
May 2026 – International Address Option
A new international address format is now available, using County and Postcode fields instead of City and Postal Code — better supporting users outside the US.
April 2026 – Modernized Group Actions
We’ve alphabetized the Group Actions menu to make navigation easier and clear the way for more tools.
April 2026 – Manage Boards in Group Actions
Add or remove groups of contacts to a Board in bulk. This makes managing your pipeline faster and more flexible as your database grows.
April 2026 – Who Did/Didn't Analytics
Our Email Blast reports now feature a "Who Did and Who Didn't" option. Right from the analytics screen, you can view lists of contacts who did not open your message or click a specific link. Our Email Blast reports now feature a "Who Did and Who Didn't" option. From the analytics screen, you can view lists of contacts who did not open your message or click a specific link. Keep in mind that while click tracking is highly reliable, open data is an estimate, as some email systems prevent open reporting.
March 2026 – Share Dashboard Layouts with Your Team
A Share option in the Edit Dashboard menu lets you distribute custom dashboard layouts to team members via a shareable link.
March 2026 – Share Saved Searches with Your Team
Saved searches now include a shareable link, making it easy to sync contact counts across your team and set up consistent dashboard widgets.
February 2026 – New Texting Platform
A modern texting platform is now available, built to meet current carrier requirements. You create your own account directly with a supported texting provider (TextMagic, ClickSend, or Twilio) and pay that provider for usage. The new system can run alongside the legacy texting product or replace it. Note: this system is texting only and does not include phone calling or call recording.
Learn more → Text Messaging (SMS) Overview
February 2026 – Save Contacts Without a Name
You can now save contacts without a first or last name. The system uses placeholder periods for required fields and automatically displays the best available information — such as email, phone, or company name — across the contact record, lists, and recent activity.
December 2025 – Email Content Quality Score
Every email template now includes a real-time content quality score that analyzes your message and flags common spam triggers and formatting issues before you send. Use it to optimize your emails for better inbox delivery.
Learn more → About: Email Content Quality Score
October 2025 – Wider Dashboard with 4-Column Layout
The dashboard has been significantly widened to make better use of modern monitor dimensions. When customizing your view, you can now choose between 3 or 4 columns of widgets to see more information at a glance.
October 2025 – Bulk Delete Open To-Dos via Group Actions
Select a group of contacts and delete all their open To-Dos at once using the new bulk action, keeping your task list focused after a project or campaign ends.
October 2025 – Admin Privileges for Any Team Member
You can now assign admin privileges to any team member regardless of their user type, giving them access to back-end settings like Workflows, Custom Fields, and database management tools.
October 2025 – Increase Contact Limits On Demand
Your contact limit can now be increased directly from within your account settings. Note: additional monthly charges apply.
October 2025 – Workflow Protection When Deleting a User
When a user is deleted, all their references in active workflows — including sending emails and texts, assigning contacts, and assigning To-Dos — automatically default to the account owner. Update your workflows promptly after removing a user to re-route actions correctly.
July 2025 – Contact Actions Menu Expanded
The Actions dropdown on the contact record has been expanded with additional capabilities. Add to Dashboard, Add to Board, and Print have also been consolidated into this menu for easier access.
July 2025 – Appointment Duration Display
When adding an appointment, the calendar now automatically displays the calculated duration as you select an end time.
May 2025 – Simplified Contact Import
Drag and drop your contact file to go directly to field mapping, with duplicate contacts automatically skipped based on email address. The Advanced Import remains available for more complex imports involving categories, tags, sources, or team database assignments.
May 2025 – Contact Edit Date and Last Edited By
Each contact now displays the date it was last edited and which team member made the change.
May 2025 – Landing Page Form Field Sort Order
Fields added to landing page and popup forms can be reordered, and data reports now mirror that exact field order in a redesigned table format.
March 2025 – Email Event Log Report
A new unified report lets you track email opens, clicks, bounces, opt-outs, and spam complaints over the past 24 hours, 7 days, or 30 days, displaying up to 1,000 contacts per view.
March 2025 – Email Engagement Dashboard Widget
A new dashboard widget shows email clicks, opens, bounces, and opt-outs from the past week. Click any metric to access the corresponding contact list.
March 2025 – Save Search as a Dashboard Widget
When saving a search, you can now immediately create a dashboard widget from it for ongoing tracking of that contact group.
October 2024 – Form Layout Customization
Landing page and popup forms now support three preset layouts — Horizontal, Vertical, and Grid — along with orientation options for choice fields and field width control in Grid mode.
Guide Type: Reference Guide Estimated Time: 5 minutes