Product Updates & Releases
A new agent dashboard lists every client saved search on your Connect site with live engagement stats, filters and sorting, bulk pause/resume/archive, and one-click drill-down to each client's history.
Read more →Send a referral to any company contact by email or text — no Sure Send account required.
Read more →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 →Contact email history now appears correctly on iOS and Android, including older emails loaded as you scroll.
Read more →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 →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 →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 →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 →A new Section Manager lets you toggle and drag-to-reorder the sections on any Connect page, alongside live color and font editing.
Read more →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 →
