Overview

We did a major rework for how our grids work to prepare for a new set of features in the next few releases that we're very excited about.

Lock views so that users can't modify the filters or columns in the view. This improves the experience for teams using SigParser.

Only users with Can Manage Views permission can lock and unlock views. Views must be shared in order to be locked.

Users can copy a locked view and use it as their own version if they wish.

Create views with OR groupings of filters allowing more complex queries across Contacts and Companies grids.

Previously only some of the Company fields were accessible from the Contact grid. Now all of the Company fields are accessible on the Contact grid.

If you had Tags previously those have been migrated to custom multi-select fields and any view using them were migrated as well to use those new fields.

Relationship records are created for Contacts who only were sources from a mailbox. You can see these when viewing the Contact modal in the Relationships tab as icons on the rows.

⚠️ This feature must be enabled by support.

The best matching CRM Account algorithm can be configured to look at fields in the CRM to only consider specific Accounts based on a set of rules.

We have a new field for Job Level which is automatically set using our AI model to allow filtering down Contacts by a job level rather than searching various permutations of Job Title.

⚠️ Contact support if you want this feature turned on since this is still an early feature for us.

We've increased how long it takes for some of the common jobs to start. Previously there could be a 5 - 10 second delay for enrichment jobs to start. Now that has been reduced to less than 1 second in many cases.