Product Updates & Releases
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 →Pick contacts from your Sure Send database — all, by segment, or one by one — and invite them to search homes on your branded Connect site, with opted-out and already-invited contacts skipped automatically.
Read more →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 →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 →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 →On contacts with many custom fields, the Custom Fields panel no longer spills over and overlaps the sections below it.
Read more →The dashboard Total Leads tile counted 0 for some teams even though contacts existed and per-stage counts were correct. It now counts every active lead.
Read more →Changing a contact's stage no longer clears the Assigned To field.
Read more →
