June 15, 2026
In this edition
Archiving & Record Recovery
- Clear visual badges and styled rows for archived items make it easy to spot archived Companies, Contacts, and Campaigns in lists and tables.
- One-click Unarchive / Restore available from record detail panels so archived records can be recovered without leaving the context view.
- KPI counters on the Contacts page reliably reflect active records regardless of archive filters, removing confusion about metrics.
Duplicates & Merge
- Stronger duplicate prevention: creation flows now validate email and name across existing records (active and archived) to prevent accidental duplicate Contacts and Companies, while still allowing a soft "Create anyway" path for display-name edge cases.
- Inline duplicate warnings in the Add Contact / Add Company dialogs present immediate restore and merge actions so users can resolve conflicts before creating new records.
- Built-in Merge workflow in Contact and Company detail views consolidates relationships, accounts, campaign links and activity into a single canonical record and removes the source—all via inline confirmations (no nested modals).
- Merge safeguards and friendly messaging: merges show descriptive errors for email/domain conflicts, warn if the merge target will be un-archived, report partial-linking issues as warnings (not hard failures), and include the count of discarded duplicate account profiles in success messages.
- Search and merge results now return complete matching sets (no longer truncated), ensuring large workspaces can find and merge any record.
Search, Linking & Feedback
- Search now correctly handles special characters (commas, parentheses, backslashes), so queries behave predictably and don’t error on unusual terms.
- Linking between feedback and contacts/companies is more reliable: all matching contacts appear in linking popups and sidebar/tag views, and inbox rows update immediately when links are added or removed.
UI Indicators & User Feedback
- Creation dialogs show a live "Checking duplicates..." status next to name and email fields so users know when validations are running.
- Buttons and form states block submission when duplicate email or domain issues would prevent a valid save, reducing failed saves and confusion.
- Restoration, merge and partial-linking operations now surface clear, actionable toast messages and inline banners so users understand outcomes and next steps.
Capability Timeline & Performance
- The Capability timeline now preserves historical parent-child structures and metadata so past snapshots reflect the correct relationships and ownership as they were at that time.
- Playback has been smoothed and optimized: restored springy easing and snappier daily transitions in the Capability landscape, eliminated playback lag and freezing across date ranges, and resolved timeline tie-breaking for consistent scrubbing.
- Duplicate-named capabilities correctly retain feedback links and receive accurate rollup health scores, ensuring timeline analytics and health views are complete and trustworthy.