Smarter contact management with deduplication and merging
Week 7, 2025 — February 10 to February 16
Say goodbye to duplicate contacts! FirstQuadrant now automatically checks for existing contacts during imports and new contact creation, using advanced identifiers and organization context. When a match is found, entries are merged—combining relevant details, restoring soft-deleted emails, and ensuring you always have the cleanest, most up-to-date records without manual clean-up. This update also introduces improved relevance filters and merging controls based on organization domains and connections, preventing accidental cross-org merges and keeping your outreach database organized.
Detailed processing status and regeneration for contact actions
Stay on top of your contacts with the new “processing” status for actions. You can now easily see which contact tasks or enrichments are in progress, filter your lists for actionable items, and manually trigger contact reprocessing with a single click using the new regenerate action button. An auto-refreshing popover shows processing progress and provides fast navigation between contacts, making management and troubleshooting more transparent and efficient.
Enhanced activity log management and copying
FirstQuadrant’s activity management just got an upgrade. Activity logs now support clear, detailed copying of calendar events and notes for easy sharing or documentation. You’ll also find new options for copying, dynamic deal name toggles, and improved deletion logging—giving you more control to manage and track your deal activities with precision.
Read-only mode for context panels
Review contact, campaign, and settings details with greater confidence using the new read-only mode in context panels. This makes it easy to audit or share information across your team without worrying about unintentional changes, while still preserving all important details in a clean, simplified view.
Improvements
- Pipeline forecasting is more accurate, with improved weighted value calculations—stages without won deals now use balanced, increment-based weights for better revenue prediction.
- Importing contacts is now safer and more robust, with raw data from sources preserved for troubleshooting and audits.
- Calendar events and notes can be copied in more detail, making it easier to track meetings, share information, or repurpose event content.
- Email signature styling has been enhanced for better readability, including zoom scaling for visual clarity.
- The app’s marketing homepage now features more dynamic, interactive screenshots and product animations powered by Framer Motion and mouse tracking.
- Organization, workspace, and badge displays have been refined, clearly indicating demo, test, or live status for better team orientation.
- UI experience has been improved throughout the app, including optimized animations for activity logs, refined label styling, and visually consistent hero and screenshots sections.
- Activity logs now use the accurate timestamp from event creation for more reliable record keeping and analytics.
- Contact property inputs for LinkedIn profiles are now visually aligned and use appropriate padding, improving readability.
- Workspace creation forms now use clearer “Company name” labels for a smoother onboarding experience.
- Activity logs are contextual—old conversations now display additional notes, and logs are invalidated and updated upon email sync for up-to-date timelines.
- Processing actions that are currently running are filtered from unfinished action counts, making dashboard stats more meaningful.
- Email send buttons and draft email controls now use clearer, more descriptive labels for both immediate and scheduled sends.
- Various smaller visual and interaction updates across activity bars, action buttons, and context panels provide a cleaner look and more intuitive workflows.
Fixes
- Improved deduplication for contacts and companies now accounts for organization context, significantly reducing accidental data overlap within shared platforms.
- Action bar positioning is now more visually consistent, minimizing layout jumps or misplaced controls.
- Exported activity logs are reset when transitioning statuses, fixing log clutter and ensuring cleaner task histories.
- Precise handling avoids creating duplicate employment or usage records for contacts, eliminating inflated or incorrect outreach stats.
- Sync issues for draft emails—especially for empty or removed emails—have been resolved for more reliable scheduled sending.
- Bug fixes in processing logic now ensure that updating an action to ‘processing’ always clears previous logs, preventing outdated activity displays.
- Avoids duplicate contact creation during contact update scenarios, ensuring database and UI consistency.
- Calendar event activities now correctly log the event’s actual creation timestamp (not the current date), resulting in more accurate CRM timelines.
- Miscellaneous UI tweaks address padding, max-width, and mouse tracking in interactive screenshot displays for a more polished look and feel.
- Prevents unnecessary label creation when only protocol details change in domain property values.
- Activity status changes and log cleaning now prevent stale or irrelevant history from appearing in workflows.
Behind the scenes
- Import data handling is now more advanced, with raw data preservation in the contact schema, improved Vector/RB2B parsing, and expanded transformation logic for richer data import support.
- Improved core logic for merging contacts, including restoration of soft-deleted emails and enhanced error handling/testing for merge and enrichment events.
- Weight calculations for deal stages in pipeline logic have been redesigned for stability and forward compatibility.
- Centralized routing and API base path configuration streamline backend service management and route consistency.
- Significantly improved deduplication query generation functions, refactoring for both clarity and type safety.
- Added new advanced field validation and URL parsing in import schemas, supporting nullable and flexible values for diverse integration scenarios.
- Read-only context panel support added to multiple UI routes, decoupling render logic for read-only vs. editable views and improving code maintainability.
- Streamlined project directory and dependency cleanup, with major efforts to remove unused packages from both frontend and backend, optimizing build and deployment processes.
- Consolidated and centralized global configuration for production and sandbox environments, unifying checks for environment logic and deployment consistency.
- API project structure and routing have been completely migrated to a centralized backend package for simpler maintenance and faster development.
- Sandbox mode for organizations is now fully supported, including toggling, UI indicators, and backend schema updates.
- New scripts and developer tools added for automated unused dependency detection, improved build processes, and faster project onboarding.
- Activity management backend is further optimized—batch deletion, sync after updates, robust error logging, and improved idempotency for merge events.
- Improved handling for Next.js, Vercel, and region selection logic, supporting seamless deployment in multi-region/tenant scenarios.
- Marketing and web app visuals, including fonts and backgrounds, have been upgraded—Geist font is now used for a more modern look and subtle gradients enhance theme transitions.