Archive contacts
Week 20, 2025 — May 12 to May 18
Managing your contacts is now easier and more flexible than ever. You can now archive and unarchive contacts directly in the app, helping you keep your outreach lists clean without losing valuable information. Need to completely remove a contact? Use the new deleted contacts management page to review and restore deleted entries, ensuring you always stay in control of your data. All actions are now neatly tracked, with dedicated filters and improved action prompts—so staying organized and maintaining clean CRM records has never been simpler.
Enhanced bulk actions and multi-selection
Speed up your workflow with enhanced selection and bulk action capabilities. Quickly select multiple contacts, actions, or items at once using convenient shift-click functionality within lists. Perform bulk edits, deletions, or snooze actions in just a few clicks, complete with confirmation prompts to prevent accidental changes and loss of data.
AI credits tracking and tooltips
Never lose track of your AI usage! Your available AI credits now display as informative tooltips on key action buttons throughout the app—including areas where you regenerate suggestions or content. This makes it easy to see exactly how many credits you have left and helps you make the most of your plan.
Improvements
- The campaign dashboard now shows detailed sequence progress with an informative tooltip displaying the counts of completed, running, draft, and backlog sequences.
- Open and click tracking can now be enabled for draft emails, letting you see which messages your recipients are engaging with.
- Added a new “Snooze for 7 days” option to quickly postpone actions for later follow-up.
- Contact lists and tables now visually distinguish deleted contacts using strikethroughs and a trash icon, making it clear which entries are inactive.
- Added confirmation prompts when processing calendar events, emails, contacts, and tasks—giving you peace of mind before making changes.
- The contact management experience is improved with nested dropdowns and clear help text for contact deletion and archiving.
- Contact action labels and statuses across the app now use more intuitive and business-friendly terminology (e.g., “Draft” instead of “Sequenced”, “Backlog” for pending).
- You now have fine-grained control over follow-up email timing via a new configurable setting in General Settings.
- Improving readability: completed sequence percentages and campaign progress stats are now more accurately calculated and clearly displayed.
- Better error handling for queries and improved feedback on errors during action invalidation.
- Archived contacts are now filtered properly throughout the app, ensuring reports and lists are clearer and more accurate.
- Contact creation is now audited with a visible “creation reason” showing how each contact was added (manually vs. API), boosting traceability.
Fixes
- Improved labels and tooltips now make campaign sequence statuses clearer and more aligned with your workflow.
- Fixed inconsistencies and typos in onboarding messages for a smoother registration experience.
- Eliminated bugs causing internal contacts to incorrectly appear in CRM results unless explicitly requested.
- Addressed issues where related draft email activities did not have clear prefixes in activity logs, resulting in improved clarity.
- Cleaned up marketing site URLs for more reliable image display and loading.
- Fine-tuned table navigation, including new navigation props and better page/session state handling, resulting in a smoother experience.
Behind the scenes
- Added a new DeletedContact database model and backend logic to fully support archiving, deleting, and managing contacts, including related API routes and activity tracking.
- Refined backend logic and migrations to link organizations and deleted contacts and to track contacts’ archiving and deletion actions.
- Upgraded Docker build and code formatting setups to ensure backend reliability and consistent dev environments.
- Added tracking and improved audit logging for contact creation methods, as well as robust reasoning and “thought process” logs for sales-related calendar events and emails.
- Refactored data table logic and action management for easier maintenance and extensibility.
- Removed the unused “string-comparison” dependency and replaced it with a more performant in-house matching solution, reducing bloat and improving control.
- Improved Prisma integration, ensuring all database operations are handled consistently in Docker and production environments.
- Updated backend schemas to support open/click tracking options for organizations using email features.
- Enhanced backend support for new General Settings options, including follow-up seconds configuration and better user feedback for deleted contacts.
- Improved contact processing logic to exclude internal-only entries by default.
- Streamlined and refactored core UI and backend components for greater maintainability and performance.
- Adopted best practices in audit logging, backend permission handling, and navigation management across major app modules.