Changelog

New sidebar functionality and responsive UI

We have introduced a new sidebar functionality that is more responsive and mobile-friendly. Now, when you hover over the border of the sidebar, it will have an indigo highlight. Additionally, you can now collapse the sidebar to only see icons.

We have also added the ability to select the quick search and AI buttons, and tooltips next to the icons. This will make it easier for you to navigate and use the sidebar.

You can view the documentation on how to use the sidebar here

Create notes and share them publically

We are thrilled to announce a new feature that enables you to create notes and share them publically.

Simply navigate to the notes section and click the "Create Note and add a note" button. The note will be named "Untitled" and will be added to your notes list.

You can add an icon and a cover image to your note to make it more visually appealing.
You can link a property to your note to make it more informative and relevant and share it with your team or clients publically. We've also implemented a trash box to help you manage your notes.

If you've ever worked with a note-taking app, you'll feel right at home. This feature is designed to streamline the process of collaborating and sharing information with your team or clients. You can cascade notes to create a hierarchy of notes and have a better overview of your notes.

You can view the documentation on how to create notes here

Export to CSV

We are thrilled to introduce the ability to export data directly from your grid view. This new feature allows you to easily export your data to a CSV file, making it simple to share and analyze your information.

With this feature, you can:

• Export all records from your grid view to a CSV file.
• Filter columns to hide fields you don't want to include in the export.
• Ensure that your exported data is clean and organized.

This feature is designed to streamline the process of consolidating duplicate records, ensuring your data remains accurate and organized.

You can view the documentation on how to merge records here

Merge Records

We are excited to announce a new feature that enables you to merge records seamlessly within the grid view. Simply select multiple records and designate a primary record to merge them into. The merging records section also offers a preview of the attributes that will be combined. Once the merge is complete, an activity is logged in the primary record to notify users of the merge.

This feature is designed to streamline the process of consolidating duplicate records, ensuring your data remains accurate and organized.

You can view the documentation on how to merge records here