What’s new?

June.so integration: your product data inside Attio

You're now able to integrate your product data into Attio using June. This process just takes a few minutes.

No reverse ETLs or data warehouse required, and you'll have a single source of truth for your CRM and product data.

Read more about the integration on our blog. To set up the integration, check out help center article.

Record creation attribution

You are now able to tell which integration is responsible for the creation of a record in Attio, in addition to team members.

For example, one company record could be created by the Attio system (Email sync), another from an integration (e.g. Segment) and another manually by a fellow teammate.

Next due task

See when the next task is due for any record. Simply add the new next due task attribute on any table view to gain a clear understanding of your timelines.

Full inbox sharing

You can now share full access to a synced email account with the rest of your workspace.

This means emails from inboxes with this option selected will be visible to everyone in the workspace, without them having to request access to each email individually.

You can also choose share permissions on an individual level. For example, one team member can have full access, and another subject line and metadata access.

Changelog (August 17, 2023)

Updates, fixes and improvements for August 17, 2023:

• Added ability to filter Tasks by Record ID via our API, making it simpler to fetch all Tasks associated with a given Record.
• Extended support in our reporting tool for the Deals standard object.
• Updated our Object and Lists settings pages so that they are only accessible by admins. This ensures that extensive, workspace-level updates can only be made by an admin.
• Implemented new designs for invalid filters and sorts, making the issue and how to fix it more clear to the end user.
• Extended support for drill-down attributes to our mobile app, allowing you to take full advantage of any relationships you have established. For example, you can now pull company data into a people list or deal data into a company list while on mobile.
• Added comment counts to record pages, allowing you to easily see if there have been any comments made by team members without having to click into the comment thread.
• Made a few helpful updates to our “Relationship” attribute, including autofilling the name of the attribute based on the definition of the relationship. For example, a “Relationship” attribute that links deals and people would be automatically named “Associated Deals” on the person record.
• Fixed a few bugs on the record timeline that were affecting list attribute updates and calendar events.
• Cleaned up the UI for the Dashboard and Report settings pages to remove bugs.
• Removed an unneeded, horizontal scrollbar that was present for “Connected Accounts” within the “Email & Calendar” settings page.
• Fixed a bug that caused popover menu backgrounds to be missing.

New activity timelines

We’ve rolled out new activity timelines on record pages. From new icons to better visual organization and clarity, timelines are more consistent, intuitive and beautiful than ever before.

In terms of new functionality, months are now collapsable, so you can get to the events you care about faster. Calendars events now show the status of the event as well.

Attributes for linked objects

We’ve just shipped new drill-drown features for our attributes. This means you can now display attributes for any linked objects directly in a list, instead of having to navigate through record pages to get that information.

For example, if you have a list of people and you’d like to add the estimated ARR of their company, you can simply add Company > Estimated ARR

You can surface any company attribute to a people list, or vice versa.

Relative time formatting

Relative time formatting is now available in table views.

This means you can choose how you want to display your dates as relative time (e.g., 4 days ago) or absolute time (July 9, 2023). Just click on any date attribute and select Formatting > Relative.

This is particularly useful when managing workflows that require tasks and follow-ups.

Changelog (July 13, 2023)

Updates, fixes and improvements for July 13, 2023:

• Added OAuth support for generating access tokens, a key necessity for any third-party tool building a public integration between Attio and their product.
• Refreshed the design and functionality for the Record and Entry details sheets in our mobile app, which now make it possible to start a comment thread.
• Shipped an improved version of the search experience within our Chrome Extension. It has a new look and feel and the search window now takes up the whole available space so it doesn’t feel quite as cramped.
• Added new Admin capabilities for our Enterprise customers that allow Admins to easily understand List access across their team, see the mailboxes and storage accounts each member has connected, and view when each member has last logged in.
• Improved the boot-up speed of our mobile app.
• Fixed a few design bugs and UX glitches in our web app.
  

New comments system

We've just shipped our beautiful, new comments system in Attio. Engage with threaded commenting, emoji reactions, comment history, and more.

Changelog (June 22, 2023)

Updates, fixes and improvements for June 22, 2023:

• To help new users onboard and understand the product, we've made a few changes when a new workspace is created that include new default views with enriched company data and an example report.
• Shipped endpoints in our API for listing Tasks and deleting Notes and Tasks, expanding our customer’s ability to integrate other systems with Attio.
• Added descriptions and examples for each type of webhook subscription, improving our customer’s ability to troubleshoot integrations that leverage webhooks.
• Fixed a bug with our cookie banner on our website that was preventing certain parts of the page from being clicked.
• Updated our API docs to include endpoints specific to People and Companies, which will make the process of building an integration with Attio simpler and less abstract.

Relative date filtering

Our new relative date filters give you more flexibility in visualizing data and allow you to better keep track of your business in real-time.
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⁠You can now filter views and reports based on a relative time period (e.g., one week ago, one week from now) rather than a static date.

This means that your views and reports will dynamically adjust in real-time, letting you focus on nurturing leads and closing deals instead of date management.

Mobile list sorting

We’ve taken our powerful sorting engine and brought it to our mobile app. That means you can now easily adjust how your records are sorted – whenever you need, wherever you are. Just tap the sort icon at the top right to get started.

Trigger test webhook events

No more guesswork with your webhook events. We've launched the ability to send test events to your target URL, meaning you can ensure your server properly handles events without affecting your real in-app data.

Improved API functionality

We’ve recently added a new delete record endpoint to our API. This is especially useful for customers who want to programmatically clean up imports and makes it even easier to keep Attio in sync with the rest of your stack.

Changelog (June 1, 2023)

Updates, fixes and improvements for June 1, 2023:

• Implemented an indication of “Read-only” table cells and columns so that it’s clear what data you have permission to edit, making collaborating with teammates even more seamless.
• Added support for the Australian Dollar (AUD) and the Canadian Dollar (CAD) so that more of our customers can accurately reflect dollar amounts in their local currency.
• Improved the examples provided in our Developer Docs so that it’s easier to integrate with Attio without running into syntax or formatting errors.
• Fixed a small error in our API that occurred when updating an Attribute’s value, improving the process of keeping Attio in sync with your other systems.
• Shipped various layout and design updates to our Developer Docs, improving ease of use and readability.
• Fixed a broken, in-app link to our Help Docs that was causing customers to navigate to our 404 page, ensuring that you can find the answers you need to product questions you may have as you use Attio.
• Refreshed the design of a few minor elements of our Reporting tool that will improve ease of use.
• Fixed a bug that was preventing invoices from being downloaded so that customers can continue to keep their own record of Attio invoices.
• Updated our merge functionality to fix a bug that was preventing records from being merged.

Webhook updates

Our webhooks now support more event types than before, including creation, updates, and deletion for lists, list entries, list attributes, records, notes, objects, and tasks.

With these new capabilities, you have the tools to trigger actions across a wider range of scenarios.
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⁠To help you focus on what matters, we've also fine-tuned our event filtering capabilities. Using the API, you can choose to receive updates on just one or a few important attributes, so you're not overwhelmed by less relevant events. 

Enhanced permission controls

You are now able to see permission access on every list in a workspace that you have access to, making it much simpler to manage access and collaborate effectively within your team.

Report and list duplication

It's now possible to duplicate both lists and reports, meaning you can easily use any list or report as a template to create variations. Simply click ... and then Duplicate.

Changelog (May 18, 2023)

Updates, fixes and improvements for May 18, 2023:

• Introduced a rate limiter to our webhook system that allows for more manageable delivery of events.
• Fixed a small bug that occurred when inviting a member to a Workspace, improving the experience of onboarding your team to Attio.
• Updated certain country names that didn’t conform to the ISO 3166 standard, making it easier to filter your lists, records, and reports by location.
• Edited API docs to improve readability and comprehension.
• Shipped several updates to improve performance of our API.
• Made corrections to certain list templates.
• Added a button to create a new record when updating the Team or Company tab of a record.