What's new

A rundown of the latest Attio features, product enhancements, design updates, and bug fixes.

Feature
Enhancement
Design
Fix

Importer field matching

The CSV importer now matches your CSV's column names to similarly named attributes in your collection.

We've added some fuzzy matching too, so even if the names aren't an exact match they'll still be linked together.

Feature
Enhancement
Design
Fix

Contact page overlay

Links to contact pages will now open in an overlaid window, on top of the view you're in.

Use your arrow keys or the buttons to tab through entries, or return to the view and your scroll position will be saved.

Feature
Enhancement
Design
Fix

Future calendar events

We've upgraded calendar syncing so now events up to a year in the future show up on contacts's activity feeds!

Future events can be found at the top of the activity feed, grouped together based on how far away they are.

Feature
Enhancement
Design
Fix

Update multiple attributes in Zapier

In version 1.0.11 of our Zapier integration we've changed how the 'Update Entry Attribute' step works.

Now you can update multiple attributes on the same entry, in the same step. The change will cut down on the number of repetitive steps and help save your Zapier task quota.

Feature
Enhancement
Design
Fix

Calendar activity events

The activity feed on a contact's profile now supports calendar events.

Every event your team's ever had is there, giving you an even better overview of each relationship's timeline.

Feature
Enhancement
Design
Fix

Note commands

We're huge fans of shortcuts so we've extended them to the note editor.

Now you can use / to see all of the editor's features and quickly select the one you need.

Feature
Enhancement
Design
Fix

Auto-create options

Manually creating all your possible attribute values before importing can be a real pain. To help speed up imports the importer now automatically extracts and creates kanban stages and select options for you.

Feature
Enhancement
Design
Fix

Contact tooltips

You can now get a summary of a contact by hovering over their name in tables and kanbans. We'll soon be adding even more places!

Feature
Enhancement
Design
Fix

Daily digest email

The first stage of our daily digest feature is now live. Every morning you can be sent a breakdown of the day's tasks and any overdue ones you missed. In the future we'll be expanding the digest to include recent note mentions, comments, and more!

Feature
Enhancement
Design
Fix

File previews

From email attachments through to cloud folders, all PDFs and image files can now be previewed directly in Attio.

Feature
Enhancement
Design
Fix

Quick-fire tasks

The task creation page now has a 'Create more' toggle. When it's on you'll be able to quickly create as many tasks as you need, without needing to reopen the window.

Feature
Enhancement
Design
Fix

Rich preview tooltips

Tables now have additional insights for communication events.

Both email and calendar events are hoverable and feature live video meeting links, participation states, and the ability to request viewing access.

Feature
Enhancement
Design
Fix

Collection view settings

We've added more options to collection's view settings to give you even more ways to fine-tune your data. Easily create, reorder, and hide attributes while immediately seeing the results.

Feature
Enhancement
Design
Fix

Kanban card updates

We've updated the way kanban labels are displayed to help increase how much information is shown, while also making them easier to read.

Feature
Enhancement
Design
Fix

Create note shortcut

The latest global shortcut, n, is here. Use it to start creating a new note anywhere in your workspace.

Feature
Enhancement
Design
Fix

Calendar integration

The calendar integration is here. Now all your calendar data will be tightly integrated into your workspace.

For launch we've included the ability to attach calendar events to notes, use event-based collection attributes, and view your day's events and attendees directly from search.

Read more about how you can use your calendar events.

Feature
Enhancement
Design
Fix

Add contacts from search

Sometimes a Contact you're searching for just isn't there so we've added a new Quick Action. Every search result will now give you the option of adding your search term as a new company or person.

Feature
Enhancement
Design
Fix

Create entry shortcut

There's a new global shortcut, e. Now wherever you are in your Workspace, you can start adding an Entry at the push of a key.

Feature
Enhancement
Design
Fix

Improved note previews

We've taken another look at Notes and improved the amount of information that's visible on the preview card. Now you'll be able to get a better grasp of your Notes, find the one you want quicker, and even see if someone's currently working there.

Feature
Enhancement
Design
Fix

Contact page update

A new layout for the Contact page has been implemented. It lets us fit more data onto the screen and significantly improves how that data looks at lower resolutions.

We've also given each of the sections a more prominent position on the page, along with individual counters for how much content is inside them.

Feature
Enhancement
Design
Fix

iOS app

Our iOS app is officially out of beta and available for everyone to download! It's incredibly feature-rich, with everything from Kanbans and Tables to emails and push notifications. And don't worry - the Android release is coming soon!

Feature
Enhancement
Design
Fix

Attribute settings improvements

The Attribute settings page has been updated to allow for managing individual Attribute's options and default value settings. To help you navigate Collections with a lot of Attributes you're now also able to search through them by name.

Feature
Enhancement
Design
Fix

Chrome extension update

With this latest update we've focused on upgrading the search experience. Your Contact's connection strengths will now appear in suggestions and search results, and we've also included a shortcut to the extension in the Gmail toolbar.

Feature
Enhancement
Design
Fix

New currency formats

Currency Attribute fields can now be set to US Dollars, Euros, and British Sterling, with the option of showing the currency's symbol, code, or name.

Feature
Enhancement
Design
Fix

Attribute default values

After being much requested, it's now possible to set default values for all of your Attributes. Once set up, new Entries will default to your chosen value when they're created. Attributes like dates and users can even be set dynamically.

Feature
Enhancement
Design
Fix

Entry search in Zapier

To increase the possibilities with our Zapier integration we've added the ability to search for Entries. This is key for integrations that update existing records or when you want to make sure you aren't creating duplicates.

Feature
Enhancement
Design
Fix

Resizable table columns

We've taken Tables' customizability to the next level and introduced resizable columns. To change the sizing simply drag the column's right edge, or double-click it to reset to the default size.

Feature
Enhancement
Design
Fix

Creating with the entry form

Previously when you created an Entry in a Collection, attributes could only be set afterwards. Now we've introduced a creation form. You can trigger it with ⌘ + K or by pressing the + button on Tables.

Feature
Enhancement
Design
Fix

Editing with the entry form

Similarly to the new creation form, we've introduced an Entry edit form. It lets you edit all of an Entry's attributes in a single place and supports all the usual shortcuts and hotkeys. Access it from Search or through ⌘ + K on Tables.

Feature
Enhancement
Design
Fix

Entry duplicate prevention

We've upgraded how new Entries are added to Collections. Now if the Contact already has an Entry in the Collection, you'll be prompted to prevent accidental duplicates.

Feature
Enhancement
Design
Fix

Enriched categories

To get more automated data into your Workspace we've launched enriched Categories. Now, whenever possible, your Contacts will have their Categories automatically pre-filled.

Feature
Enhancement
Design
Fix

Search sidebar

After all the positive feedback on Search, we've gone another step further and added the Sidebar. Now you'll get a live preview of each Contact's profile along with contextual shortcut actions.

Feature
Enhancement
Design
Fix

Connection strengths in search

Search now includes an easy visualization of each Contact's Connection Strength and we've also upgraded our sorting algorithm to take it into account.

Feature
Enhancement
Design
Fix

Importing with IDs

The CSV importer now supports Contact and Entry ID matching. It means it's now possible to update existing Collection Entries, add existing Contacts to a Collection, and add brand new Contacts with pin-point precision.

Feature
Enhancement
Design
Fix

Filtering and sorting

We've updated the way filtering and sorting is shown on Tables and Kanbans. Compound filters are now neatly tucked away and your sort method is much more prominent.

Feature
Enhancement
Design
Fix

Task updates

We've updated our task management system's ease of use and functionality, especially for shortcut fans.

All of the different input fields can be tabbed through and set solely with keys and you can now access the new task management window directly through Search.

Feature
Enhancement
Design
Fix

Quick actions

Building on the Search modal we've expanded its capabilities to include shortcuts for all of Attio's biggest features, and even included external links to things like support and API docs.

Feature
Enhancement
Design
Fix

Sticky notes

Notes can now be minimized into two new windows: pinned and minimized! While a Note is pinned or minimized you can navigate around Attio like normal, reopening or closing the note whenever suits.

Feature
Enhancement
Design
Fix

Dynamic page titles

Your browser's page titles will now dynamically update as you move through Attio.

Titles will show which Collection and View is currently open, or which Contact.

Feature
Enhancement
Design
Fix

Table view settings

Tables have been updated to include the new View Settings options.

You can now sort Tables by any of its Collection's attributes, whether they're shown on the Table or not.

Feature
Enhancement
Design
Fix

Workspace exports

If you're an Admin you can now export your entire Workspace into a zip file.

Everything is split into its own separate CSV file and will remain downloadable for the next 7 days.

Feature
Enhancement
Design
Fix

Chrome extension update

After such a great reaction to its release, we've gone back to the Chrome extension and added a further layer of polish. Updates include tweaks to the Contact page UI and Attribute fields. If you're not a user yet, download it here!

Feature
Enhancement
Design
Fix

Domain and email editing

We've introduced a new editing window for domains and emails. Now you can add, copy, and remove addresses all in one place. To top it off, we've also implemented it in Kanbans and Tables so you can edit directly inside your workflows.

Feature
Enhancement
Design
Fix

CSV importer

Get ready to import your data straight into Attio - the CSV importer is out of beta!

The new importer will guide you step-by-step through each import, letting you choose exactly what goes where. It can create new Attributes, add additional options, and even validate your data.

Feature
Enhancement
Design
Fix

Note indenting

Bulleted or numbered items can now be indented! Use Tab to add an indent and Shift + Tab to remove one.

Feature
Enhancement
Design
Fix

Chrome extension

Bring your Workspace into Chrome with our newly released extension!

Open the extension on any website to pull in all the relevant data from your Workspace. You can edit custom attributes, request access to emails, and search through historic activity. All your work is automatically synced with your team in real time.

If you're a Gmail user then it goes even further. Open it up while viewing a thread and it'll analyze the thread's participants and surface every related Contact.

Feature
Enhancement
Design
Fix

Collection API endpoints

We've released CRUD endpoints for Collections! The API now supports managing a Collection's Attributes, Views, and Members. If you're interested in integrating with Attio then check out our API documentation.

Feature
Enhancement
Design
Fix

Email forwarding improvements

Working with forwarded emails can be challenging. Each email client has their own way of forwarding and language configurations add even more complexity. With this update we've added support for all major email clients, and most major languages.

Feature
Enhancement
Design
Fix

Pinned views

Pinnable Views are here! After being much requested we've been working hard to add the ability to pin different Views to the top of your sidebar.

Your pins are unique to you, and won't affect anybody else's setup.

Feature
Enhancement
Design
Fix

Zapier integration

The Attio Zapier integration is up and running!

We're always striving to make sure that everyone, even people with no coding experience, can connect their tools to Attio. Now anyone can connect thousands of tools and build their perfect workflow.

Want to get started? Check out our top connections.

Feature
Enhancement
Design
Fix

Hideable kanban stages

You can now manage the visibility of each stage on your Kanban Views. Just go to 'View Settings' and click 'Hidden Columns' to toggle the visibility of each stage.

Feature
Enhancement
Design
Fix

Email loading times

We’ve reworked the way we store and process emails so you can load any amount of emails almost instantly. We’ve not sped our example up or preloaded any of these emails - it’s all 100% real and extremely fast.

Feature
Enhancement
Design
Fix

Domain and email attributes

You're now able to add domains and email addresses to Tables and Kanban cards just like other Attributes.

You can find them under the 'Details' section when adding a new Attribute to a Table or in the Record tab of the Kanban popover.

Feature
Enhancement
Design
Fix

Attribute management

We've updated how Attributes work across the entire platform, making them much easier to manage and restore.

You'll now find a dedicated Attribute modal on Collection pages and when adding Attributes. Here you can change the order your Attributes are displayed, view previously deleted Attributes, and restore them in a single click.

Feature
Enhancement
Design
Fix

Workspace settings

We've added the ability to update your Workspace with a touch of personalization. Admins can now change your Workspace's name and picture directly from the settings panel.

Feature
Enhancement
Design
Fix

Email notifications

You can now get notifications for @mentions, email access grants, and tasks assignments directly to your inbox. If you'd like to change how you're notified, visit the new 'Notifications' section in your settings.

Feature
Enhancement
Design
Fix

Task improvements

Tasks have been enhanced to dynamically group based on their due date. They'll first group into next week, then next month, future months, and next year.

We've also added the ability to uncomplete tasks because we've all been there!

Feature
Enhancement
Design
Fix

Kanban autoscroll

There's a new big improvement to Kanban Views: autoscroll. Now all Kanban boards will automatically scroll as you drag cards from stage to stage. The closer your card is to the edge of your screen, the faster the board will scroll.

Feature
Enhancement
Design
Fix

Note editor improvements

We've made some quality of life improvements to the Note editor. Along with some behind-the-scenes stability improvements, we've also added shortcut support for lists and headers. You can now create headers with # / ## / ### and lists with either 1. , * , or -.

Feature
Enhancement
Design
Fix

Company suggestions

Whilst the contacts in your team's inboxes cover the majority of people and companies you might want to track in Attio, sometimes you need to go off-piste.

Now, whenever you go to add a new Entry, Attio will automatically suggest relevant companies from outside of your Contacts.

Feature
Enhancement
Design
Fix

Activity feeds

Understanding context is a key part of making decisions. To give you a helping hand, we've added the Activity feed to all Contacts.

Everything you need to understand a Contact's history is now in a succinct timeline. Each event type has a unique icon and is completely interactive.

Feature
Enhancement
Design
Fix

App-wide updates

We've taken some time to tick some things off our to-do list. Our main focus was on quality of life improvements. Notes got a little polish, Table cells now support URL-recognition, and the Search modal received some fine-tuning

Feature
Enhancement
Design
Fix

Dark mode emails

Using products in dark mode, and then coming across a big patch of white is not only annoying but it can often break your flow. To make sure that using Attio is as smooth as possible we've performed a little magic. All emails, no matter their original colors, are transformed in dark mode.

Feature
Enhancement
Design
Fix

Interactive notifications

We've improved the Activity tab to add even more functionality.

You can reply to comments directly from the tab, respond to email requests, and jump straight to @mentions.

Feature
Enhancement
Design
Fix

Duplicate prevention

Avoiding duplicates in a CRM is difficult, especially with a team of people working in the same space. Attio does a great job of automatically merging almost all duplicates, but sometimes some slip through the cracks. So we've added duplicate prevention and Contact merging.

If you're adding Contacts and an email or domain is already in use, you'll be notified and get the option to merge the duplicates. You can also merge Contacts manually, even if they don't share any information.

Feature
Enhancement
Design
Fix

Collection templates

Getting started with a new product should be as easy as possible. To make sure everyone gets the most out of Attio we've added Collection Templates.

There are six templates to start. You can add them to your Workspace when you first log in or whenever you create a new Collection.

Feature
Enhancement
Design
Fix

Onboarding flow

Our new onboarding flow is now live!

We've been building on customer feedback and improved the way we get new users into Attio.

Amongst many improvements, we've polished our animations, added dark mode, and given everyone the option to invite their teammates in with them.

Onboarding is now quicker, easier to use, and ready for your team!

Feature
Enhancement
Design
Fix

Smart BCC

View your emails inside Attio, even if you can't connect your inbox.

Smart BCC gives your team a unique email address to send any email to. Forwarded emails will be synced to your Workspace, sorted to the correct Contact, and be added into your communication analytics. Plus, any sharing permissions you've set up for that Contact will work as normal.

To start getting your emails into your Workspace forward them to:
my-workspace-name@attio.email

Feature
Enhancement
Design
Fix

Comments

We've added inline comments to all Tables. Open an Entry's comments by clicking its speech bubble, then just start typing.

The chat supports font formatting, emojis, and @mentions. You can even tag other users to send a notification. Plus it's all real-time.

Feature
Enhancement
Design
Fix

Passwordless sign in

You can now sign in to Attio without a permanent password.

Here's how it works:

  1. Enter your email on the log in page
  2. We'll send an email with a magic link and temporary password
  3. You have 60 minutes to click the link or enter your temporary password

We've designed the system to be as easy as possible. Your temporary password will always be easy to read and even if you signed up through a service like Google, you'll still able to use passwordless sign in.