A rundown of the latest Attio features, product enhancements, design updates, and bug fixes.
We've just launched All Records, a feature that is not just new to Attio but also completely new to CRM.
Starting today, Attio now gives you an instant global view of every single person and company you and your team have ever interacted with.
No data input is required, and every record is updated in real-time and enriched with relationship intelligence data.
You can organize, filter, and view your records in any combination and create new collections at insanely fast speeds.
This is a really big deal and only possible because of Particle, our amazing underlying data architecture. Particle processes data in real-time using parallel computation, allowing us to deliver the fastest and most flexible CRM ever.
Learn more about All Records here.
You can now create attributes that work across your entire workspace. Before now, attributes stayed contained to your collection, but now record attributes are accessible across every collection and profile. That means that if you update them in one collection, they’ll be updated in another!
If you’re an admin, head to your workspace settings to start creating them.
No part of Attio goes unnoticed when it comes to continual improvements and polish. This time we’ve redesigned the sidebar. The new design means that it’s possible to fit more information into a sleeker and easier to use form.
We’ve added even more ways to filter and sort views, this time with a focus on communication data. You can now use properties like ‘Last meeting with’, ‘Next meeting at’, and ‘Time in status’!
Another quality of live improvement. Each entry’s status can now be updated from the ‘...’ context menu on its kanban card. This makes it easier to move cards across significantly wider kanban boards and means you’ll no longer need to have status as a visible attribute.
We think sweating the small details is just as important as shipping big features. To celebrate that we’ve given our settings pages an overhaul. We’ve moved them from pop-ups to their own dedicated pages and given everything a new lick of paint.
We’re proud to announce that we’ve passed ISO 27001 certification with zero issues flagged by the auditing team!
If you or your team would like a copy of the certificate then don’t hesitate to get in touch.
Notes are now available in our Android and iOS apps!
They're currently just read-only but we'll soon be introducing the ability to create new notes and edit old ones.
We've been teasing this one for a while! After months of hard work dashboard views are now in open beta. Easily build beautiful reports on top of collections' data and start sharing them with your team.
Contact’s social handles are now viewable as attributes on tables and kanbans.
They’re also now fully-supported by the CSV importer and can be independently updated.
You can now access every note in your workspace, directly from the sidebar. The new Notes page will show you every note, sorted by date created. Custom filtering, sorting, and grouping are in the works and will be released soon!
Collection permissions have been expanded to allow for more intricate permission settings. Now you can choose between giving team members full, read and write, or just read access to your collection data.
We've updated the way that teams are displayed, increasing information density and making the tab a lot more useful. Each member is now entered into a table view and sorted by descending connection strength.
Notes can now be created from templates!
Templates can be built from any of the current note blocks, and you can create as many as you like.
Select and manage your templates from the command menu or inside the note editor.
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.
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.
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.
We're huge fans of shortcuts so we've extended them to the note editor.
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.
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!
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.
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!
From email attachments through to cloud folders, all PDFs and image files can now be previewed directly in Attio.
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.
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.
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.
We've updated the way kanban labels are displayed to help increase how much information is shown, while also making them easier to read.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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
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.
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.
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.
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.
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!
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
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.
You can now sign in to Attio without a permanent password.
Here's how it works:
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.
