Groups Management v2

Features

  • Group bulk actions, copy/move contacts between groups, bulk delete contacts in group
  • Group details view with contact list and search
  • Improved group sync performance and caching
  • Added support for cross-referencing groups

Bugs Fixed

  • Fixed issue certain hotkeys not registering
  • Fixed issue with Combo groups not updated in real-time

Backend Bug fixes

Bugs Fixed

  • Better handling of merging isDefault or field type (work, home, etc )
  • Better handling of icloud and google throttling, retries
  • Fixed contact onboarding count sometimes not updated
  • Fixed contact group sync failure with Google when name conflicts by merging
  • Fixed pending contacts not loading using delegated user
  • Fixed MSA smart groups sometimes fail to auto update

Bug fixes and performance improvements

Bugs Fixed

  • Faster import, fixed UI bugs, empty states, loading progress
  • Fix some dupe not showing up
  • Import logic, accounts “stuck” at matching

Mail merge, email template and more editor commands

Features

  • Mail merge enhancements with customizable individual messages.
  • Save any draft or message as a template.
  • Send any contact as a vCard attachment, select only the fields you want to share.

Bugs Fixed

  • Fixed error when sending large emails (>400kb).
  • Fixed performance issues with lower powered devices.
  • Fixed auto shrinking sidebar behavior when resizing window.
  • Fixed crash when converting prospect to contact.

New Homepage and Building in the Open

Features

  • New homepage with improved navigation and layout
  • Building in the open with public blog and changelog

Message Search and Unified UI

Features

  • Faster search for messages
  • Unified UI for email and drafts

Note Editor and Contact Onboarding Improvements

Features

  • Note editor with new UI and formatting options
  • Experimental backlinking support for notes
  • Improved contact onboarding with better handling of missing data

Combo Group Enhancements and UI Improvements

Features

  • Combo group enhancements with new UI for managing groups
  • Improved group sync performance and caching

Bugs Fixed

  • Fixed issue with combo group not updating in real-time

Fast Edge Cache and Scalable Email Scheduling

Features

  • Cache all user data snapshots at the edge, with live updates
  • Scalable email scheduling with option to undo send
  • Scheduling and individual tracking for Mail Merge

Email Campaigns and Email Tracking

Features

  • Email campaigns for sending bulk mail merges
  • Email tracking for open and click rates
  • Smart tracking pixel that supports iCloud and Gmail

Bugs Fixed

  • Fixed issue when sending large email content to large number of recipients

Scalable Email Queue and UI Improvements

Features

  • Scalable email queue for sending large email campaigns
  • Fast frontend cache, instant edits while data syncs in the background

Bugs Fixed

  • Fixed Dedupe UI inconsistencies

Email Templates and Email Scheduling

Features

  • Email templates for quick email creation
  • Email scheduling for sending emails at a later time

Bugs Fixed

  • Fixed issue with email drafts not saving

Rich Text Editor and Mail Merge

Features

  • V2 rich text editor for notes and email, commands for formatting
  • Mail merge preview, with error checking for missing fields

Bugs Fixed

  • Fixed styling inconsistency rendering from editor to email
  • Fixed CSV import sometimes not able to scroll
  • Fixed delegated user sometimes not getting real-time updates

Email Editor

Features

  • v1 email editor, Composer UI
  • Support sending emails to TD contact groups

Backend Performance and Sync Improvements

Features

  • Improved sync performance for large groups
  • Auto contact enrichment for new contacts, adds company, missing name and Linkedin url

Bugs Fixed

  • Fixed issue with contact edits not reflecting in search results
  • Fixed delegated user sometimes not getting real-time updates

UI Performance

Features

  • Faster search UI with improved caching
  • Improved search performance

Bugs Fixed

  • Fixed app crash for heavy users with 10k+ contacts

Group UI and Contact metadata

Features

  • Added handling of leap day in Smart Group rotation
  • Added metadata for contacts with live update
  • Add support for combining and cross referencing groups

Group Sync and Search Improvements

Features

  • Enhanced Group UI with combo group sync, allowing users to add specific contacts and sync all to clouds
  • Faceted search, save search as group, improved search performance

Bugs Fixed

  • Fixed Pg db pool connectivity issue.

Sync Improvements and Group UI Enhancements

Features

  • Deduplication now returns high, mid, and low confidence matches
  • Improved handling when names match but contacts lack email or phone
  • Faster search and loading with better caching when using combo groups
  • Optimized search index and moved data handling out of app state into frontend database
  • Significantly reduced memory usage from 400-500MB to 50MB in Contact UI
  • Updated database engine on iOS using FTS5 for search
  • Upgraded Apple Sign-In and Google Auth to latest versions on iOS

Bugs Fixed

  • Fixed remaining LinkedIn x-apple links that were part of "IM" instead of "Web"

Dedupe Enhancements and New UI Features

Features

  • Implemented better string diff logic in deduplication
  • Improved dedupe UI for cases with more than two duplicates
  • Introduced new format for merge ledger to track matches marked "not dupe"
  • Added logic to reduce spouses matched as duplicates
  • Exposed mid and low confidence matches on backend

Bugs Fixed

  • Fixed bug in name diff when duplicate has either first or last name missing
  • Fixed bug in phone number matches, elevating "preferred" phones to high confidence match

Google Auth Updates and iOS Improvements

Features

  • Released new UI on iOS with better handling of JavaScript and main threads
  • Fixed memory leak on iOS
  • Implemented new sync strategy to avoid duplicates from iCloud and device
  • Enabled resumeable background downloads and background upload of device contact snapshots
  • Enhanced background task handling to fetch updates on iOS

Bugs Fixed

  • Fixed issue where collaborators may not see real-time updates
  • Fixed cases where search index is not updated immediately after editing

Web Frontend Performance and iOS Enhancements

Features

  • Used multi-threaded web workers to offload compute-heavy tasks in the browser
  • Revamped UI elements on iOS

Bugs Fixed

  • Fixed dedupe UI bugs related to email case sensitivity and address matching
  • Fixed prospect issues with wrong company name and LinkedIn data
  • Fixed sign-in page loading issues requiring manual refresh

Performance Improvements and Background Workers

Features

  • Offloaded compute-heavy tasks to web workers for contact snapshots, prospects, pending contacts, duplicates, and contact metadata
  • Moved search indices to worker threads
  • Made auto prospect conversion opt-in per account
  • Implemented better retry logic for Gmail and Google Calendar

Bugs Fixed

  • Fixed loading state on contact list and debounced initial contact import tasks
  • Fixed minor bug when merging contacts with null fields
  • Resolved issue where contacts were not always updating without full page refresh

Metadata Search and Group Management

Features

  • Fixed group merge during initial import where smart groups were overridden
  • Filled missing contact names using Apollo/PDL preview data
  • Made metadata searchable, including gender and industry
  • Parsed locations in named entities

Bugs Fixed

  • Fixed performance issues causing initial load to be slow
  • Fixed issue where duplicates were not shown (backend fix deployed, UI fix pending)
  • Worked around memory leak in Dexie causing "DB closed" error when signing out

Sync and iOS Stability Enhancements

Features

  • Fixed sync attempting to update Google read-only contacts
  • Auto-renamed Google groups if conflicting with iCloud groups
  • Adjusted deduplication logic by lowering significance of company and job title fields
  • Updated iOS with new SDK and certificate
  • Fixed permission issues regarding contact notes on iOS
  • Implemented new search API
  • Fixed caching of calls to internal services and added authentication
  • Fixed metadata filtering on vector store

Bugs Fixed

  • Fixed crash on iOS when loading large number of contacts by chunking data
  • Fixed contact metadata task exiting prematurely due to a bug in Sentry SDK

Prospect Automation

Features

  • Prospects are now auto-created as contacts if the user replied
  • Auto-enriched contacts with metadata including company name, job title, and LinkedIn URL
  • Generated metadata such as gender, industry, and Twitter handle
  • Made metadata searchable and used to create smart groups

Bugs Fixed

  • Fixed possible duplicates when device and cloud sync are both enabled

Sync Hotfixes and Prospect Enhancements

Features

  • Finalized background fetch on iOS
  • Imported Google "Other Contacts" as prospects with enrichment using PDL preview data
  • Added UI to merge prospects into related contacts by name, email domain, or company

Bugs Fixed

  • Hot-fixed issue where groups were sometimes not imported during initial setup
  • Hot-fixed duplicates created after re-auth/re-matching/full sync
  • Fixed scheduled one-off tasks in AWS ECS not retried if failed due to resource constraints
  • Fixed low-probability duplicates not displayed
  • Addressed duplicates when device creates contact and syncs to cloud, then contact-fetch picks it up again from iCloud

iOS Background Fetch and Sync Modes

Features

  • Implemented background fetch on iOS (still working on reliability)
  • Device-bound sync can now run in parallel with cloud-bound sync
  • Introduced two sync modes: device as backup and device first
  • System decides which sync mode to use based on app usage

iOS TestFlight and Release Updates

Features

  • Prepared iOS app for TestFlight release
  • Resolved issues with duplicates when contacts are created on device
  • Adjusted contact matching and auto-resolution logic
  • Continued work on Google auth final approval for email and calendar
  • Added interactions to Contact UI (list of emails and calendar events)
  • Implemented contact metadata including gender, Twitter bio, and last interaction date
  • Developed typo-tolerant search on frontend

Bugs Fixed

  • Fixed group created on Google sometimes not syncing to the app
  • Fixed S3 bucket throttling and CSV import triggering SQS error
  • Fixed search sometimes returning empty results

Prospect UI and Backend Enhancements

Features

  • Prospect UI and Contact UI updates
  • Experimental device-bound sync and auto-matching on iOS
  • Upgraded to latest SDK on iOS for faster search
  • Adjusted matching logic to skip auto-mapping via metadata when necessary

Bugs Fixed

  • Fixed errors causing contact fetch to fail in backend sync
  • Fixed minor bug in dedupe UI matching logic
  • Fixed unnecessary re-renders and minor contact page issues
  • Auto-removed prospects if they already exist as contacts

Google Integrations Revamp and Contact Interaction Tracking

Features

  • Rewrote Google integrations for Calendar and Gmail
  • Implemented fast full sync and real-time partial sync
  • Added contact interaction tracking
  • Parsed people and organization keywords from notes in Contact UI
  • Implemented global cache and enrichment preview support
  • Added company data via Wikipedia

Merging Logic and Prospect UI Updates

Features

  • Auto-mergeable field for notes based on successful merging
  • Processed outstanding contacts not yet mapped
  • Completed Prospect UI with bug fixes and UI enhancements
  • Aligned Onboarding UI with Dedupe, reducing need for user interaction

Bugs Fixed

  • Fixed minor bug in search where phrase search was incorrectly applied

Data Enrichment and Bug Fixes

Features

  • Integrated data providers for contact enrichment
  • Improved caching setup for better performance
  • Enhanced stability on iOS with better home screen and faster search

Bugs Fixed

  • Fixed caching issues reducing round trips to the database
  • Fixed live data watcher not fetching using history ID

Contact Sync Improvements and Company Data

Features

  • Implemented new prioritization logic in production reducing RAM usage by 90%
  • Added company data lookup via email address
  • Filtered out free/disposable emails for data quality

Auto-Merge Notes and iOS Enhancements

Features

  • Implemented auto-merge of notes with better tokenization and sentence structure preservation
  • Added company data from multiple sources for fast lookup
  • Developed full-text search on iOS for fast on-device search

Bugs Fixed

  • Fixed upstream prioritization using too much memory by moving sorting to Postgres
  • Fixed authentication bugs, slow launch, and permission issues on iOS
  • Fixed background fetch on iOS (still requires more reliability improvements)
  • Fixed Twitter tagline scraper for contact metadata

Scaling Issues and Enrichment UI

Features

  • Moved services to Cloudflare for faster performance and cost savings
  • Developed new contact enrichment UI supporting additional data fields
  • Implemented Prospect search with integration to external data providers
  • During initial signup, auto-created user’s own contact from enrichment data to reduce onboarding friction

Bugs Fixed

  • Fixed bug in contact matching not finalized causing duplicates
  • Fixed address normalization bug causing loops during CSV import
  • Added rate limiting to onboarding to comply with Google API limits

Bug Fixes and Auto-Merge Improvements

Features

  • Moved contacts and partial updates to Cloudflare workers to handle load
  • Improved diffing to avoid empty change lists in Google integrations
  • Batch removing obsolete change lists
  • Enhanced auto-merge to preserve the order of contact fields

Bugs Fixed

  • Fixed partial updates failing under load due to payload size limits
  • Added rate limit to upstream processes

Group Onboarding Fixes and Logger v2

Features

  • Added auto match/merge during onboarding for safe merges
  • Improved deduplication logic for contacts without email or phone
  • Enhanced relevance scoring including birthday, dates, and relatives

Bugs Fixed

  • Fixed group onboarding issues where groups were not deleted or imported correctly
  • Fixed contact versioning under heavy load due to AWS SDK bugs
  • Addressed AWS deployment issues caused by intermittent CloudFormation bugs

User Onboarding and Google OAuth

Features

  • Improved Google OAuth flow and EUA dialog
  • Onboarded new users and tested data through latest matching logic

Bugs Fixed

  • Fixed race conditions when AWS DynamoDB stream is slow causing duplicates during onboarding
  • Fixed discrepancies in vCard IDs during group onboarding

Google OAuth Certification and UI Enhancements

Features

  • Added status, last synced time, and disable/remove options in Account UI
  • Improved stability and deduplication calculations
  • Enhanced UI with user feedback on first-time signup
  • Implemented search filters with specific field values and date ranges

Bugs Fixed

  • Fixed issues with not removing all vendor data as required by Google
  • Addressed search race conditions by debouncing indexing

Contact Sync Tooling and Frontend Cleanup

Features

  • Developed new tooling for contact sync with improved debugging and testing
  • Supported multiple Google accounts
  • Improved data handling on frontend with instant create, edit, delete actions
  • Implemented local cache, remote edge cache, live updates, and cross-tab consistency
  • Added preliminary offline support and ability to resume sync
  • Optimized search with new local database reducing memory usage by 70%

Bugs Fixed

  • Fixed Google issues such as duplicate contact IDs and group conflicts
  • Fixed previously failed iCloud uploads due to throttling

Mobile Sync and Memory Optimization

Features

  • Implemented search layer on device to power contact matching
  • Developed two-way transformers to convert contact formats without losing fidelity
  • Improved local storage performance by 20x
  • Stored copies of device contacts and records for on-device sync
  • Auto-switched sync to device when iCloud is throttled

Bugs Fixed

  • Fixed memory issues with search handling up to 12k contacts
  • Fixed access to iOS contact notes (pending TestFlight approval)
  • Handled rate limiting gracefully with exponential backoff

Infrastructure Updates and Dedupe UI Fixes

Features

  • Deployed new infrastructure to run sync with dynamic delay on retry
  • Enabled faster deployment and testing
  • Made the system fault-tolerant and running in production
  • Submitted mobile app to TestFlight
  • Improved Dedupe UI with options to merge all identical contacts and better matching functions

Bugs Fixed

  • Fixed UI issues such as contact list losing focus during data loading
  • Fixed background fetch on iOS where the system might kill the task before finishing
  • Turned off local cache causing data reload issues

Contact Fetching Enhancements and Error Handling

Features

  • Titledock CardDAV driver separating address propfind calls and vCard fetching
  • Improved error handling during throttling and handling large payloads
  • Implemented progressive initial fetching and chunked fetching for iCloud
  • Handled 503 errors when throttled
  • Introduced Sync Lock for operation management and retry awareness
  • Added ability to dedupe Google contacts before conversion
  • Implemented system-wide exponential backoff with tiered backoff strategies

Bugs Fixed

  • Fixed Google API issues causing duplicates when rate limit is exceeded
  • Addressed serious 503 errors on iCloud to prevent account disabling

Auto Conflict Resolution, CSV Bulk Import

Features

  • Handles iCloud/Google server-side updates
  • More reliable upload to iCloud/Google
  • CSV bulk import with auto column matching
  • Auto match columns

Bugs Fixed

  • Fixed sync loops when both iCloud and Google were enabled

Core Services Refactor

Features

  • Gmail metadata download (subject, to, from, date, headers)
  • Automated task for batch downloading historical data

Edge Cache v3 & Dedupe Improvements

Features

  • Edge Cache v3 for faster loading of contacts, dates, and locations
  • Faster partial indexing with single request loading
  • Better handling of real-time updates
  • Dedupe v3 with ledger for reversible merges and duplicate ignoring
  • Virtualized list for smooth scrolling through 1k+ duplicates
  • Better highlighting on hover

Bugs Fixed

  • Fixed intermittent issues when syncing multiple accounts
  • Fixed search index losing newly created contacts

Command Panel & Google Calendar Backend

Features

  • Command panel with search commands, quick edits, redirects, and chainable commands
  • Google calendar backend with real-time updates and channel expiration handling
  • Improved search with better memory optimization and modularity
  • Data refetch after sleep or network disconnect

Bugs Fixed

  • Fixed iCloud 403 vCard parse error with retries and proper error logging
  • Improved websocket connection keep-alive and singleton connection

New Sidebar and Smart Groups

Features

  • New sidebar link matching
  • Much faster location search with simplified UI
  • Date smart group with daily rotation and user time zone support
  • Smart groups auto-update based on contact changes
  • Export smart groups to CSV and vCards

Bugs Fixed

  • Fixed date parsing crashes when input is null
  • Fixed sidebar route matching logic

Location View and Keep-in-Touch Frequency

Features

  • Location view with cities and MSAs
  • Sync view as group
  • Bookmark contact feature
  • Keep-in-touch frequency settings (every week, every 2 weeks, etc.)
  • Search by company and location

Bugs Fixed

  • Google calendar auth issues

New Homepage and Bulk Edit

Features

  • New homepage, terms of service, and privacy policy
  • Security, logging, and monitoring enhancements
  • Task to wipe all user data

Bugs Fixed

  • Fixed use of revision date from contact instead of import date to auto-merge
  • Fixed "force sync" to force download of contacts from remote to Titledock

Dashboard and CRM View Backend Support

Features

  • Dashboard with dates of interest
  • Backend support for CRM view with custom contact groups
  • Logging and monitoring improvements
  • Bulk export/import to CSV and vCards
  • Search reindexing on contact creation/update

Bugs Fixed

  • Fixed long links in contact overflowing across page
  • Fixed auth redirect loop and loading state issues
  • Fixed collaborator search returning empty if contacts not fully loaded

New Sign-In Experience and Real-Time Websocket Enhancements

Features

  • New sign-in experience connected to waitlist
  • Better caching for contacts on Cloudflare
  • Local cache compatibility checks with auto-clear
  • Better handling of real-time websocket connections and keep-alive logic
  • Date reminders

Bugs Fixed

  • Fixed downstream sync errors with latest deployment
  • Fixed bulk issues on frontend

Apple Sign-In and Sync Management Onboarding

Features

  • Apple sign-in support
  • Sync management onboarding page with sync progress display
  • More sync badges
  • Support for read-only contacts (e.g., importing Google’s Other contacts)

Bugs Fixed

  • Fixed regression on contact update with simplified and faster logic
  • Fixed sync source marked for deletion still receiving uploads
  • Fixed various frontend bugs and upgraded dependencies

Dedupe UI Revamp

Features

  • New Dedupe UI with direct editing
  • Undo merged contacts feature
  • Task to wipe all user data for Google security compliance
  • Google contact setup UI
  • Incoming webhook for updating Titledock contacts from Zapier

Bugs Fixed

  • Fixed dedupe algorithm bugs
  • Improved websocket support
  • Enhanced contact cache and partial updates for speed

Dedupe v2 and Zapier Search Endpoint

Features

  • Dedupe v2 with significant speed improvements
  • Fixed issue where v1 missed duplicates with similar names
  • Cross-account dedupe 2x faster
  • Zapier search endpoint to lookup contacts via email or phone number

Bugs Fixed

  • Fixed endpoint for deleted contacts timestamp parsing
  • Fixed search reindexing on contact creation/update
  • Reduced unnecessary re-rendering in UI components

New User Onboarding and Delegated User Access

Features

  • New user onboarding flow
  • Google two-way sync with Gmail contacts and metadata
  • Better deduplication with faster processing
  • Zapier app with outgoing webhooks for contact events
  • Bulk CSV export/import with better formatting for nested values
  • User session replay for analytics

Bugs Fixed

  • Fixed sync not handling Google and iCloud revision dates properly
  • Resolved false positives of contact merge conflicts
  • Fixed real-time frontend updates reliability issues

New User Onboarding and Collaborator UI

Features

  • New keyboard shortcut handling with option key tooltips
  • Collaborator UI with permissions and expiration settings
  • User event tracking for search queries and opened contacts
  • DevOps improvements to local sandbox and AWS CDK v2 migration

Bugs Fixed

  • Fixed group filter not working
  • Resolved unit test failures
  • Fixed reindexing causing browser crashes

Analytics and Functional Testing

Features

  • New user signup with SendGrid integration
  • Cognito integration for user authentication
  • V2 of partial search reindexing reducing CPU load

Bugs Fixed

  • Improved conflict detection and downstream updates
  • Fixed formatting issues via forced resync
  • Fixed bad links affecting iCloud functionality

Export Features and Delegated User Access

Features

  • Export to CSV and vCard
  • Better handling of edge cache with Cloudflare CDN
  • Delegated user access with ability to invite others
  • Support for social and web links
  • Incremental search reindexing

Bugs Fixed

  • Fixed Chrome "Aw Snap" crashes
  • Fixed copy-paste issues in address fields
  • Fixed handling of raw data in notes with line breaks

Bulk Delete and Real-Time Contact Cache

Features

  • Bulk delete endpoint
  • Bulk group creation endpoint
  • Real-time contact cache generation for faster startup
  • Contacts list multi-selection for bulk actions
  • Draft of auto dedupe with pending table and special search index

Bugs Fixed

  • Fixed Chrome crashes by optimizing reindexing
  • Fixed long links overflow issues
  • Fixed handling of nulls in address fields

Edge Cache and Merge Conflict UI

Features

  • Contact edge cache served by Cloudflare CDN with secure auth
  • Silent reindexing of search for performance
  • Merge conflict UI with banner on contact details page
  • Simplified sorting and presentation for default fields

Bugs Fixed

  • Fixed contact creation network call dependencies
  • Fixed cases where "new" button didn't open contact creation
  • Fixed editing issues with the first contact

Contact Local Cache and Improved Websocket Support

Features

  • Edge cache for contacts with optimized payload size
  • Offloaded logic to edge for performance
  • Local caching for contacts with auto-refetch
  • Merge conflict UI

Bugs Fixed

  • Fixed support for line breaks in notes
  • Fixed postal code rendering issues
  • Fixed bug where contact list broke after deletion

Local Caching and Smart Input Formatting

Features

  • Local caching for contacts to prevent unnecessary data fetching
  • Smart input and formatting for date fields
  • Support for pasting and parsing entire address strings
  • Ability to mark and unmark fields as default
  • Added ability to clear search query with escape key or clear button