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