Recent app updates

We’re hard at work building a modern CRM. We typically release updates on a weekly basis, and the most notable new features are documented here. Follow this page and our Twitter feed for the latest updates. You can also subscribe to an RSS feed of updates.

September 20, 2016

New features

  • Added a current [day, week, month, quarter, year] filter for companies, people, and leads lists. Now, in the dashboard or list view, you can easily view a list such as leads closed this month.

Fixes and updates

  • Fixed a bug that presented incorrect total lead counts when viewing a list of leads obtained from the funnel report
  • Fixed a bug that incorrectly displayed lead movements in the funnel report if stages had been reordered

Beta dashboard fixes and updates

  • Added the ability to expand your activities and to do list pane to a wide view to simultaneously display your team's timeline
  • Added the ability to link to individual tasks and click on the created-task confirmation notification
  • Added a checkbox to the new activity form to mark the activity 'Important'
  • Renamed the 'funnel' card. Now it's called 'pipeline'; showing you a current snapshot of the number of open leads across your stages
  • Improved the style of activity participants, making it clear which participants are companies or people
  • Removed steps for closed or deleted leads that were appearing on dashboards
  • Fixed a bug that opened a leads list instead of a companies or people list when clicking on a list card
  • Fixed a bug that could prevent dashboard cards from re-ordering correctly
  • Fixed a bug that prevented the to do list's today, tomorrow, and future buttons from working on tall screens
  • Fixed an issue with IE 11 that cause steps and tasks titles to truncate improperly in the to do list
  • Fixed a visual bug when adding a fellow Nutshell teammate as an activity participant
  • Fixed a bug that would occasionally present the incorrect date in each day's section header on the to do list
  • Fixed a bug that broke the control+f keyboard shortcut for a universal page search
  • Fixed a bug that sorted activities out of chronological order
  • Fixed a bug that prevented you from navigating to a related person from a task on the dashboard
  • Fixed a visual bug that could make tasks appear twice in your to do list

September 9, 2016

Fixes and updates

  • Improved the functionality of the 'Retry' button on any email that failed to send, clarifying that Nutshell is attempting to resend the email after this button has been clicked

Beta dashboard fixes and updates

  • Streamlined your To Do list to make it easy to quickly see overdue and future items. It is also faster and more reliable. (Try scrolling continuously!)
  • Iterated on the design and prominence of the global Create button, making it clearer, quicker, and easier to create that new task/activity, add a new company/person, or open up a new lead
  • Fixed a bug that caused future tasks to appear in the overdue section
  • Fixed a bug on the sales metrics card that was incorrectly calculating week-to-date sales

August 30, 2016

New features

  • The leads list has been enhanced with summary numbers at the top showing total value, average value, average time open, and the win rate

Fixes and updates

  • Fixed a bug that prevented leads from being created for updated companies and people during a CSV import
  • Fixed the buttons to create new companies, people, or leads from an empty list in Firefox
  • Hovering over the funnel report section of leads added and advanced now shows the whole absolute numbers (e.g. 1.75k will display 1,748)

Beta dashboard fixes and updates

  • Your activities list will now update after deleting or logging an activity
  • Now, filter by activities flagged as Important on your dashboard

August 23, 2016

Fixes and updates

  • Disabled users are now grouped and sorted at the bottom of the list when viewing a list of users in a drop-down menu, e.g. when choosing an assignee filter when viewing a leads list

Beta dashboard fixes and updates

  • Future activities, tasks, and steps are shown broken out by day
  • Clicking on activity participants opens up their company, person, or lead page
  • Added an expandable section for overdue items on the activities & to dos list
  • Streamlined how a related company and person are created
  • Added canonical URLs that open the popups to create a new lead, company, person, task, or activity, e.g. https://app.nutshell.com/dashboard#/create/tasks

August 16, 2016

Fixes and updates

  • Fixed an issue that caused custom field dates in certain time zones to advance to the next day
  • Fixed an issue with the calculations of lead numbers and values in the funnel report when leads were advancing and regressing through the sales process
  • Fixed a bug in the lead lists that prevented lead names from sorting numerically
  • Fixed a bug in company, people, and lead lists that prevented numeric fields from sorting correctly
  • Added the ability to create a related company or person when creating a new company or person
  • Added sorting by job title when viewing a list of people
  • Added filtering by multiple choice decision custom fields
  • Beta dashboard: Fixed Safari layout issues
  • Beta dashboard: People and Companies are now available in List cards
  • Beta dashboard: Add filter to only display saved lists created by user (and ignore shared saved lists from teammates)

August 10, 2016

New features

Today, we’re releasing an open beta of Nutshell’s brand new, powerful dashboard!

The new dashboard combines the old Home and Dashboard screens into a single view where you can get more done. Customizable cards that provide easy visibility into your most important information like sales metrics and quotas are front and center. On the side you’ll find a streamlined to-do list and calendar to simplify your workflow.

Send your feedback to beta@nutshell.com.

Fixes and updates

  • Fixed a bug that led to some leads being double-counted in the funnel report's total numbers.
  • Adjusted the error handling and retry logic for emails throttled by Google.

August 2, 2016

Fixes and updates

  • CSV exports have been updated to include the proper 'company' and 'person' headers
  • API update: JSON-RPC API now includes the created-time attribute for companies, people, and leads
  • API update: HTTP POST/web form API now supports adding a market to the new lead

July 26, 2016

New features

  • The duration that an individual lead spent in each stage is now visible. To see the duration, hover over each completed stage on a lead's sales process. This builds upon the funnel report, which shows the average duration all leads have spent in each stage.

Fixes and updates

  • Fixed a bug that was causing some users' sales processes to take a long time to load
  • Fixed an issue that prevented some users from logging in via Google Apps
  • Fixed an issue with our example API code that prevented customers from making a proper SSL handshake

July 19, 2016

A note from the editor: We're bringing these updates back, one week at a time. We'll be publishing updates to this changelog (almost) every Tuesday. —Brian Kelly

New features

  • Lead outcome is now available as a column and filter. When viewing the leads list you can sort and filter on the specific reasons why a lead was lost or cancelled. This is helpful for quickly viewing your most common loss reasons.
  • Decision-type custom fields are now filterable in the leads, companies, and people lists.

Fixes and updates

  • 'No tags' filter on people lists now ignores any associated company tags
  • Fixed crash when searching for phone numbers and including the plus ("+") sign in your phone number search
  • Fixed bug that prevented some users from saving a save list of companies
  • Google resolved issues that prevented some users from accessing the Nutshell Gmail gadget (See incident report)
  • Fixed bug that prevented proper filtering of leads, companies or people while viewing the map

June 7, 2016 (Android update)

Fixes and updates

  • Fixed a bug that prevented a person or company from being auto-attached when creating a new lead from the person/company screen
  • Fixed several other bugs including visual regressions and crashes

June 2, 2016

Fixes and updates

  • Sales process steps that are skipped when jumping across stages are now properly marked as 'Skipped'
  • Made the Keep In Touch dashboard look better
  • Made improvements to web app typography

March 7, 2016

  • Better text for unnamed companies and people – while we can't condone this behavior, we'll no longer punish you for it!
  • Tasks can now be paginated in the API

March 2, 2016 (Android update)

  • Fix a bug that broke the back button on logout
  • Fix a bug with business card scanning and contact import permissions on Android M (6.0) devices
  • Additional minor bug fixes and improvements

February 24, 2016

  • No more confusing tag filtering! Nutshell no longer gives you the option to filter your companies by a "person-specific" tag, your people by a "company-specific" tag, etc.
  • Fixed a bug where our cool new Milestone carousel was incorrectly resetting when a step was checked off. Not cool, cool new Milestone carousel.
  • Fixed a bug where job titles would occasionally display incorrectly for some people.
  • Fixed a bug where Keep In Touch information didn't reset after navigating to the next follow-up.

February 18, 2016

The sales process section – which displays a lead's current milestone as well as what steps are necessary to move it along – is currently found below custom fields, activities, and tasks.

Finding this section always required scrolling. Many customers (including our sales team) have noted how important the sales process is to their use of Nutshell. Why not make this section more prominent?

We agreed.

Now the sales process section is front and center, and we've made it easier to see a lead's milestone at a glance. (Which might also be making way for the ability to use than 6 milestones! 😉)

We also included a couple of bug fixes:

  • Fix for incorrect timezones on Google Calendar-synced activities
  • Fix for territory information missing on the lead page

February 12, 2016

Surprise your loved ones this Valentine's Day with an easily filterable timeline for Leads, Companies, and People!

  • Added the ability to filter all timelines by user, team, and activity type.
  • Private, unshared emails will still never show up on timelines unless they're your own.

February 12, 2016

  • Fix a bug that was preventing some default custom date fields from being exported
  • Fix a bug that caused some deleted emails to still appear in the personal inbox

February 11, 2016

  • Fix a bug that caused the location filter on your list pages to break when ‘Any country’ was selected
  • Fix a bug that displayed disabled signatures in email templates

December 20, 2015 (iPhone update)

  • Restore custom fields on companies & people
  • Email view counts: When sending an email from Nutshell, you'll see a simple count of how many times the email has been viewed
  • Several minor bug fixes and behind-the-scenes improvements

December 17, 2015

After a two-month beta period, we've officially launched our new People, Company, and Leads lists. Most recent changes include:

  • Tired of scrolling down the list, navigating to a particular contact, and then navigating back to the list, only to lose your place? We were – so we fixed that. Hitting the back button in your browser will now drop you exactly where you left off. Hooray!
  • While infinite scrolling is cool, we realized its easy to get lost scrolling a list where nothing has loaded. Now, we’ll show you company and people names as you quickly scroll so you never lose your place.
  • Mailchimp is now accessible to all users on the People list. Individually select people (or select them all!) and send them to a list in Mailchimp.
  • Select all + bulk email now works as intended. This is a great way to send out a short note to your best customers.
  • We’ve fine-tuned the spacing, sizes and colors of every part of the list. The end result? You can see much more information on each screen.
  • Various bug fixes and performance improvements.

See the full changelog archive »