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.

October 17, 2016

New and improved dashboard

We recently released your new & improved dashboard in beta! Every part of your home and dashboard screen has been refined. We've added dozens of new tools to measure your business’s progress.

On the right side, you’ll find your activities, to-dos, and your company timeline. Your list of next actions has evolved to keep your data accessible with a focus on performance. Nutshell will quickly help you move your day along!

In the center, we’ve built a new card-based approach to putting the most important information front-and-center. You can showcase:

  • Leaderboards for sales and activities
  • Progress against quotas for teams and individuals
  • Snapshots of metrics like lead volume and sales
  • Summaries of saved lists: maybe you want to measure leads from a specific source, in a given stage, or assigned to a specific member of your team. Save a list, and add it to the dashboard
  • Pipeline snapshots, to understand lead value at each stage of your process

We have also streamlined our forms so you can quickly create a new lead, person, company, activity, or task.

Additional new features

We released some improvements to activity reporting for Nutshell Pro:

  • You can now report on activities by week, to match your quota setup.
  • We added an Export button to the activity report, allowing you to grab the raw list of activities and open them in Excel

Fixes and updates

  • For our Classic and Pro customers, we've added a simple delete button when editing multiple actions the sales process builder
  • Products are now sorted alphanumerically when adding to a lead
  • Cleaned up our UI for writing notes, logging an activity, or sending an email from a lead, company, or person timeline
  • Improved our company and people address parsing for some international locations
  • Improved the display of company types tabs on your companies list, evident if you have a lot of company types
  • The funnel report now filters faster
  • Restored a helpful link to the related companies or people after a merge
  • Tweaked our activity form to show related companies and people as the first options when adding participants
  • Fixed a bug that broke complex lead distribution for some customers' sales processes
  • Fixed a bug that prevented adding URLs with special characters to companies & people
  • Fixed a bug that prevented saving a copy of sales processes
  • Fixed a bug that prevented some trial customers from setting up their stages and sales processes
  • Fixed a bug that prevents companies & people with certain addresses from appearing on your map
  • Fixed a bug that was incorrectly categorizing unanswered Click-to-Call calls as voicemails
  • Fixed a bug that would incorrectly reset leads with skipped steps when editing a sales process
  • Fixed a bug where the back button would reset your companies, people, and leads lists instead of saving your view
  • Fixed a bug where typing within the Search Everything field was slow in Internet Explorer
  • Fixed a bug within our Google Calendar sync that could create duplicate Nutshell activities
  • Fixed a bug that left the notifications list stuck on loading in our iPhone and Android apps

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.

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

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

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

  • 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

  • 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.

December 16, 2015

  • We've added quick ownership filters to your Leads list, so you can view easily view just your or your team’s leads.
  • Various small bug fixes and improvements

December 9, 2015

Another round of filtering improvements!

  • Easily export export your current list to a CSV file with one click. If your export is particularly large, we'll show you a progress bar so you can time your water break accordingly.
  • Tired of bad data? Now you can easily view your people, companies, and leads that don't have email addresses, phone numbers, or values.
  • Added a ton of new sorting capabilities. Sort on almost any column your heart desires!
  • Huge performance optimizations - scrolling and loading your data is now wicked fast.

November 19, 2015

  • We've added search to your lists of companies and people so you can find things faster. Boom.
  • File uploading! Now with the latest 2.0 updates, you can attach files to companies, people, and leads. This integrates directly with services like Dropbox and Box, too!
  • Upload and change your people and companies’ avatars, even snap a photo right from your phone.
  • Bug fix: after making a call, you'll now properly be prompted to log an activity

November 13, 2015

More filtering updates!

  • You can now see company custom filters on leads, and filter by them, too!
  • Added the industry column to the leads list. Why it wasn't there to begin with, no one will ever know.
  • Added the ability to filter any or all tags, sources, or products, and lead watchers.
  • More than two tags, sources, or products associated with a lead? Hover over the cell to see a list of all of your tags. Hooray!
  • Users that aren't part of any teams won't see any more weird behavior when filtering by teams.

November 11, 2015

Since releasing our Web Filtering 2.0 beta, we've been hard at work listening to our customers and implementing your feedback. If you haven't been using the beta, here's what has changed in the last two weeks.

  • Added quick filters in the "Add Filter" dropdown to easily see My people, My team's companies, or other valuable filters such as Lead's closing this week.
  • Keyboard navigation – type "A+F" to easily open the "Add Filter" dropdown. Use arrowkeys to navigate through available columns to filter.
  • The lead outcome column will now also display why a lead outcome occured.
  • You can now filter people, companies, and leads by creator, origin, and phone number.
  • Leads are now also filterable by Address (about time)!
  • The overdue filter for leads now works as intended.
  • When filtering by users and teams, we've changed how disabled users look to avoid confusion.
  • You can now select all of the items in the list and edit them – no more limits!
  • We've added the Watched By filter to the leads list.

November 6, 2015

Click all of the things!

  • Quickreports are now interactive, allowing you to drill drown on individual days and see a filterable list of those leads
  • Milestones on the homepage now link to a relevant list of leads.

November 2, 2015

An all new design for your companies and people.

  • Quick access to contact info, tags, relationships, meetings, upcoming tasks, and a rich timeline of interactions.
  • A new home screen adds a quick view of upcoming tasks and activities. It’s easier than ever to focus on getting things done!
  • Improved universal search results

Also, you can access the Nutshell user forum right in the app – give us your feedback!

Let us know what you think! Enjoy :-)

October 27, 2015

We've released our Web Filtering 2.0 Beta!

  • Our column picker includes new fields in a searchable popup.
  • Scroll through all your contacts in a single smart-loading page.
  • Filter by custom fields, milestones, dates, and more.
  • Reorder and resize columns to find what you're looking for.
  • Got a filter you like? Just grab the URL and share it with your team – they'll see the same thing.
  • Edge-to-edge information – and a sticky name column, so you can pan horizontally with ease.

October 2, 2015

Nutshell adopted a billing platform which allows users to sign up for annual subscriptions, to pay by ACH, and to view real-time changes to their invoice as they down- or upgrade.

September 15, 2015

People new to Nutshell can sign up with LinkedIn!

August 12, 2015

When configured through Nutshell's Click-to-call feature, Nutshell will launch the RingCentral for Windows or for Mac app on your computer when you click a phone number in Nutshell. Learn more.

July 22, 2015

Nutshell for iOS 2.0! Features include:

  • An all new, super awesome design for your companies and people
  • Quick access to basic contact info, tags, relationships, scheduled meetings and upcoming tasks, as well as a rich timeline of interactions
  • Faster browsing for companies, people, and leads with more information
  • A simpler, always accessible button, (+) icon, for scheduling meetings, creating tasks, opening leads, and scanning business cards
  • A view for incomplete tasks and upcoming activities from Nutshell’s home screen
  • Improved search results
  • Access to the Nutshell knowledge base and ideas forum

July 21, 2015

Nutshell's Keep in touch feature can remind you to follow up with your most important contacts — without the hassle of recurring tasks. Your Nutshell dashboard keeps a prioritized list of who you should contact, so you’re just a click a way from sending an email or making a phone call. Learn more about Keep in touch.

July 20, 2015

Nutshell introduces email open tracking. Users can now see if a contact has opened an email sent from Nutshell in real-time by selecting "Track when this message is opened".

June 11, 2015

Nutshell's One-click tasks allows you to create a task with a single click. Learn more about One-click task creation.

June 8, 2015

Improved search has a new interface to show more information for each result, and it has a redesigned algorithm. We now detect when you search for phone numbers or email addresses. Scoring has been improved. And dozens of other special cases.

May 19, 2015

Nutshell click-to-call allows you to dial your contacts from Nutshell. Click a phone number, and we’ll call your phone first. When you answer, we’ll dial your contact. When you hang up, we log the call for you. You can even choose to record the conversation.

May 14, 2015

The Android app is now a tad more welcoming for Nutshell newbies by adding a Welcome Walkthrough as well as friendlier login and sign-up screens.

April 23, 2015

Following our Android app’s lead, business card scanning is now available on iOS!

When creating a new contact, select the Scan Business Card option and take a picture. It couldn’t be simpler!

April 16, 2015

Business card scanning is here!

Easily add create a new contact by scanning their business card – it couldn’t be simpler! Go to create a new contact, and instead of filling out a big ‘ol form, take a picture with your device’s camera.

April 7, 2015

  • If you use a VoIP system that launches a URL on an incoming call, we've made a simpler URL to use to search your Nutshell contacts by phone number. Read more on the knowledge base.
  • Our Wufoo integration now supports a "Job title" field, which will be saved to the right place
  • We addressed a few instances where the Nutshell email inbox wasn't loading for certain users
  • We fixed an issue with inaccurate upload times for files uploaded more than a few months ago
  • We resolved a bug where updating a postal code wouldn't update a contact's map location

April 1, 2015

  • Company feed ribbons now show the value of leads when they're closed
  • Resolved a bug with draft emails being imported by Nutshell mail sync
  • Addressed a UI glitch with the file upload overlay
  • Addressed an issue trusting unverified SMTP servers
  • Addressed an issue with postal code edits not correctly updating a contact's location

March 30, 2015

Today we announced Nutshell mail sync to automatically import every message you send and receive with Google Apps. Read more on the blog post!

March 27, 2015

Now from your iPhone, upload files to accounts, contacts, and leads from Dropbox, Evernote, Google Drive, and more, and view your win rate report.

You can also view the same files from your Android device! And both mobile apps include a small tweak to improve account name visibility in leads lists.


March 26, 2015

When you sync Nutshell activities to a calendar via Google, Exchange or our iCalendar feed, we now provide much smarter names. This was a big feature on our idea forum, and we hope it makes your calendars easier to browse!

Several updates from the past few weeks include:

  • More sources for automatic contact photos added via Nutshell Intelligence
  • A brand new in-app support experience, with better knowledge base and a connection to our idea forum
  • Better distribution for Nutshell Maps markers that were directly on top of each other

March 9, 2015

You can now subscribe to an iCalendar feed of your or your entire team's activities. This makes it easier to connect Nutshell to tools like Apple Calendar or Microsoft Outlook. Learn more under My Account > Calendar.

We've also added a lot of new icons for websites like Klout and YouTube, improved @-mentioning suggestions, and addressed an issue when setting products as unavailable in certain markets.

March 5, 2015

  • Import contacts from your iPhone!
  • View attached files! Need to view that important PDF on the go? Now our iOS app lets you view files attached to a lead, account, or contact.

February 27, 2015

  • Import Contacts: With a few simple steps, you can import all of your device’s contacts into your Nutshell account.

February 25, 2015

We've added more data to the win rate chart in the web sales analytics report! You'll now see won leads, closed leads and the actual win rate graphed on a daily basis.

February 24, 2015

You can now use the Nutshell Mac App to upload files and images to contacts, accounts and leads! By the way, we'd love it if you could take a minute to review the Mac App and let us know what you think!

February 18, 2015

You can now upload files to any contact, account or lead! Our file picker allows you to choose files from your computer, or from Dropbox, Box or Google Drive. Use this feature to share things like PDFs or Word proposals or contracts with your colleagues.

We'll be adding the ability to view these attachments from our iPhone app in our next release, and we'll update you when it's been added to Android.

February 2, 2015

  • You can now upload custom images for contacts, accounts & users! You can even grab images from Box, Dropbox, or a quick web image search (great for company logos!)
  • Drag-and drop an image onto a contact or account page to quickly attach it
  • We've improved the look of links to sites like LinkedIn and Facebook

February 2, 2015

User profile timelines!

We’ve added handy links to the top of notes, emails, and chats – simply tap the relevant lead, account, contact, or user to view more info.

On top of that, you can view individual timelines for all of your teammates. Check in on their activity to make sure you never miss a beat!

We’ve also thrown in a couple of other fixes.

January 28, 2015

  • Our sales analytics reports are now a part of the new full-screen layout — they're bigger and prettier!
  • Added a new, beta embeddable timeline
  • It's now possible to have products with a default value of $0. Previously, this indicated that the product was unavailable, which you can now control with a checkbox

January 27, 2015

  • In the sales analytics section (the main Report page), you can see:
    • A new win rate chart with breakdowns of won and closed leads per day
    • Total sales for the current period in the Sales chart

January 26, 2015

  • Filter your company feed by a specific user or team, and any combination of emails, notes, activities, Zendesk tickets, and Olark chats!
  • Custom reports will now expand to take up the entirety of the window

January 12, 2015

We've started rolling out Nutshell's new responsive layout! Expect to see changes by end of the week if you haven't already.

  • Nutshell now looks awesome on bigger (and smaller!) screens
  • Scrollable contact and account sidebars ensure important information is always visible
  • Redesigned navigation makes cruising through Nutshell a breeze

January 9, 2015

In-app notifications on your iPhone! Now you can view a list of all events that are relevant to you, designed to alert you when important things happen.

Beyond than that, just minimal fixes.

January 5, 2015

  • We've resolved a bug where your lists of steps and tasks todo stop paginating
  • We've fixed another bug that made it impossible to expand certain emails
  • We've made it more clear what will happen when you click on a given timeline entry

December 31, 2014

Just in time for 2015: you can now click a map in Nutshell to open it up in Google Maps. A quick way to grab directions!

December 29, 2014

  • Nutshell no longer shows an "Expand" link, if there's nothing significant to expand
  • Adds a contact[title] parameter to HTTP POST API
  • Logged activities now end at the current time (previously, they started now and ended 15 minutes in the future)
  • Better text and icons for in-app lead notifications

December 26, 2014

In-app notifications!

Now from the top of your company feed, you can view a list of all events that are relevant to you. To put it simply, it’s designed to alert you when important things happen.

Other than that, just minimal improvements; nothing super interesting.

December 24, 2014

Custom fields of the type "long text" now properly save more text!

December 22, 2014

With this new feature, Nutshell notifications you receive via email and mobile push are now available as a list in the application. You can be instantly alerted of new mentions, comments, activities or leads without leaving Nutshell. And if you want to look back at a notification you recently lead, the list is there!

December 12, 2014

  • Fix broken y-axis labels in sales analytics reports
  • Additional bug fixes and improvements

December 8, 2014

Commenting on timeline entries!

When you see an interesting item in your company's timeline, like a great email to a customer, or a phone call that needs some attention, you can now comment on it right from your iPhone. These comments live on notes, emails, activities, and other customer exchanges.

December 1, 2014

Commenting on timeline entries!

When you see an interesting item in your company's timeline, like a great email to a customer, or a phone call that needs some attention, you can now comment on it right from your Android device. These comments live on notes, emails, activities, and other customer exchanges.

November 8, 2014

  • We’ve fixed push notifications on iOS 8 for our newest users
  • We adjusted the company feed to make sure you see the most important updates

November 5, 2014

  • Tweaks to the company feed to make sure you see the most important updates
  • Fix for unreadable text color when tweaking report filters
  • Various other small improvements and fixes

October 22, 2014

We've given the My account and Integrations pages a fresh coat of paint, along with a more logical UI and workflow!

  • Your settings page has been divided into three separate pages: 'Account settings', 'Notifications', and 'Integrations'
  • Setup/integrations now contains a sidebar to show a bird's-eye view of enabled account-wide integrations
  • Notification settings will now save asynchronously - no need to remember to save the form!
  • Many other visual improvements

October 21, 2014

  • Compatibility for iPhone 6 and iPhone 6+
  • Improved UI for viewing emails and Zendesk tickets
  • Fixed a bug that would allow assigning leads and tasks to disabled Nutshell users
  • Other minor improvements

October 17, 2014

We’ve added the ability to receive Nutshell notifications on your Android device! Now you’ll be reminded about upcoming activities, alerted when a team member mentions you in a note or assigns you a task, and more!

You can configure these notifications from your account settings.

October 2, 2014

  • Updated UI for emails and Zendesk tickets
  • Stability improvements for the Company Feed
  • Increased accessibility for visually-impaired users
  • Other minor bug fixes

September 30, 2014

We've listened to your feedback and made numerous improvements around the way we display your upcoming tasks, steps and activities!

  • You can filter to show just important activities, or today's activities
  • We show more activities, with easier-to-read dates
  • We now show related accounts and lead descriptions alongside of your upcoming activities
  • You can now see task descriptions from the dashboard
  • We've addressed several issues causing malformed characters in forwarded email subjects
  • Addresses an issue where mention notifications weren't sent when a note was edited
  • Logged-in users will now be taken directly to the dashboard when you visit

September 26, 2014

With this update, Nutshell now requires iOS 7.1. Other changes include:

  • Updated timeline design for leads, accounts, and contacts
  • Improved performance and minor fixes

September 25, 2014

Now from your Android phone, you can view a running timeline of your entire team’s Nutshell activity! This ‘Company Feed’ is a part of our ongoing Dashboard improvements.

September 18, 2014

The global Create new form for quickly adding contacts and accounts has undergone a major redesign. Some of the upgrades include:

  • Open the popup with a quick keyboard shortcut from anywhere in the app (Press "c", followed by another "c" for Contacts or "a" for Accounts)
  • Additional input fields, allowing you to add an address, url, and social media profiles
  • Attach a company directly to a new contact
  • Add a note on the newly created contact or account, where you can @mention other team members
  • Automatically create a task to follow up

Before & After: The Create New form, old and new versions

September 12, 2014

It's been a busy month here at Nutshell! Here are some of the updates we've shipped over the last 4 weeks:

  • Improved legibility of timelines
  • Addressed multiple issues with timeline content, including live updates and related emails
  • Activities on the new dashboard stay up-to-date with changes made in popups
  • It's now possible to export and sort on contact and account Legacy IDs
  • You can now press Cmd+Enter (Mac) or Ctrl+Enter (Windows) to immediately submit a note, email or activity in timelines
  • Improved the interface when assigning tasks
  • Addressed an issue with lead modified time columns in custom reports
  • Several fixes for searching for entries with short names like "H&M" or "B/E Enterprises"
  • Multiple performance-related upgrades for a faster Nutshell (follow along at
  • API: findLeads() requests are now 10x faster, but they no longer contain the full set of steps for each lead. To retrieve these, use the findProcess() method.

September 8, 2014

  • Add task assignment between colleagues
  • Minor fixes

August 23, 2014

  • View a running timeline of your entire team’s customer interactions. We call this the ‘Company feed’ – it’s part of your new Dashboard.
  • Create tasks on accounts and contacts.
  • Assign tasks to any other teammate.

August 14, 2014

We've updated the timelines that power the contact, account and lead pages. The new styling and APIs that power our realtime events feed on the dashboard now drive the rest of Nutshell's timelines. This means realtime updates while you're looking at any timeline.

We've also improved the ordering of these timelines to more accurately reflect when emails are originally sent.

August 12, 2014

  • Create and view tasks for accounts and contacts!
  • Receive automatic in-app prompts to log a phone call activity
  • Various bug fixes

August 8, 2014

Tasks can now be assigned to any other user in your company. When a task is assigned to you, you can opt to receive an email or iPhone push notification. Note that as of earlier this week, tasks are now available on contacts and accounts. Keep an eye out for this functionality on its way to our iPhone and Android apps.

August 6, 2014

  • You can now add tasks to accounts and contacts. Look for task assignment and other improvements soon!
  • You can now search for contacts, accounts and leads with less fuzziness by wrapping your search in double quotes.
  • Addresses a UI glitch for certain custom fields with overlapping edit and delete buttons.

August 3, 2014

We've updated the HTTP POST API to be more durable with invalid data. Previously, things like malformed email addresses or phone numbers would cause the request to fail, and the submitter would be redirected to the errorUrl provided in your form. We've removed the use of the errorUrl, and leads will now always be created.

If invalid data is received, it will now be marked as a note on the lead, but no errors will be incurred.

  • You can now require a lead to have an expected close date during a sales process step
  • More durable HTTP POST API
  • Adds user avatars to the dashboard feed
  • Addresses a bug with @-mentioning from the dashboard

July 28, 2014

We got a bit slow with our changelog updates recently, so this wraps up the last few weeks of development. We'll work to keep this more accurate!

  • Adds integration with PandaDoc document analytics
  • Adds a new wallboard mode with your company’s monthly sales figures and comparisons
  • Adds Twitter integration to see description and photos for your contacts
  • Snazzy new style for notification emails
  • Several security fixes

June 24, 2014

  • Fix a bug that prevented adding Nutshell users as activity participants
  • Fix for crash upon cancelling a search
  • Fixed a bug that prevented changing estimated close date of a lead
  • Fixed a crash that occurred creating a new account/contact from search screen
  • Fix the missing activity log button bug
  • Additional small improvements

June 10, 2014

Improve app-wide navigation by adding an always accessible drawer menu that makes it fast and easy to jump to different spots in Nutshell. In addition, there were various small bug fixes and other improvements.

May 23, 2014

  • Adds the ability to search for contacts and accounts by territory in the findAccounts() and findContacts() API calls
  • Addresses an issue when sorting by custom currency fields
  • Several security fixes

May 7, 2014

  • Administrators can view other user's dashboards
  • The new dashboard is now available to all users

April 24, 2014

  • Significant updates to our beta dashboard. It now contains a tab to show company information and a tab to show user information
  • It's now possible to click the entire entry in the dashboard feed to expand it (not just the smaller link)
  • Adds the ability to sort contacts and accounts by postal code
  • Contacts and accounts created via CSV import contain a link to the import that created them
  • Adds clarity when viewing contacts and accounts that have been merged with another entity
  • Activity time pickers now preset to the appropriate time and are easier to scroll
  • Addresses an issue when listing many leads in the popup for contacts and accounts

April 4, 2014

  • Adds an option to close unassigned leads automatically when overdue via the Outcomes setup page
  • Fixes regression where users were unable to select decision field on lead process step
  • Fixes display issue caused by custom field name collisions with deleted fields
  • Fixes bug where custom fields were still searchable after deleted
  • Fixes issue where a logged activity could be changed to a future date
  • Fixes issue selecting number on step requirement when multiple phone numbers
  • Fixes issue with broken links when a user-uploaded file is not yet ready for download

March 27, 2014

  • Fix a crash in launching sales analytics reports

March 25, 2014

  • Fix a bug where lead lists displayed incorrect currency symbols

March 21, 2014

  • Addresses issue where step disappears until next page reload when delaying
  • No longer shows delay option for steps that cannot be delayed
  • Fixes issue exporting only selected contacts to MailChimp
  • Fixes a bug causing incorrect product values when a lead is marked as won

March 7, 2014

  • Sign up for a new Nutshell account in the app
  • Some refreshed looks from our designer, Karsten
  • Other small tweaks and bug fixes

March 7, 2014

  • Sign up for a new Nutshell account in the app
  • Minor updates from our designer, Karsten

January 30, 2014

  • Note and activity mention suggestions now only appear when triggered by '@'
  • Improved keyboard experience when adding notes, activities and emails to the timeline. Navigating via [tab] is now useful for jumping between the save button and dropdowns.
  • Fixes a bug that prevented Exchange users from sending emails via Nutshell
  • Fixes a date parsing issue that was preventing some emails from being added to Nutshell
  • Fixes an email parsing issue that caused some forwarded BCC email to use the wrong date
  • Optimization for a few API method calls

December 18, 2013

  • Update to leads pages to better support customers with long product names
  • Resolves an encoding issue with Arabic characters in emails sent to
  • Resolves an email header issue that prevented some Exchange users from sending emails via Nutshell

December 9, 2013

Edit, merge and delete items en masse

  • You can now select contacts, accounts, and leads and edit, delete or merge them en masse
  • Multiple changes to improve consistency of phone number formatting across the app
  • Addresses an issue with phone numbers and non-numeric extensions
  • Addresses an issue when copying-and-pasting phone numbers in beta versions of Chrome

November 21, 2013

  • Stop showing email addresses with unverified credentials in the "Send an email" form
  • Improve error messages when setting up SMTP credentials
  • Fix error in API responses when editing phone numbers

November 20, 2013

  • Users can now send email from within Nutshell
  • Fix rare case which sent multiple notifications for the same event
  • Fix issue with follow-up activities not linking related leads
  • Phone numbers are now always displayed in international format. Specifically, this means that U.K. and similar numbers will no longer have a zero prefix.

November 6, 2013

  • Fix rare lead distribution error triggered via the HTTP POST API

November 1, 2013

  • Fix an issue with the Exchange integration setup that was preventing some users from saving their credentials

October 28, 2013

  • Fix for custom field labels overlapping text on iOS 7
  • Fix for notes that weren’t scrolling on iOS 7
  • Display a fullscreen editor when updating an activity note on iOS 7
  • Some additional small fixes

October 28, 2013

  • Phone numbers will use an international format if outside of your account's default country code
  • Fix card visibility issues affecting users on Internet Explorer

October 23, 2013

In the week since our last big release, we've been working hard on improvements with some great feedback from users:

  • Fix issue where not all products, tags, etc. were being loaded for selection
  • Fix issue where disabled users and teams were selectable for assignment
  • Fix scrolling issues in the activity creation modal
  • Fix issue with all-day activity end dates not saving properly
  • Fix broken "log an activity" link on leads
  • Fix broken "view all" links from global search
  • Fix broken redirect from account and contact exports
  • Address IE-specific issues with the contact and account sidebar
  • Restore edit note icons, delete email functionality to timeline entries
  • Improve validation messages for sidebar errors
  • Several improvements to address parsing from the sidebar
  • Contacts without an address will show the map and weather from an account if present
  • Mention notifications will now be sent immediately
  • Improve visibility of Duplicate link for contacts and accounts

October 16, 2013

This is a huge new update featuring a redesigned look for accounts and contacts, a new timeline, and new support for @mentions. Read more on the blog post.

September 26, 2013

Nutshell now requires iOS 6. This release includes some minor iOS 7 updates and bug fixes.

September 26, 2013

  • Fix automatic assignment when creating leads

August 6, 2013

  • Update report section design
  • Update help box and side box design
  • Major improvement to territory region matching
  • Tag counts will be correctly updated on tag remove/add
  • Fix for mangled email addresses on Firefox contact and account view
  • Fix redirect URL on Google Calendar and Google Tasks integration from the setup/user/ page
  • API: Fix error when passing creator to editAccount

July 25, 2013

  • Fix for broken account participant buttons on activities

July 22, 2013

  • Update images throughout Nutshell
  • Account assignments correctly moved on merge
  • Dashboard statistics displayed relative to user's timezone
  • Fix issues with date ranges on custom reports
  • Display a 404 instead of redirecting to the dashboard on invalid URL

July 9, 2013

  • Fix an issue when merging with an undeleted account/contact
  • Fix a currency formatting issue in product views
  • Emails brought in via Gmail sync will no longer be marked as read within Gmail
  • API: querying by accountId on findLeads() will now return consistent results for both stub and non-stub responses

June 21, 2013

  • Add WWW-Authenticate header to bad authentication responses
  • Emails sent from an address in the form "user@localhost.localhost" will no longer be rejected
  • Fix an issue with truncating unicode data on timelines
  • Fix an error with iOS push notifications
  • API: set tags via newLead()

June 20, 2013

  • Fix a crash that affected some customers when creating an activity

June 7, 2013

  • Add a delete button to activity edit screens
  • Fix a bug where the loading spinner could remain on screen after failing to save a task
  • Various small improvements throughout the app

June 5, 2013

  • Tasks: a lightweight way to manage small todos for each lead
  • Various small fixes

May 28, 2013

  • Fix a bug that potentially created infinite cycles when merging accounts or contacts
  • Fix an issue that prevented some users from creating new notes and activities from timelines

May 24, 2013

  • When viewing a push notification, the app now displays the specific lead or activity
  • Notification Center no longer gets cluttered with read notifications

May 23, 2013

  • Google Apps users can now automatically import emails tagged with 'Nutshell'
  • Fix a bug that prevented some users from import contacts from their Google account
  • Fix a javascript issue affecting some IE users when editing users and processes

May 20, 2013

  • Improve format handling for UK phone numbers
  • Resolve an issue where leads were sometimes deleted if the primary account was removed

May 8, 2013

  • Fix several issues affecting imports from Highrise
  • Fix an issue where MailChimp requests were timing out and sending multiple emails when "opted-in" was not chosen for the integration
  • Fix lead list so "Value" column is updated with a product is removed
  • Incorrect dates were being captured for some emails forwarded to
  • API: calling a get method without any parameters will return an error

April 22, 2013

  • Users can now sync tasks with their Google account
  • Resolves issue with private LinkedIn accounts
  • Resolves email mapping issue with contacts using email address
  • Resolves bug in custom reports with regard to number of emails
  • UI enhancements

April 19, 2013

  • Fix styling issue with universal search results

April 16, 2013

  • A better Nutshell: launching a new design for the application
  • Performance improvements

April 9, 2013

  • Fix an issue that prevented adding accounts to activities
  • Additional bug fixes

April 9, 2013

  • Performance improvements for emails
  • Contacts who have a Nutshell user's email address will no longer see their emails
  • Bug fix: inconsistent values in the Win Lead dialog
  • Bug fix: imports and bulk edits will no longer fail for missing required fields
  • Bug fix: search to create will respect restricted user settings

April 4, 2013

  • Fix an issue that prevented adding accounts to activities
  • Fix for keyboards not appearing at the Google Apps login screen on some devices
  • Additional bug fixes

March 29, 2013

  • Increased limit for the number of imported contacts on an account to 300
  • Bug fix: emails that use a specific character set were not importing correctly
  • Bug fix: users not paying by credit card will be able to modify the number of users on their account via the billing page
  • Bug fix: contacts within a duplicate account card were incorrectly marked as duplicates
  • Bug fix: marking an activity as "important" was causing its icon to disappear instead of using the flag icon
  • API: added searchActivityParticipants method

March 25, 2013

  • Fix a bug that would prevent the creation of new accounts & contacts
  • Other bug fixes

March 25, 2013

  • Tasks will now appear in users' Exchange Tasks
  • API documentation updates and improved examples
  • Bug fix: Error in lead won popover when no products are attached
  • Bug fix: Users not appearing as participants for activities
  • Bug fix: Imports unnecessarily sitting idle for some users
  • Bug fix: Contact and account exports timing out on large requests

March 19, 2013

  • Contacts will automatically be created for imported Emails
  • Accounts and Contacts will now require at least one identifying field to be populated
  • Task titles can now span multiple lines
  • Performance improvements for Industries, Markets, and Tags
  • Bug fix: activity statistics on the dashboard will now respect the "start of work week" setting
  • Bug fix: custom reports containing deleted industries, account types, or milestones will display correctly
  • API: newLead will properly handle empty notes

March 13, 2013

  • Tasks: a new, lightweight way to manage small todos for each lead
  • Fix a bug which could prevent clearing custom fields
  • Additional small improvements around the app

March 8, 2013

  • Performance improvements for large CSV imports
  • Resolves an issue with Quotas that affected a small number of users
  • Resolves an issue that prevented some users from disabling their RightSignature integration
  • API: Improved Lead handling for Activities
  • API: Tasks can now be uncompleted

March 5, 2013

Reports on your Android device now show the correct currency.

We've also made a number of other small improvements and bug fixes. Let us know what you think!

February 28, 2013

  • Tasks: a new, lightweight way to manage your small todos for each lead
  • Cleaner performance reports: products, competitors and sources that weren't used in the given period aren't displayed
  • Resolves an issue where job titles were occasionally lost when merging duplicate accounts
  • More intuitive and automatic relationships between activities and leads
  • Stability improvements to remove certain points of failure
  • Addresses several browser compatibility issues
  • Exchange integration can now be easily disabled
  • Several fixes for last contacted time calculation
  • API: includes information on emails that were sourced from Zendesk integration
  • API: modified time is now returned in many stubs
  • API: addresses several issues with setting custom fields

February 22, 2013

View and edit the custom fields for your leads, accounts, and contacts right from your Android phone.

We've also made some other small improvements and bug fixes. Let us know what you think!

January 30, 2013

  • Adds new filters to search by creator, API source, or watched leads
  • Brand new design for Google Gadget, allowing both accounts and contacts to be created from a message
  • Activity participants are now displayed in the timeline
  • Currency conversions now use historic rates, based on lead close date
  • Performance improvements for sales analytics reports
  • Performance improvements when searching and typing, especially in Internet Explorer
  • Several fixes for issues when searching by location
  • Addresses several issues when calculating last-contacted date
  • Number of leads by status in contact / account popups now reflects permissions
  • Removes setting wherein an administrator needed to approve new mobile devices
  • Adds support for Wufoo date fields
  • Better support for re-adding deleted messages

January 14, 2013

  • Contacts' avatars are displayed in the Contacts list and on the contact's screen
  • Adds a quick search bar to the Open Leads screen
  • You'll be prompted to log an activity when you return to Nutshell after calling any contact from the app
  • Fix a bug where automatic lead distribution was not selecting the correct lead assignee
  • Improved currency support for sales analytics reports
  • Additional improvements

December 21, 2012

  • Leads outside of your company's default currency are now converted when reporting on multiple currencies
  • Google Gadget now includes country code and extension
  • Improved support for last contacted time in reports and API
  • Resolves an intermittent issue when adding contacts to a new lead
  • Multiple UI fixes, especially in Internet Explorer
  • Multiple performance improvements

December 14, 2012

  • Adds links to users' activity detail reports from user management section
  • Imported Olark chats will now create a contact if email and name are included
  • Specific lost / cancelled outcomes are now displayed in the list of leads' status column
  • Addresses an issue where some emails refused to import from Google Gadget
  • Addresses an issue where certain emails in the gadget were incorrectly assumed to be in the sent folder
  • Resolves a rare issue where some dashboards would not load
  • Addresses an issue when changing currencies and markets
  • Multiple fixes for UI glitches
  • Addresses an issue with inaccurate activity reports and all-day activities

December 7, 2012

  • Adds integration with RightSignature
  • Redesigned user management. When disabling a user, you are now prompted to reassign their existing items, and can easily launch a filtered view of any user's items.
  • Improved columns on user lists
  • Better indication of billing status from user pages
  • Multiple fixes for card preview popups
  • Resolves an issue creating follow-up activities
  • Notification emails are now sent from
  • Lead numbers are now included in backup files
  • Adds several constraints to prevent runaway imports
  • Addresses a UI glitch with large custom fields
  • API: Resolves an issue with custom fields that have square brackets
  • API: Fixes an issue with newTag method

December 4, 2012

  • Add lead assignment and reassignment
  • Fix a crash when switching milestones in sales process
  • Fix a crash which affected a few customers viewing open leads and activities
  • Additional bug fixes and enhancements

November 30, 2012

  • Adds a new quick preview & editor for contacts and accounts when holding your mouse over them
  • Allows keyboard shortcuts to be used in all browsers (Ctrl+F, Ctrl+L, Ctrl+Y)
  • Addresses an issue causing inadvertend logouts when signing in with Google Apps
  • Additional retina graphics
  • It's now possible to search for an entity with only two characters
  • Resolves an issue where tag filters weren't persisted
  • API: Addresses an issue when removing subfields (e.g. removing a phone number extension)
  • API: Account and Contact entities retrieved via the API will now include the owner field
  • API: newAccount, editAccount, newContact, and editContact methods now allow callers to specify an owner

November 21, 2012

  • A new navigation design that adds quicker access to your accounts and contacts
  • Improved currency support for leads, products, and custom fields
  • Additional bug fixes and enhancements

November 20, 2012

  • Improve phone number entry on accounts & contacts

November 13, 2012

  • Addresses an issue where users were inadvertently logged out of Nutshell
  • Fixes a bug where an import could fail to find existing contacts that were imported with only "First name" or "Last name"
  • Full backup now includes any imported legacy ids
  • Prevents tags, sources, account types, industries, and competitors from sharing the same name
  • Resolves an issue with duplicate Zendesk emails appearing
  • Prevents commas from being used in the city field of addresses
  • Show phone number extensions on contact tiles
  • Adds gravatar images for users in popups and lead assignment cards

November 7, 2012

  • Emails in timelines can now be deleted
  • Fix disappearing tag issue when filtering by tags in a custom reports
  • Fix error on Sales Quota page when there aren't any teams
  • Resolves an issue where logging an activity without a note didn't mark the activity as logged
  • Fixes an issue where MailChimp campaign notifications were logged multiple times
  • Resolves an issue working with tags in Internet Explorer
  • Addresses an issue where users were logged out of the app faster than expected
  • Fixes an issue where fields in in-progress contact and account cards were cleared when switching to another window
  • Underscores can now be used in URL subdomains
  • API: findAccount() no longer requires a query parameter

October 31, 2012

  • Allow custom field columns in custom reports to be re-ordered
  • Resolves an issue with Zendesk integration where duplicate e-mails can be generated from a single ticket
  • Resolves occasional errors in talk tab

October 30, 2012

  • Resolves several cases where new account & contact tiles were incorrectly overlapping other elements
  • Resolves an issue displaying forecast reports
  • Resolves an issue setting dates when logging untimed past activities
  • Resolves an issue when clicking the scrollbar in filters caused the dropdown to disappear

October 29, 2012

  • Adds phone numbers to contact tiles (displayed on leads and in account popups)
  • Security: addresses several HTML escaping issues

October 25, 2012

  • New account/contact tiles on lead page
  • Account and contact avatar images from Gravatar or LinkedIn
  • Global account and contact descriptions
  • Fix issue with Zendesk integration where authentication errors are silently ignore if credentials become invalid
  • When a team is supplied to the "Owner" filter, leads/contacts/accounts owned by that team's members will now be shown
  • Fix incorrect quotas displayed on forecast reports when "This quarter" or "This month" is selected for the period
  • Fix error when trying to delete activities that have a deleted activity type
  • Don't prevent an import from proceeding if there are more than a dozen duplicate legacy IDs, just show a warning
  • Change dashboard to show activity participants (up to a maximum of 3)
  • API: Fix error when calling getLead() for a lead with a step requirement on a deleted custom field

October 18, 2012

  • You can now view and edit the custom fields on all of your leads, accounts and contacts!
  • We have also made some additional bug fixes.

October 11, 2012

  • Adds Zendesk integration
  • Resolves an issue on custom reports where total showed zero when filtering by "Last contacted by"
  • Notification e-mails now have a "Reply-to" from the user that made the change
  • Resolves an issue in forecast reports where line chart shows no data when reporting on future periods
  • Adds an undelete feature for to account, contact, and activity popups
  • Resolves an issue with missing iPhone notifications
  • Restores missing Twitter feed on the talk tab, due to an upstream API change
  • API: Resolves errors when editing custom date fields
  • API: Fixes an issue where the response to a edit* request that deletes a custom field value included the deleted value

October 5, 2012

  • Addresses a scrolling glitch in contact/account popups
  • Addresses an issue when searching by location on imported data with spaces in locations
  • Adds the number of tagged entities to the tag dropdown
  • Fixes a bug where "Last contacted date" on accounts isn't updated when an associated activity is logged

October 1, 2012

  • Administrators can now view other user's dashboards
  • Adds "Create new activity" button to account popup
  • All available tags are now visible and scrollable (previously limited to most popular tags)
  • Fixes an issue parsing forwarded e-mails in Dutch
  • Addresses an issue where deleting an activity benchmark can skew activity reports for the period it was active
  • Fixes a bug where changing an activity benchmark multiple times in a single week can skew activity reports for the period it was active
  • API: Custom fields responses now include an isMultiple key, which will be true for multi-choice decision fields
  • API: When editing custom fields of type Currency, we now accept a currency key for specifying the currency type (e.g. "USD")

September 24, 2012

  • iPhone 5 support!
  • iOS 6 compatiblity updates

September 24, 2012

  • Users can now add additional milestones up to a total of 6
  • Fixes an issue where account-contact mappings aren't deleted when an import is reverted
  • Removes restriction on re-adding deleted custom fields
  • Don't show e-mails that were explictly attached to a lead via the subject in the timeline of other leads
  • Always show e-mails explictly attached to a lead in the timeline, even if sent outside the lead's timeframe
  • Fix issues with rules disappearing on process selection page
  • Allow setting/unsetting the "Multiple Choice" flag for decision custom fields after creation

September 13, 2012

  • Display phone extensions for contacts and accounts
  • Additional optimizations and bug fixes

September 12, 2012

  • Dial phone extensions with "wait" code
  • Fix phone extension formatting bug
  • iOS 6 compatibility fixes

September 6, 2012

  • Resolves an issue where mobile contact and account lists didn't show all data for users with limited permissions
  • Addresses an issue where lead numbers occasionally didn't appear in lists of leads when first created
  • API: Adds number as possible query parameter to findLeads()

September 5, 2012

  • Lead numbers now increment sequentially
  • Fix intermittent issue where starring an address on an account or contact sometimes doesn't stick
  • Fix error in IE 9 when changing "Segment by" drop-down in forecast reports
  • When synching with Google Calendar, don't mark the entire day as busy when adding an "Any time" activity
  • Fix issue setting fiscal year on the last day of the month
  • API: Adds API support for viewing and setting follow-up activities
  • API: Add ability to filter on "startTime" and "endTime" in findActivities()
  • API: Fix bug in "newUser" method where users get created as administrators regardless of "isAdministator" flag
  • API: Fix error when calling findContacts() with a name field for "orderBy" without defining "orderDirection"

August 28, 2012

  • Line breaks can now be added to activity log notes
  • Benchmarks and counts of Olark web chats are now visible in report summaries
  • Fix sync errors when synching an activity with an Exchange 2010 server after the activity was changed on the server
  • Cancelled accounts will be able to continue to use Nutshell until their next billing date
  • Deleted entities are now indicated when used in lead distribution routes
  • Resolves an issue where the number of leads on a user's Your Account page included deleted leads
  • API: Allow passing "displayName" for "orderBy" parameter of findContacts(). Documented available options.

August 7, 2012

  • Resolves an issue where sorted items were sorted case-sensitively
  • Easier filtering of leads by creator
  • Resolves an issue filtering an activity detail report by user
  • Resolves an issue filtering leads by a date range, causing "Invalid period" errors
  • Resolves an issue with segmenting by source in performance reports
  • Resolves an issue opening a contact from the dashboard
  • API: resolves an issue with end time validation on untimed activities

July 31, 2012

  • Improves the display of Olark chat transcripts
  • Fixes a bug where blank rows appeared when searching in the "Search and Create" modal
  • Resolves an issue where deleted territories still appeared in filters

July 30, 2012

Nutshell now requires iOS 5

  • Add Google username and password authentication for Nutshell customers that integrate with Google Apps
  • Fix an issue causing unexpected logouts for some customers
  • Additional bug fixes and improvements

July 30, 2012

  • Add Google username and password authentication for Nutshell customers that integrate with Google Apps

July 27, 2012

  • Olark integration: Olark chats will be logged as activities in Nutshell, with full transcripts
  • Fixes multiple sorting issues with leads, accounts and contacts
  • Fixes an issue where clicking the scrollbar in a dropdown could cause the dropdown to disappear
  • Resolves an issue when trying to pick an owner via keyboard
  • Resolves an issue where e-mails with a subject of "FWD:" weren't interpreted correctly
  • Additional cross-browser compatibility updates
  • API: Introduces rate limiting of 120 requests per minute for get*() requests
  • API: findActivities() now accepts a "isFlagged" key for the query parameter
  • API: newActivity() and editActivity() now accept isFlagged property
  • API: newActivity() and editAccount() will no longer validate endTime if isTimed is false
  • API: Fixes an issue where API keys without impersonation privileges could not download files

July 23, 2012

  • Fixed bug where editing an activity could revert the activity's type
  • Several additional bug fixes

July 6, 2012

  • Create quick notes for leads, accounts, and contacts right from their respective timelines!
  • Add the total won leads' value to the Sales quick report
  • Capitalize activity log notes automatically
  • Fix missing account type and industry on Account screen
  • Minor improvements for high-resolution displays
  • Additional bug fixes and improvements

July 6, 2012

  • Adds ability to scroll through all products, competitors, sources, users, etc.
  • Adds bulk edit and delete for accounts and contacts
  • Adds bulk delete tool to leads via "Bulk edit" button
  • Fixes issue where WuFoo form submissions lose data due to similar named fields
  • Import status page for CSV imports now shows the options selected for the import
  • Resolves an issue with long account names when importing via Google Contacts

July 2, 2012

  • Create quick notes on leads, accounts, and contacts right from their respective timelines!
  • Allow for reopening a lead from its 'More Info' screen
  • Fix a bug where activity type changes were not being saved
  • Additional bug fixes and improvements

June 22, 2012

  • Fix incorrect activity benchmark totals on the activity report
  • Fix issue with horizontal axis labels disappearing on custom reports
  • Fix issue with any-time activity dates changing after scheduling a follow-up activity
  • Change the custom report "Lead close date" filter to also match the "Expected to close" date
  • CSV importer will automatically trim leading and trailing spaces when mapping users and teams
  • Don't show error message when trying to close account or contact while editing a field
  • Fixes encoding issues with accentuated characters in notification emails
  • Addresses occasional issue where deleted entities still show up on list pages
  • Activity overview report now scrolls horizontally when many activity types
  • Fixes case sensitivity issue with gadget detecting sent emails
  • Include url fields for Accounts and Contacts when backing up
  • Addresses issue where double click on save activity button creates duplicate activities
  • Fix issue with "Any time" activities appearing a day later in Outlook after sync

June 14, 2012

  • Add the total won leads' value to the Sales quick report
  • Prevent the app from dialing unnecessary phone number extensions on accounts and contacts
  • Improve the display of long activity titles
  • Fix a crash on a lead's sales process screen that affected a few users
  • Fix an incorrect Pipeline report graph label
  • Additional bug fixes and improvements

June 5, 2012

  • Activities can be logged if start time is up to 60 minutes in the future
  • Fixes an issue where emails were occasionally missed in the activity detail report
  • Emails specific to a lead will no longer appear on other related leads
  • Activities specific to a lead will no longer show on other related leads
  • Resolves an issue where activities may be incorrectly associated with a lead
  • API: Adds isOverdue to stub responses (improving mobile device accuracy, as well)

May 23, 2012

Version 1.5 brings new sales analytics into the Nutshell Android app!

Review and filter six stunning graphs to stay on top of your new leads, pipeline, sales data, sales cycle analytics, activity effort, and on-time leads.

  • New home screen for quickly creating leads, accounts, contacts, and activities
  • Display a lead's optional description in lists

May 23, 2012

  • Activity grid report offers a daily breakdown of user activity in Nutshell
  • Adds Send to QuoteRoller functionality from leads
  • Improved accuracy in Nutshell usage timer
  • Using the Nutshell mobile apps now appears as time spent using Nutshell
  • "Last contacted" column in custom reports now includes associated activities
  • Custom account fields can now be viewed as columns on the list of leads
  • Fix an issue with "Long Text" custom fields appearing with truncated text
  • Activity log notes are no longer counted as notes in activity reports
  • Addresses UI glitch with long step names overlapping the assignee capsule
  • Addresses UI glitch in lead header with long content in the Opened By & Market fields
  • Improved error messages for CSV importer
  • Addresses several timezone issues in reports
  • Resolves an error when round-robin assigning leads after removing a user from a team
  • Removes an inadvertent "This activity spans multiple days" alert when saving all-day activities
  • API: Resolves an error when replacing files in an editLead() call

May 9, 2012

  • When filtering contacts by location, Nutshell now searches related account addresses
  • Adds the ability to include account addresses when exporting contacts
  • Fix incorrect dates shown for the "Last Contacted" column of the leads page
  • Better phone number recognition
  • Wufoo and Google Calendar interoperability updates
  • Performance and stability updates

May 8, 2012

  • Display a lead's optional description in lists
  • Improve filtering reports by user, product, or source
  • Hide all day activities' start time in lists
  • Add quick horizontal swipe to delete activities
  • Fix issue that prevented copying text from emails
  • Fix a bug that did not automatically add the current user to new activities
  • Fix incorrect report data for users outside of their default timezone
  • Additional bug fixes and improvements

May 3, 2012

  • Improved duplicate account detection (and fewer false positives)
  • Smoother search results (resolves several issues where find-as-you-type failed to find results)
  • Allow separate First/Last name contact fields from WuFoo forms
  • Tags will now be preserved when merging an account or contact
  • Account name is now included when exporting to Mailchimp
  • Adding notes to leads now triggers a notification
  • BCC emails now support messages sent from Quoteroller
  • When processing BCC e-mails, Nutshell will fall back to the Reply-To header if the From address doesn't correspond to an account in Nutshell
  • Enhanced error handling and custom field detection for HTTP Post API and WuFoo submissions
  • Fixes issue with incorrect lead milestone shown on leads list when skipping steps
  • Indication when no MailChimp lists are available to export
  • Fixes issue with WuFoo forms and checkbox fields
  • API: Calling editAccount() or editContact() on a account/contact that's been merged will return an error, and calling getAccount() or getContact() will return the account/contact it was merged with
  • API: Corrects the error message sent when requests are throttled

April 24, 2012

  • LinkedIn integration: Automatically search and view LinkedIn profile from every contact popup
  • Fixes a timezone bug with Google Calendar syncing where date is off by one for all-day or untimed activities
  • Resolves an inconsistency in lead green vs. red colors between web and mobile apps
  • Faster updates to lists of accounts, contacts and leads
  • Resolved a UI glitch in activity detail reports

April 13, 2012

  • Large report exports now happen in the background. When exporting a large report, Nutshell will export in the background and notify you when complete.
  • Improved performance for timeline views
  • Better expired trial experience

April 9, 2012

  • New leads will always be assigned to the logged-in user
  • Fixed an issue that would display the incorrect end time for multi-day activities
  • Various performance improvements
  • Added edit buttons to the title bar
  • Additional bug fixes

April 9, 2012

  • Imported legacy IDs are now visible in account & contact popups
  • Resolves a UI glitch when viewing a timeline email with many recipients
  • Resolves a UI glitch in activity overview reports
  • Fix issue with email validation failures due to invisible characters in the address
  • Backups now include IDs to maintain relationships
  • API: isTimed and isAllDay are now returned in stub activity responses

April 2, 2012

  • Allow notes to be edited by author within 24 hours of their creation
  • Fixes (rare) transposed values in tooltip for sales analytic reports
  • Text in timeline emails can now be selected (i.e. for copy/pasting)
  • Adds the ability to import territories for contacts, accounts and leads in CSV files
  • Fixes issue logging auto-responder sends from MailChimp
  • Full, uncropped activity notes are now included when printing an activity detail report
  • Improvements to billing experience, including overdue balance notification

March 30, 2012

This is a follow-up release to 1.6, which introduced mobile reporting.

  • Fixes crash on reports in certain edge cases
  • Fixes scrolling of activity notes
  • Improved graph x-axis labels display
  • Additional improvements

March 22, 2012

Version 1.6 brings new sales analytics into the Nutshell iPhone app!

Review and filter six stunning graphs to stay on top of your new leads, pipeline, sales data, sales cycle analytics, activity effort, and on-time leads.

Additional updates:

  • New leads will always be assigned to the logged-in user
  • Improved email address layout in Timeline lists
  • Fixed a crash when viewing a milestone with no steps
  • Additional bug fixes

March 5, 2012

  • Adds changelog notice when accounts and contacts are merged
  • Resolves an issue where list views were slow to update
  • Resolves a UI glitch where Mailchimp export buttons were improperly placed
  • Removed 'Nutshell Support' from activity reports
  • API: Arrays of files are now properly returned as arrays (as documented)

March 2, 2012

  • Disabled users are no longer suggested for owner filters
  • Clarify some column and filter names in custom reports
  • Skip pasted address parsing if an address has already been partially entered
  • Updates field label design in contact/account popups, resolving issues with custom fields that have long names
  • Fixes rare case when backup CSV files were missing the first header line
  • Fixes issue when importing US zip codes with leading zeros stripped (e.g. Salesforce exports)
  • API: Adds user and team management methods
  • API: Analytics reports now accept multiple filters

February 22, 2012

  • Multiple UI improvements and fixes to timeline and activity detail reports
  • Show the original source of notes, when cross-referenced from a different entity
  • Activity notes in the timeline are now limited to 8 lines
  • Fix bug where milestone on leads with overlay processes sometimes doesn't advance properly
  • Resolves a bug where duplicate activities could occasionally appear in the timeline
  • Addresses an issue where it was possible to accidentally create multiple follow-up activities
  • Resolves an issue where the 'Edit processes' button was hidden with long milestone names
  • Fix problems attaching forwarded BCC emails to leads if subject is over a certain length
  • API: Adds isTimed flag to activities, as available in the web UI
  • API: Adds delete methods for several entities
  • API: Adds product creation / editing

February 16, 2012

  • It's now possible to have no default sales process
  • Resolved an issue where reverting an import would time out (reverts now happen in the background)
  • Addresses several issues with BCC emails forwarded from Outlook
  • Adds the ability to import tags for contacts, accounts and leads in CSV files
  • If a team is specified in the "Assigned to" report filter, all leads assigned to users in that team will be found
  • Addresses several visual glitches in new dropdown styling
  • General performance improvements
  • Provide a useful error message if accessing Nutshell via Internet Explorer in compatibility mode
  • API: Adds ability to find activities by type

February 14, 2012

  • All users can now access sales analytics reports (data is limited to their permission level)
  • Sales processes can now be added, removed and restarted on an ad-hoc per-lead basis
  • Notes are now intelligently shared and cross-referenced between leads, accounts, and contacts
  • Accounts can now be added as participants to activities
  • Activities with account participants are visible in the timelines of contacts associated with those accounts.
  • Lead timeline now automatically infers related activities
  • Improved design of emails in timelines
  • Adds the ability to search for contacts based on an account tag
  • Fixes incorrect sort order when sorting imported contacts by name on the contacts tab.
  • Easier discovery of custom field types
  • Fixes an issue with international phone numbers from Wufoo
  • Fixes bug when adding service products to leads in IE 8.
  • Better error messages when attempting to import a non-CSV file
  • Fixes an issue where updating a lead's value did not immediately update list page
  • New design for most buttons
  • API: Adds a 40 request/minute rate limit to non-stub find() methods

February 7, 2012

  • New lead page will prompt if leaving with unsaved changes
  • Improved new-user experience with help boxes, placeholders, and Nutshell setup todo items
  • Popup talk tab will reload if changes are made
  • Follow-up activities can now easily copy participants from the original activity
  • Automatically prune duplicate email addresses, phone numbers, URLs, and addresses during imports
  • Much improved import performance
  • Easier discoverability for importing job titles
  • Added account names to activity detail report
  • Fixes rare case when unable to delete a process if it was attached as a step action
  • Fix errors if business start and end time are the same
  • Fix issue that occassionally resulted in incorrect labels for custom report bar graphs
  • Fix bug wherein custom field contents disappear on lead/account/contact pages if the field is renamed
  • Addresses some incompatibilities with Google Voice chrome extension
  • Territories that match by postal code will now match by prefix (e.g. an address with postal code "48103" will match "481")
  • The current month's sales quota can now be modified
  • API: Limit parameters are now capped at 100 for some non-stub find methods
  • API: Added ability to limit to overdue activities in findActivities()

January 27, 2012

  • Much improved accuracy during duplicate checking
  • Improved performance during CSV imports, including immediate feedback as items are added
  • Better feedback to indicate when filters are enabled
  • Added ability to filter zip codes by prefix (e.g. '481' will find '48103')
  • Addresses several issues in backup CSV files with newlines in cells, and invalid characters in filenames
  • Allow case-insensitive custom fields in HTTP POST API
  • Disabled users are now managed from a separate page
  • If a Legacy ID mapping is specified during a CSV import, check for uniqueness
  • Bulk edit tool can now be limited to administrators only
  • Added ability to sort contacts/accounts/leads by tag
  • Fixes incorrect tag counts on setup page
  • Owner is now set on contacts imported from Google
  • Resolves an issue with steps when descriptions contain non-English characters

January 23, 2012

  • Improved relative time formats
  • Fixed a bug when saving relationship notes on a newly created lead
  • Fixed overlapping fields when creating an account
  • Fixed a bug that would lock the user out from logging in
  • Fixed a bug that prevent lead from being created without an attached account
  • Additional bug fixes

January 19, 2012

January 18, 2012

  • New backup tool to export all data as a zip file
  • Dashboard now shows 10 (vs. 5) upcoming important activities
  • Important activities on the central part of the dashboard are now indicated with a flag
  • Due times are now displayed on non-workable steps
  • Resolves an issue where merged items would occasionally still show up in lists, despite being deleted
  • Addresses several performance problems that caused delays between adding an item and having it appear in all lists
  • Resolves an issue where editing a process and updating existing leads would occasionally fail
  • Disable notifications for imports and bulk edits
  • Fixes an issue where "Don't import" columns in CSV imports would attempt to import as phone numbers
  • Resolves occasional error messages when attempting to de-duplicate an item
  • Custom logo and images are now faster and cacheable by browsers
  • Performance improvements

January 11, 2012

  • Adds a new "Long text" custom field type for accounts, contacts, and leads
  • Leads can now be completely deleted by administrators
  • Multiple client-side performance improvements, decreasing page load time
  • Better warnings when Javascript or cookies are disabled
  • Fixes Wufoo address form element detection, due to API changes
  • Visiting will now take you directly to the app, if you're already logged in
  • Fixes a bug where deleted or reverted leads could re-appear in leads list
  • Adds a "Stay signed in" checkbox to the login page to persist login after the browser is closed
  • Resolves a rare error when editing a process with Mailchimp integration
  • Addresses a rare error when associating a contact to account during lead creation
  • Custom fields of type "Phone", "URL", and "Long Text" can now be imported
  • Fixes download errors when exporting custom reports in IE 8
  • Several character encoding fixes to the BCC email tool
  • Resolves Javascript issues with Firefox 10 beta
  • Resolves an issue where very long custom decision fields were not visible in Firefox

January 4, 2012

  • A new support widget with inline, searchable documentation and simpler support ticket submission
  • Resolves occasional slowness when pasting in locations
  • Fixes issues with clicking custom report checkboxes quickly
  • Fix problem with job title changes on "Contacts" tab of an Account not fully saving
  • Lead value is now blank when removing all products instead of 0
  • Fixes a rare error when creating an activity with no lead
  • Allow setting territory to "None" in account and contact modals
  • Fixing "Invalid price" errors when editing products while in certain locales.
  • When uncompleting a step on the dashboard, lead details are no longer hidden
  • Better handling of MailChimp outages
  • Fix an rare case where custom field values weren't saved when clicking away from a tab

December 28, 2011

  • Resolves issues with skipping steps which affects milestones and prerequisite steps
  • Fix errors exporting contacts to MailChimp
  • Optimizations to address paste parsing
  • Fixes issues where updates were not reflected on index pages
  • Always show default currency in currency-drop-down when editing a custom currency field
  • Fixes import failures when there's a very large number of non-fatal errors
  • Include address line 3 and country when exporting accounts and contacts
  • Prevent negative page error on index lists
  • Show primary email on contact index list

December 21, 2011

  • Adds a "Schedule new activity" button to contact popups
  • Addresses an issue where activity quick create calendar fails to close
  • Users can now un-specify a time when quick-creating an activity
  • Resolve slowness when deleting a tag that's associated with many accounts/contacts/leads.
  • Never show skipped steps on the dashboard
  • Resolves a bug where skipping steps did not advance the lead's milestone
  • Resolves several visual glitches with long custom field names
  • Addresses several other edge case visual glitches
  • Better indication of number of total / enabled users

December 20, 2011

  • Leads can now be created as pending, and can individually be reverted to pending
  • Lead descriptions, notes, and custom fields can now be imported
  • Better parsing of lead confidence values in CSV importer
  • Fixes an issue where many custom fields weren't searchable
  • Fixes a glitch in report graphs where axis labels were rounding incorrectly
  • Fixes an incorrect calculation in the forecast pipeline graph
  • Fixes an issue where deleted items weren't immediately removed from some lists
  • Resolves an issue with duplicate accounts after reverting a Highrise import

December 16, 2011

  • Add top search button to Accounts, Contacts, and Leads lists
  • Fix issues with handling non-Western character sets
  • Improve error handling
  • Tweak About screen for different screen sizes
  • Various bugfixes

December 16, 2011

  • Skippable steps in sales process
  • Adds support for Chrome Google Voice extension inside of popups
  • Fix UI glitch on the button bar on the "Leads" tab of account/contact popups
  • Fixing bug with weekday calculations that causes errors when the start of the work week is set to "Saturday".
  • Changing CSV import deduplication logic to only match entities using legacy ID if present.
  • Fixes setup tag "report" links.
  • Better support for non UTF-8 CSV imports
  • Custom activity types are now sorted by name
  • Fixes issue where line breaks weren't preserved in activity logs
  • Resolves several Internet Explorer-specific issues
  • After updating territories, all territories can now be recalculated
  • Allows pending leads to be created via HTTP POST API.
  • Account type filter on Contacts index page.
  • Untimed activities synced to Google will be listed in Google as all-day (instead of 11:59pm)
  • Fixes a bug where US state was ignored when country was set to "Any" on leads, accounts, and contacts tabs

December 8, 2011

  • The detail report is now the default activity report
  • The Highrise importer is more resilient with bad data
  • Step completion can now be undone, even if actions were triggered
  • Links in tweets are hyperlinked
  • Show more suggested tags when filtering or adding tags
  • API: Support for setting territories
  • API: User status (enabled / disabled / admin) is now returned
  • API: search() requests now accept a limit parameter
  • Bug #3249: Fix error when saving lead distribution page
  • Bug #3251: Fix error when ordering a forecast report by "Pipeline" and with "Period" set to "This Month" or "Next Month"
  • Bug #3255: Fix problems with slider for setting lead confidence in the process builder

December 6, 2011

  • Adds SKUs to product cards and product popovers
  • Faster imports
  • Fixes import hangs from large Highrise accounts
  • Adds support for Canadian provinces
  • Several fixes for Exchange syncing
  • Fixes an issue in Mailchimp export
  • Adds lead descriptions to dashboard steps
  • Fixes issue where assignment capsules weren't clickable
  • Addresses an issue where changing certain options in a process wouldn't cause the save button to appear
  • Fixes a bug where changing an account type or industry wouldn't immediately update related contacts
  • Bug #3229: Fix bug with viewing the lead distribution page in IE 8 where the page gets scrambled shortly after page load.
  • Bug #3171: Fix issues with setting up Exchange synching when users have a non-primary e-mail address set.

December 2, 2011

  • You can now use territories in sales analytic reports
  • Steps without due times can now be delayed
  • More information on individual delays applied to a step
  • More obvious delay and assign buttons on steps
  • Fixes bug where total count of leads, accounts, and contacts was wrong when filtering
  • CSV importer can now import owners for contacts and accounts
  • Fixes some missing icons in sales analytics dropdown
  • Resolves an issue where the number of open leads was displayed incorrectly in popups
  • Error redirects for HTTP POST API now include information on failures
  • Fixes an issue with Exchange activity syncing, where contacts were occasionally sent invitations
  • Addresses a glitch where the last milestone was invisible with long milestone names
  • Bug #3193: Fix errors in find() API methods when supplying empty arrays for the query
  • New option to "Your account" page for only syncing activities marked "Important" with Google or Exchange

November 29, 2011

  • Huge new filtering features for leads, accounts, and contacts
  • Territories for location-based assignment and filtering
  • Search by area code, postal code, city and state, including fuzzy distances (e.g. "50 miles of Ann Arbor, MI")
  • Contact and account ownership to explicitly specify owners of contacts and accounts
  • Redesigned buttons and statuses in popup dialogs
  • Provide information on total number of contacts and accounts
  • Fix problem synchronizing activities with Google Calendar when first participant is a contact.
  • Several fixes where grey placeholder text remaining visible after typing in an input
  • Functionality #3014: Step delays no longer affect lead expected close time.
  • Functionality #2353: Ability to assign leads by account type and industry

November 21, 2011

  • Clarifies that business hours on the "Settings" page are shown in the user's local timezone.
  • Much faster responses for activity effort report
  • Bug #3036: Unworkable steps are now never displayed on the dashboard, even if they're overdue
  • Fixes issues importing certain malformed messages from Google Gadget.
  • Bug #3011: Addresses issues with placeholder text in process builder
  • Bug #3072: Fix error when adding e-mails containing non-UTF8 characters
  • Bug #3068: Fix rare error when viewing contacts tab of an account
  • Bug #3062: Fix issue with lead distribution block being duplicated if "Save" button is clicked multiple times
  • Bug #2983: Fix issue when editing multiple unsaved reports in separate windows or tabs
  • Bug #3059: Fix issues with product, source, contact, market, and milestone names not being updated on lead list
  • Bug #3050: When syncing an activity with Google Calendar, sync it with the calendars of any participants who are Nutshell users, not just the user who created the activity
  • Bug #3008: Fix misaligned "Type" gray text on the "Sales Process" page when choosing step assignees
  • Bug #3099: Fix multiple bugs with findActivities() API method when the 'userId' and/or 'contactId' query parameters are used
  • Bug #3115: Fix issue where changes to business hours were not saved in Internet Explorer
  • Bug #3124: Fix bug where removing all the choices for a custom decision field on a lead results in a "Missing required parameter" error
  • API: Lead stub responses now include primaryContactName

November 7, 2011

  • Mailchimp integration option to send welcome message when added to list #2979
  • Mailing addresses can now be displayed and cleanly exported in custom reports #2066
  • Only show process update dialog if there are leads with the current process #3009
  • Bug #2988: Fix display issues with dates in timezones with a UTC offset greater than +12:00
  • Bug #3010: Fix errors when sorting forecast and performance reports
  • Bug #3018: Fix issues with email address being displayed incorrectly in timeline
  • Bug #3022: Fix silent errors when creating an account with location set to certain values
  • Bug #3024: Addresses a rare condition when a tag is deleted, and another user attempts to use it
  • Bug #3038: Fix issue with deleted custom fields causing errors when merging accounts/contacts
  • Bug #2996: Resolves issues importing some country codes from Highrise
  • Bug #2957: Resolves rare case where deleted items could still be found via search
  • Bug #2959: Certain country calling codes (i.e. +95) weren't recognized
  • Better support for importing URLs

October 25, 2011

  • Much improved universal search: matches are highlighted in results, much better results when searching by phone number, see company names for contact results, more room for results and performance improvements
  • Unrecognizable messages sent to will now generate a bounce if they can't be interpreted
  • Contact, account, and lead lists are updated live when a account or contact is changed in a popup
  • Resolves issues with audio/video playback in Firefox
  • Multiple improvements and fixes for deduplication tool, particularly for "Not a duplicate" action
  • Column chooser UIs for tables are more intuitive
  • Fixes the "Today" button in date pickers
  • More intuitive lead distribution interfaces
  • Better cross-browser support for suggestion text in input fields
  • Administrators can no longer remove themselves as administrators
  • Resolves an issue where MailChimp exports ignored tags
  • Fixes a case where "last contacted time" wasn't always updated for leads
  • Fix issue with API find* methods being overly restrictive with respect to team ACLs.

October 18, 2011

  • New tagging features to organize your accounts, contacts and leads
  • Resolves an issue with the Google Mail gadget when the sender's address contains a hyphen
  • Resolves reporting issues on leads with multiple products of the same type
  • Adds links to new Nutshell Android app
  • Addresses several glitches in the bulk edit interface
  • Improves performance of CSV imports
  • Make prerequisite step selection more intuitive by defaulting to the previous step
  • Leads can now be reopened via API

October 10, 2011

  • Performance updates to contact and account exports
  • Usability updates for users and teams page
  • Lead, account, contact list pages remember the current page when going back to them
  • Pasting text into contact and account cards is more reliable
  • An entire address can now be pasted into purple account card address fields
  • Keep accounts/contacts in sync with lead assignee changes
  • Importer now accepts CSV files which contain rows with less columns than the header
  • Default to showing default currency for custom currency fields
  • Custom report fix when renaming account types
  • Cleanup in country code validation
  • Resolves an issue with iOS push notifications
  • Fix for uploading files in IE
  • Fix for MP3 audio playback in some browsers
  • API: updates for upcoming tagging feature

September 28, 2011

  • Sales processes can now be automatically updated after editing
  • Data exports can now be limited to administrator users
  • New participant chooser for quick-logged activities
  • Default country for addresses can be edited
  • Disabled users no longer appear in activity reports
  • Several fixes to "Last contacted" time
  • Much improved performance on CSV imports
  • A warning is now presented when leaving the sales process editor with an unsaved process
  • Allows the lead ID column to be hidden, while keeping rows clickable
  • New user email welcomes are no longer mandatory
  • Large speed improvements on the product management page
  • Cleaner UI for import status
  • Addresses an IE9 crash on the login page
  • Resolves an issue with CSV imports that contain certain characters
  • Improved handing of MailChimp outages

September 21, 2011

  • Fix an issue where account names in leads lists weren't upgraded after renaming
  • Adds the ability to create a lead from an account or contact
  • Shows the number of leads and contacts directly in popup tabs
  • Created time can now be displayed on contact lists
  • Hide emails from lead timelines that were sent before the lead was opened
  • Allows the ability to choose from any currency type
  • Multiple UI improvements in activity popups, process builder and import tool
  • Updates date format in CSV exports to be compatible with Microsoft Excel
  • Several fixes to BCC email parsing
  • Addresses an issue in Chrome where pop-ups became unresponsive after animations
  • Sync activity times to Google even when the activity has been logged
  • Treats legacy IDs as case-sensitive for better compatibility with Salesforce exports

September 13, 2011

  • Streamlined Google Apps integration process
  • Allow selecting "Products" and "Sources" as columns in lead lists
  • Users restricted to viewing only their data will be able to view leads if they are assigned to a step in the lead
  • Fix activity follow-up popup for new activities
  • Multiple fixes for Internet Explorer 8 issues
  • Fix issue with forecast reports showing quotas from deleted teams
  • More flexible lead attachment for forwarded BCC e-mails

September 2, 2011

  • Improved activity workflow
  • Activities can be quick-scheduled from the lead sidebar
  • New follow-up activity interface
  • Activities are not required to have a time; untimed activities intelligently sort in the dashboard
  • Activities can be flagged as important; upcoming flagged activities appear in a new dashboard box
  • Google Calendar activities now include additional information on the synced activity, including a URL
  • New options for importing leads: assignee, source, confidence, and created time
  • Multiple notes can now be imported
  • Several fixes to legacy ID behavior in the import tool
  • Resolves a rare issue with sorting custom fields that end in a period
  • Better feedback during MailChimp exports
  • Bulk edits now include information on the editing user
  • Resolves an issue calculating last contacted time for leads
  • Resolves an issue where some BCC'd emails would appear in the account card, but not the lead timeline
  • Resolves an issue calculating win rate in sales analytics

August 23, 2011

  • Google Contacts import tool - import all, or specific groups of contacts from Google into Nutshell
  • Resolves issue that caused occasional crashes in Google Chrome tabs
  • Adds better styles for printing Nutshell pages
  • Multiple visual tweaks to new sales analytics
  • Addresses an issue in sales analytics reports where reverted imports affected analytics
  • Fixes missing account type and industry columns in CSV exports
  • Several fixes for Internet Explorer 7

August 17, 2011

  • New sales analytics graphs - six new ways of monitoring leads and activities
  • Design updates to existing reports: charts, and navigation
  • When viewing an account's leads in the popup, lead descriptions are now displayed
  • Multiple email and URL fields can be imported
  • Multiple performance-related upgrades
  • Users default market is now respected when creating new leads
  • Fix design glitch when working with large numbers of possible decisions in custom fields
  • Fixes an issue where users with long email couldn't view the sign out link
  • Disabled users are no longer selectable in custom reports and as activity participants
  • Addresses a case-sensitivity issue in Google Gadget

August 10, 2011

  • Custom lead reports can now be exported to Mailchimp
  • Fixes an issue where deleted entities would still affect new imports

August 1, 2011

  • Markets can now be added as columns in lead lists
  • Resolves an issue where # of emails / activities weren't being updated in lead lists
  • Fixes an issue when setting product price on new leads in non-default markets
  • Resolves an issue reopening a lead with narrow monitors
  • Fixes a UI glitch in purple cards for accounts with long names and phone numbers
  • Addresses confusing data in certain product reports
  • Addresses a UI glitch in account timeline view
  • Multiple improvements to import tool

July 26, 2011

  • Adds the ability to view and sort by industry and account type in account and contact lists
  • The import tool now automatically handles phone extensions
  • Multiple improvements to the import tool, especially for large files
  • Several infrastructure updates for greater reliability and better performance

July 20, 2011

  • Adds a new import status monitor with the ability revert past imports
  • Allows imports to update existing contacts / accounts
  • Leads can now be found by searching for optional description
  • Phone numbers are now displayed in purple account cards
  • When deleting entities (e.g. sources, competitors), one can choose a replacement to merge related items
  • Saturday can now be selected as the start of the work week
  • Resolves several cases where browser autocomplete would interfere with Nutshell
  • Resolves an issue where the Google Gadget could display a contact card for a similar email address
  • Resolves an issue with Mailchimp integration which caused a valueset error
  • Adds several new currency types
  • Multiple performance-related improvements

July 12, 2011

  • New UI and many improvements to report graphs, for easier interpretation of data
  • Columns displayed in the main list of leads can now be configured and sorted with more flexibility
  • Better feedback in step confidence slider, when used as a step action
  • Remember and show the last-viewed milestone per lead
  • Improvements when parsing emails forwarded by Microsoft Outlook

July 7, 2011

  • Adds support for detecting and handling sent messages in the Gmail Gadget
  • Gmail gadget can now be visually collapsed for users not directly working with Nutshell
  • Fax numbers can now be imported
  • Resolves an issue where activity notes were displayed twice in new activity detail report
  • Fixes issues with per-user billing counts and disabled users
  • Resolves an issue when displaying many columns in a list of leads

July 1, 2011

  • New activity detail report shows chronological notes, emails and activities, filterable by user
  • Overhauled notifications - intelligent email / iPhone updates with context on what changed and why
  • Users imported from Google can now be enabled or disabled by default
  • Streamlined search UI on leads, accounts, and contacts home pages with less wasted space.
  • Resolves an issue with Google Gadget email import from non-English domains
  • Allows importing addresses with full country names
  • Job titles can now be imported
  • Default phone country code can now be configured
  • Addresses an issue with MailChimp autoresponder triggers
  • Multiple performance improvements

June 22, 2011

  • Adds support for multiple-choice custom decision fields on leads
  • Addresses multiple issues with certain CSV import files
  • Improvements to user editing UI
  • Resolves an issue in Google Gadget for users with the "All Mail" folder disabled
  • Fixes issues with importing emails with no subject

June 20, 2011

  • Allows more flexibility in CSV files to be imported, including exports from Google Contacts
  • Activity benchmarks can now be deleted
  • Adds separate job title / account columns in contact exports
  • Fixes a UI glitch when choosing available delays for a step
  • Fixes an issue where delays without a maximum # of applications were unavailable
  • Removes confusing drag handlebars from the all users page
  • Addresses an issue where last contacted time wasn't always updated after activities were logged
  • Fixes an issue where duplicate processes could be added by a step's action
  • Hides browser-side autocomplete popups in certain capsules
  • Adds performance-reporting data to help us optimize Nutshell for speed

June 14, 2011

  • Custom fields can now be imported during CSV imports
  • Redesigned and consolidated 3rd-party integration UI
  • Updates MailChimp integration to show MailChimp open/click events in contact popups
  • Adds more flexible restriction modes for team-based access control
  • Addresses an issue where custom logos were improperly sized
  • Users can now be removed from an activity benchmark
  • Fixes an issue where escape wouldn't close a contact/account popup in Firefox
  • Adds additional currency types

June 6, 2011

  • New activities are now named intelligently, based on their type ("Phone call," instead of "Untitled activity")
  • Multiple improvements and fixes to CSV importer
  • Accounts and contacts added via HTTP POST API are now linked
  • Accounts and contacts added via CSV import are linked as appropriate
  • Fixes issue where "Last contacted time" didn't always update
  • Fixes issue where undoing steps didn't adjust current milestone
  • Fixes faulty logo resizing in some cases
  • Fixes BCC email ingestion when mail clients didn't include a plain text part
  • Adds additional currency types

June 2, 2011

  • Initial MailChimp integration: filtered contacts can be exported, and a new step action can send the current lead to a MailChimp list
  • CSV import tool: upload a CSV file to create accounts, contacts and leads
  • Duplicate contacts and accounts are now noted in popup dialogs (in addition to mini cards)
  • Resolves issues with iPhone push notifications
  • Support for several new currency types
  • It's now possible to bulk edit leads when viewing a list of over 1,000
  • The note & activity creation box intelligently switches when filtering to just notes or just activities
  • Default assignment for leads is now "Assign to me" instead of "Automatic assignment"
  • Disabled users no longer affect billing
  • URLs in contact and account popups now open in a new window
  • Fixes issue where deleted products and account types were still shown in some reports
  • Fixes issue where some reports couldn't be deleted

May 19, 2011

  • Leads can now receive an optional description, to differentiate multiple leads with the same account
  • Adds support for Microsoft BPOS + Exchange Online when using Exchange integration
  • Adds new Google Apps integration
  • More columns can be viewed in account and contact lists
  • Lead outcomes can be seen as a custom report column
  • New-style Twitter URLs are recognized
  • Fixes a pricing glitch when multiple identical products are attached to the same lead
  • Multiple fixes to BCC email capture

May 9, 2011

  • Unworkable steps (i.e. with prerequisites) no longer appear in the dashboard
  • Account & contact CSV exports now include custom fields
  • Imported Highrise notes now include the correct original date
  • Several improvements for companies with limited-view users

May 2, 2011

  • Adds a new Highrise importer, to import all people, companies, notes, and emails from a Highrise account
  • Multiple improvements to duplicate detection
  • Fixes a UI glitch when editing a custom field
  • Better UI for setting job titles
  • Clarifies that activity participants won't receive an email

April 26, 2011

  • New contact and account deduplication tool
  • Better support for regions with commas as decimal separators
  • Remove email links in account & contact lists (many users were inadvertently clicking it, when trying to view the contact)
  • Fixes sorting by custom fields when custom fields contain spaces