New Create Report Flow
New Create Report Flow
A quicker and more transparent create report flow
New
August 9, 2022
Company Overview Widget
Company Overview Widget
Feature one or more companies on your dashboards
New
July 19, 2022
Push API
Push API
A new API that allows you to push data from anywhere into the platform
New
June 28, 2022
Company Profile: Flag Data Button
Company Profile: Flag Data Button
Easily notify our support team of bad data
New
June 21, 2022
Tracked Companies Report
Tracked Companies Report
New groups will have a default Tracked Companies report
New
June 21, 2022
Containers
Containers
Reports, Integrations, and Data Providers tabs will now be featured all in one place. For newly created groups, you will find this under the Containers tab.
New
June 14, 2022
Table Card: Open Configuration Button
Table Card: Open Configuration Button
Added a button to the table card that allows users to open the Table Configuration Modal so they can make adjustments without having to close the profile and go back to the table.
Improvement
June 1, 2022
Fixes
Fixes
Variety of fixes
Fix
June 1, 2022
Kanban Widget: Company Counts
Kanban Widget: Company Counts
See how many companies exist in each column.
Improvement
May 17, 2022
Report Filter Ordering
Report Filter Ordering
We have improved our sorting algorithm for report filters
Improvement
May 17, 2022
Fixes
Fixes
Kanban scrolling, text colors, and refresh icons
Fix
May 17, 2022
Renamed Flatfile to Spreadsheets
Renamed Flatfile to Spreadsheets
Users will now see the Flatfile Integration as Spreadsheets
New
April 19, 2022
Group Settings - Logo Override
Group Settings - Logo Override
Brands within larger organizations can now have their own, distinct logos.
Improvement
April 19, 2022
Fixes
Fixes
Variety of fixes
Fix
April 19, 2022
New Onboarding Experience
New Onboarding Experience
A refreshed onboarding experience
New
April 13, 2022
Search Issue in Quick Actions Modal
Search Issue in Quick Actions Modal
Field management issue resolved
Fix
April 12, 2022
Quick Actions Overview
Quick Actions Overview
A refreshed starting page in quick actions
New
March 29, 2022
Re-Style Update Screen
Re-Style Update Screen
Update pop-up less obtrusive and shifted to bottom right of screen.
Improvement
March 29, 2022
Fixes
Fixes
General bug fixes
Fix
March 29, 2022
Microsoft Dynamics 365 Connection
Microsoft Dynamics 365 Connection
Integration with Microsoft Dynamics 365
New
March 22, 2022
SSO: Disabled User Information Editing
SSO: Disabled User Information Editing
Improvement
March 22, 2022
SSO: Improved Link Routing
SSO: Improved Link Routing
Improved sharing of links for SSO users
Improvement
March 22, 2022
Fixes
Fixes
Variety of fixes
Fix
March 22, 2022
Sector Map Widget
Sector Map Widget
Filter for the companies on your sector map widget
Improvement
March 14, 2022
Group Settings - disable public links and post notifications
Group Settings - disable public links and post notifications
Group administrators can disable additional functionality for their group
New
February 15, 2022
File Widget - rich text link support for PDF’s
File Widget - rich text link support for PDF’s
Text links now work in our pdf viewer
Fix
February 15, 2022
Salesforce Integration
Salesforce Integration
Connect your Salesforce data to the platform
New
February 1, 2022
Batch untracking efficiency
Batch untracking efficiency
Improved processing of untracking companies
Improvement
February 1, 2022
Sorting newly created fields
Sorting newly created fields
Fix for newly created fields not sorting on tables correctly.
Fix
February 1, 2022
Fix for “is not empty” filters
Fix for “is not empty” filters
“Is not empty” filters will now work as expected.
Fix
February 1, 2022
Added By field
Added By field
See which user in your group tracked a company
New
December 7, 2021
Pick fields during report creation
Pick fields during report creation
When creating a new report, pick which fields you want to use inside of it
New
November 30, 2021
File Upload Widget: new PDF viewer
File Upload Widget: new PDF viewer
Brand new PDF viewer
New
November 2, 2021
Fixes for filter graphs, Crunchbase permalinks, and fake domains
Fixes for filter graphs, Crunchbase permalinks, and fake domains
Various fixes
Fix
October 28, 2021
Report recipients can filter the table
Report recipients can filter the table
Recipients of reports can now filter all of the results.
New
October 26, 2021
Swap group design improvement
Swap group design improvement
Search menu is more obvious
Improvement
October 26, 2021
Access API: Post and Post Attachment Support
Access API: Post and Post Attachment Support
You can now query for your group's post and post attachments
New
October 19, 2021
Group Table Configuration
Group Table Configuration
Everyone can have the same view on the Companies tab
New
October 19, 2021
Field Information sidebar
Field Information sidebar
See everywhere your field is being used
New
October 16, 2021
Improved Fields Settings
Improved Fields Settings
Overhauled to give you complete visibility into your fields
Improvement
October 16, 2021
Field search: fields are listed alphabetically
Field search: fields are listed alphabetically
All fields for a given source now appear in alphabetical order
Improvement
September 28, 2021
Flatfile optimizations
Flatfile optimizations
Reduced import times by up to 97%
Improvement
September 28, 2021
Deselect radio fields
Deselect radio fields
Select an existing radio value to deselect it
New
September 14, 2021
Track companies from search
Track companies from search
Track companies without opening their profile
New
September 14, 2021
Text fields now support URL's
Text fields now support URL's
URL's pasted into text fields are now clickable
Improvement
September 14, 2021
Fixes
Fixes
Fix
September 14, 2021
Scrollbar visibility enabled
Scrollbar visibility enabled
All scrollbars visible
Improvement
September 7, 2021
Improved Fields Dropdown and Configure Table Modal
Improved Fields Dropdown and Configure Table Modal
Overhauled with workflow improvements like bulk action support
New
August 31, 2021
Various fixes
Various fixes
Fixes to newsletters, activity, filters, kanban boards, and more
Fix
August 31, 2021
Create companies from the new company search
Create companies from the new company search
You can create a new company profile if you can't find a company
New
August 24, 2021
Improved context on tracking cards
Improved context on tracking cards
Better context on cards from groups that haven't shared data
Improvement
August 24, 2021
SSO users appearing without a name
SSO users appearing without a name
SSO users who haven't supplied a name will now show their email
Fix
August 24, 2021
Reports "Updated At"updated
Reports "Updated At"updated
More types of activity are included
Improvement
August 3, 2021
Remove images from posts
Remove images from posts
You can remove existing images from posts
Improvement
July 27, 2021
Graph exports support custom colors
Graph exports support custom colors
Exported graphs will match your graph's original color
Improvement
July 27, 2021
All filter modifiers visible by default
All filter modifiers visible by default
See every modifier without needing to input text
Improvement
July 27, 2021
Newsletter: improved SSO support
Newsletter: improved SSO support
Less confusion about where to ogin
Improvement
July 27, 2021
Configurable default source on Companies
Configurable default source on Companies
Choose which source your group sees first on Companies
New
July 20, 2021
New scroll indicator on Group Switcher
New scroll indicator on Group Switcher
New scroll indicator on long lists
Improvement
July 20, 2021
More accurate company search
More accurate company search
Company search will show better matches against your query
Improvement
July 20, 2021
Sticky footers on modals
Sticky footers on modals
Buttons are pinned to the bottom
Improvement
July 6, 2021
Visually dynamic Table cards
Visually dynamic Table cards
Table cards now reflect the branding of received reports
Improvement
June 22, 2021
Invite internal teams and external partners
Invite internal teams and external partners
New ways to invite others to join KITE
New
June 15, 2021
New Sharing feed and updated share modal
New Sharing feed and updated share modal
Simpler design with more context
New
June 15, 2021
Connections and Team are moving
Connections and Team are moving
The tabs have been moved to the upper-right dropdown
Improvement
June 15, 2021
Fixed dashboard graphs not loading on new reports from templates
Fixed dashboard graphs not loading on new reports from templates
Fixed dashboard graphs not loading on report templates
Fix
June 15, 2021
KITE Lite Upgrade Button
KITE Lite Upgrade Button
New button to see what you can unlock
New
June 8, 2021
Flatfile: improvements to checkbox field imports
Flatfile: improvements to checkbox field imports
Improved checkbox validation
Improvement
June 8, 2021
Flatfile: support for multiple checkboxes
Flatfile: support for multiple checkboxes
Checkbox fields with multiple options are supported now
Improvement
June 1, 2021
Request data from other groups
Request data from other groups
Email other groups for more information
New
May 25, 2021
Create company improvements
Create company improvements
Workflow improvements for creating companies
Improvement
May 25, 2021
Updated Sources field count color
Updated Sources field count color
Tweaked color on Sources field
Improvement
May 25, 2021
Company profile button hover states
Company profile button hover states
Added hover states to buttons
Improvement
May 18, 2021
Fixed adding many cards to company profiles
Fixed adding many cards to company profiles
Add many cards to company profiles
Fix
May 18, 2021
Company profile sharing context
Company profile sharing context
See where your received fields came from
New
May 11, 2021
Field Graphs: select all results
Field Graphs: select all results
View all results from any field graph
New
May 11, 2021
Source of data on field graphs
Source of data on field graphs
Show what field is powering field graphs
Improvement
May 11, 2021
Fixed All Companies not updating with new form submissions
Fixed All Companies not updating with new form submissions
New submissions correctly appear in All Companies
Fix
May 11, 2021
Pigeonhole Live integration
Pigeonhole Live integration
Dashboard widget that displays a Pigeonhole view
New
May 4, 2021
All Companies Source
All Companies Source
All tracked and shared companies on one table
New
April 25, 2021
Clearbit EIN, NAICS, and SIC Codes
Clearbit EIN, NAICS, and SIC Codes
New Clearbit fields available
New
April 6, 2021
Reports default to All Companies
Reports default to All Companies
Report tables default to All Companies instead of a list
Improvement
March 30, 2021
More Accurate Search
More Accurate Search
Stricter matching on search results
Improvement
March 30, 2021
Improved Sharing Context
Improved Sharing Context
More clarity on sharing fields
Improvement
March 30, 2021
Table Card
Table Card
Show table column configuration as a card on company profiles
New
February 23, 2021
Toggle "Is Empty" values
Toggle "Is Empty" values
Show or hide "Is Empty" values on graphs
Improvement
February 23, 2021
Reports Data Source Dropdown
Reports Data Source Dropdown
Quickly filter for created and received reports
New
February 16, 2021
Connections Management
Connections Management
Ability to turn any integration on and off
New
February 16, 2021
Companies Data Source Dropdown
Companies Data Source Dropdown
Quickly filter for tracked and received companies
New
February 9, 2021
Endless Scrolling on Tables
Endless Scrolling on Tables
Scroll endlessly on any table
New
January 6, 2021
Manual Account Creation
Manual Account Creation
Manually create accounts for anyone
New
December 2, 2020
Company Profile Organization
Company Profile Organization
Hide specific or empty cards
New
November 18, 2020
Reports Visual Improvements
Reports Visual Improvements
Softer shadows and better spacing
Improvement
November 18, 2020
Company Importer Error Reporting
Company Importer Error Reporting
More readable error reports
Improvement
November 18, 2020
Your Cards vs. Connection Cards
Your Cards vs. Connection Cards
Visually differentiate your cards
Improvement
November 18, 2020
Company Profile Reports Branding
Company Profile Reports Branding
Report author icons
Improvement
November 11, 2020
Better Formatting of Values on Graphs
Better Formatting of Values on Graphs
Improved data representation
Improvement
November 11, 2020
Connections Organization
Connections Organization
Better connections organization
Improvement
November 11, 2020
Post Design Updates & Link Attachments
Post Design Updates & Link Attachments
Better focus on content
Improvement
October 28, 2020
Company search in Quick Actions
Company search in Quick Actions
Quickly search for companies
New
September 2, 2020
Company profile access from tables
Company profile access from tables
Open companies in new tab
New
September 2, 2020
Post Load Times
Post Load Times
Faster load time
Improvement
August 19, 2020
File Upload Refactor
File Upload Refactor
Support for slow connections
Improvement
August 19, 2020
Bug Fixes
Bug Fixes
Various fixes
Fix
August 12, 2020
Image Aspect Ratio and Quick Actions Copy
Image Aspect Ratio and Quick Actions Copy
Aspect ratio selections
Improvement
July 29, 2020
Improved Company Context in the Network and Ecosystem
Improved Company Context in the Network and Ecosystem
Better bucketing of data
Improvement
July 29, 2020
Better Sharing Context in Reports
Better Sharing Context in Reports
New sharing dropdown
Improvement
July 15, 2020
Modular Shared and Received Tabs
Modular Shared and Received Tabs
Control sharing tabs
Improvement
June 24, 2020
Aligning Company Data with Contexts
Aligning Company Data with Contexts
Organized profile data
Improvement
June 24, 2020
Improvements to Text Widget, Sharing, and Invites
Improvements to Text Widget, Sharing, and Invites
Superior editor and search
Improvement
May 6, 2020
Typeform and Graph Fixes
Typeform and Graph Fixes
Fix
May 6, 2020
Text Editing Patch
Text Editing Patch
Fix
April 15, 2020
Improvement Pass
Improvement Pass
Cleanup
Improvement
April 1, 2020
Typeform and Shared Data Improvements
Typeform and Shared Data Improvements
View all forms
Improvement
February 11, 2020
Company Updates and Customization
Company Updates and Customization
Cleaner activity and more
New
January 28, 2020
Bulk Editing, All Companies Tab, Session Timeouts, and Changing Groups
Bulk Editing, All Companies Tab, Session Timeouts, and Changing Groups
Bulk editing and more
New
October 11, 2019
Data Provider Updates and Platform Redesigns
Data Provider Updates and Platform Redesigns
New data provider and more
New
October 1, 2019
Field Graphs, Big Numbers Visualization, Public Links, Field Groups, and an improved Access API
Field Graphs, Big Numbers Visualization, Public Links, Field Groups, and an improved Access API
Improved sharing and visuals
New
August 30, 2019
Shared Data Card, Public API, and Sentry
Shared Data Card, Public API, and Sentry
See all shared data
New
August 9, 2019
Clean Up
Clean Up
Fix
July 12, 2019
Two Big Features and One Big Update
Two Big Features and One Big Update
Smart filters and dashboards
New
July 5, 2019
Platform Polish
Platform Polish
Fix
June 21, 2019
Welcome to the SRM Platform!
Welcome to the SRM Platform!
New
June 14, 2019
Renamed Flatfile to Spreadsheets
New
Save indicator when submitting your edits
Save indicator when submitting your edits
It's easier to tell when your edits are being saved
Improvement
Connections Categorization
Connections Categorization
Updated organization for your connections
Improvement
Custom ordering on filter graphs
Custom ordering on filter graphs
The values of your graph no longer appear in the wrong order
Fix
Fixes
Fix
Fixes
Fixes
File Upload, Logos, Group Card Message
Fix