What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows – keeping your contact list clean, unified, and accurate without any manual effort.

What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows – keeping your contact list clean, unified, and accurate without any manual effort.

What's New

The Merge Contact action is a dedicated workflow action that automatically identifies and merges duplicate contacts directly within your workflows -eliminating the need for manual cleanup from the contacts page.

Match By Options -Choose how duplicates are identified:

• Email: Matches contacts sharing the same email address
• Phone Number: Matches contacts sharing the same phone number
• Email and Phone Number: Matches only when both email and phone number are identical

Smart Merge Logic- The system always preserves the older contact record and merges the newer duplicate into it, ensuring no historical data is lost.

Full Execution Visibility-Every merge is logged in Execution Logs with detailed metadata, including which contacts were matched, which record was preserved, and the matching criteria used.

How to Use

1. Add the Merge Contact action to your workflow.
2. Select your preferred Match By criteria (Email, Phone Number, or both).
3. The action handles detection and merging automatically when the workflow runs.

Why This Matters

Duplicate contacts create noise in your CRM and can lead to redundant communications or inaccurate reporting. Previously, merging duplicates required manually navigating to the contacts page to find and resolve them one by one. With the Merge Contact action, deduplication is now fully automated within your workflows – keeping your contact list clean, unified, and accurate without any manual effort.

🧭 Overview

We’re excited to announce that you can now configure Taxes for Rentals.

This update brings greater flexibility and control to how businesses manage pricing and taxes across their rental listings. Once configured, taxes will automatically apply to rental bookings — ensuring transparent pricing.

Note: Only manual taxes are supported for Rentals.

🚀 What’s New

• Manual taxes can now be applied to Rental Listings
• Each rental listing has a linked product under Payments → Products which can be used for tax configuration
• A “Configure tax for this listing” CTA is now available inside the Listing edit screen
• Taxes automatically apply to rental bookings once configured
• Variant-level tax configuration supported (each variant links to its own product)

🛠️ How It Works & How to Configure

• Go to Rentals → Listings → Edit Listing
• Go to Inventory & Pricing → Click Configure taxes for this listing
• You’ll be redirected to the associated product under Payments → Products
• Add or update your manual tax rate and Save

Once configured, taxes will automatically apply to all future rental bookings.

If variants are enabled, taxes can be configured at the variant level.

🎯 Why This Matters

• Helps rental businesses stay compliant in tax-regulated regions
• Enables transparent pricing for customers
• Ensures accurate tax calculation on rental bookings
• Ensures booking totals and invoices reflect accurate taxable amounts
• Eliminates manual tax calculations or workarounds

🧭 Overview

We’ve improved appointment visibility for followers to support smoother collaboration across teams.

Previously, only the assigned user could view a contact’s appointments. With this update, followers can now also view appointments for the contacts they follow — provided Assigned Data visibility and the appropriate calendar permissions are enabled.

✅ What’s New

• Followers can now view appointments for contacts they follow.
• Visibility now aligns between assigned users and followers.
• When a user’s data visibility is restricted to only assigned records, they can now also see appointments for contacts they follow.

🔐 Permission-Based Behavior

• Followers must have View appointments, calendars & groups permission to see appointments.
• Without Manage appointments, followers can view but cannot edit or delete appointments.
• With Manage appointments, followers can edit and manage appointments accordingly.

🎯 Why This Matters

• Improves collaboration between team members working on the same contacts.
• Eliminates confusion when followers couldn’t see relevant appointments.
• Aligns visibility behavior with real-world team workflows.
• Ensures restricted access users still have the context they need when following a contact.