Changelog
This week we're switching it up and sharing a few updates related to our mobile apps. Need to add Facebook, LinkedIn, or other profiles on the go? Search for and add social profiles with just a tap with our mobile social search.
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It's been a while since our last Mobile Changelog and we have much to share. We're getting ready to publicly release our app and are excited to share these updates
Extensive stability and reliability improvements.
Updated the bottom sidebar to be cleaner and less obtrusive
Added option to follow related contacts and groups link left in online tags.
Added ability to dismiss birthdays.
Merge and Fix Updates: merge and fix now has better handling for long last names and accents.
Facebook Extension Import: fixed an issue where the Dex extension integration was not working for Facebook profile pages.
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This week, we're making it easier than ever to add context with our new ability mention contacts and groups!
When you're leaving a note, updating a description, or leaving a calendar event note, you can now use mentions.
Press '@' to mention another contact.
Press '#' to mention a group.
Also new in this release:
π¨Create-on-mention If a contact or group does not yet exist, we'll create them.
π Mention actions: If you mention one or more contact, we'll automatically add contact relations. If you mention a group, we'll add the relevant contact to the group automatically.
Try it out today by using '@' or '#' when leaving a note / adding a contact description!
A common request we get at Dex is 'how can I remember who introduced me?' We now support formatting, mentions, and more in the contact description fied.
For example, you can now leave an note like: "Met with @John Smith and @Sarah Xu and interested in #Startups and is an #Xoogler" and we'll automatically add related contacts and groups.
Calendar Syncing: fixed an issue where some calendar events would sync without attendee data (retroactively fixed)
Timeline Page Edit: fixed an issue where the 'Edit event' popover would be hidden on the timeline page
Last Interaction Updating: fixed issue where last interaction would update for the wrong contact when quickly navigating between contacts
Sync Page layout: fixed issue where the Sync page didn't include the settings sidebar
Daily Agenda overflow: fixed an issue where events on the daily agenda with long titles would overflow the modal.
After many requests from our users, we're excited to share our new Desktop App!
The Dex Desktop App makes it even easier to build stronger relationships with a dedicated workflow. Download it for Mac or Windows here. Our Desktop app comes with:
π Toolbar Badge: see # of outstanding keep-in-touch contacts, right from your app tray.
π Open on Start: (optional) start Dex when you turn on your computer.
Dashboard Indicator: see the number of outstanding keep-in-touch contacts in the top menu bar
Event Updating: fixed issue where editing a timeline event wouldn't always load appropriate contacts
Contact Table Updating: fixed an issue where the wrong contact would open from the contact table on certain pages.
Merge and Fix with phone numbers: we now support detecting duplicates based on phone number (in addition to name and email).
Contact Form adding duplicates: fixed an issue where the 'Add Contacts' input when adding a timeline note would add duplicate contacts when creating a new contact.
We're busy at work with a few major features here at Dex. This week, we're excited to share our new Timeline page! Check it out here.
Our new timeline page provides an easy way to remember where you've left off. New in this version:
π Upcoming events: see upcoming calendar events, and quickly lookup your people beforehand.
π§ Advanced filters: filter your timeline to include/exclude reminders, timeline notes, and calendar events.
π Highlighted search: search your timeline for specific keywords and see matching notes.
Timeline Form Autosave: adds autosave to timeline events in the popup modal (already exists on contact pages / timeline page)
Image upload: fixed an issue where dragging/dropping a contact image would not always save the image correctly.
Birthday year support: adds support for an optional birthday year
Related Contacts duplicates: fixed an issue where duplicated contacts would be created from a new timeline note.
Timeline input: fixed an issue where timeline notes would not be created successfully in some cases
Daily Agenda events: fixed an issue where calendar events with many attendees would cause formatting issues
Quick action: fixed an issue where the Quick Action page would not always load properly.
This week we've been busy at work fixing bugs and improving performance. We're also excited to share two highly requested workflow improvements!
Need to email a whole group? After selecting multiple contacts, click our new 'Actions' button and click 'Send email.' We'll automatically highlight any contacts that are missing an email too!
After you visit a contact in Dex, we'll add them to your Recent Contacts. (you can find these in the Dex search bar). With autosaved timeline notes, it's easier than ever to pick up where you left off. π
βπ Fixes and Improvements
Performance improvements: we've improved overall render time, memory footprint, and responsiveness of our webpage.
Quick action game ordering: fixed an issue where the quick action panel would take action on the wrong contact.
Search bar duplicate contacts: fixed an issue where the create functionality on the search bar would sometime create duplicate
Dashboard page: fixed an issue where the dashboard page would sometimes take action on the wrong contact.
δΈζ tagging support: upon request, added support for Chinese characters in tagging other contacts in timeline events.
New user tour: added a welcome tour for new users.
Timeline form expansion: allows the timeline form to expand to fit content for large notes.July 2021 (part 4!): Related Contacts π + New Contact Page
We're excited to share another highly-requested feature: related contacts! If you haven't already, check out our other releases from this busy month including Daily Agenda & Quick Action.
For people related, like coworkers, spouses, children, or business partners, you can add people as related contacts! See related contacts and link to them quickly on a contact page (shortcut: shift+c):
Quickly create a Google Calendar event from Dex! To do so, click the new 'Actions' dropdown, or hover over the contact email and click the calendar icon:
The calendar icon will include the contact name and email appropriately!
Our new contact page has been redesign to be cleaner, clearer, and easier to use:
Actions dropdown: we've consolidated common actions in a simple menu so all actions can be found in a simple dropdown.
Information Sidebar: The new scrollable sidebar lets you easily add data while keeping focus on the contact timeline.
Refreshed Timeline: The timeline has been redesigned to be more readable and functional at a glance.
Check these improvements out on your desktop by opening a contact page from Dex.
βπ Fixes and Improvements
BCC/CC multiple email support: we've created an unique email to cc/bcc email, allowing users to send email from different emails. Also fixed an issue where emails were not always associated correctly with user accounts.
Informational Contact Page Tooltips: added an informational tooltips on the contact page to provide explanation on what to add in certain fields.
Daily Agenda filtering: fixed an issue where calendar items on the daily agenda were sorted incorrectly.
Contact Image handling: fixed an issue where images from LinkedIn/Facebook imports were not saving properly into Dex.
Scroll position: fixed an issue where navigating between pages would not preserve scroll position on the page.
Google Contacts & Outlook importing: fixed an issue where Google Contacts importing did not work for certain users.
If you've connected your calendar, the dashboard now shows your Daily Agenda, or list of non-recurring meetings for the day. With the daily agenda, you can:
Quickly review who you're meeting with
Find people quickly in LinkedIn
Leave a quick note about what you've talked about
In addition, with this new change you can also leave notes related to calendar events, as well as add or tag other contacts to these notes.
After setup, you can now quickly take action with the quick action tab:
Set keep-in-touch π€
Quickly update fields π
Archive unwanted contacts ποΈ
Clean up your contacts with just a few keystrokes. With this new update, we're also releasing archived contacts, which are hidden contacts you can restore at any time. We hope you enjoy these new updates! Let us know what you think, and join our Slack group for a sneak peek before new features are released.
We're excited to share you can now sync Dex with your contacts. Dex Contact sync is one-way and allows you to use your Dex contacts in email clients, on your phone, and apps like Whatsapp that rely on your addressbook.
To get started, check out the 2-minute video below, or this guide on how to get started.
We've started Slack group for our users to report issues, suggest features, and shape the future of Dex.
To join the new Dex Community Slack Group, follow this link (also in the menu of the Dex Dashboard). In the group, we're asking for feedback on our future new contact page:
βπ Fixes and Improvements
Bcc handling: fixed an issue with cc/bcc email feature, where emails sent with bcc to [email protected] would not always find all recipients.
Unnamed contact handling: fixed an issue where sorting by name on the contacts page would break with unnamed contacts. By default, we also now show a contact's email if no name is present.
Google Contacts import with address: fixed an issue where Google Contacts import would fail for contacts with an address.
Mobile add contacts issue: fixed an issue where adding a new contact on the mobile app with extra details did not work.
CC/BCC to Dex with [email protected] βοΈ
Adding context from email is now easy. Simply forward an email to [email protected] and we'll take care of the rest. All people in the email conversation will be added and we'll intelligently create or lookup the relevant contacts in Dex.
Try it out today by cc'ing [email protected]!
We've rearranged our web application to provide a simpler, more streamlined experience. Check it out today on the Dex Dashboard.
Performance on all pages should be improved -- especially for users with more than 5k contacts. Dex should now load faster and feel more responsive than ever.
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For both new and returning users, we've created an Onboarding Checklist that shows the features you shouldn't miss. Check it out here. Complete all steps on the checklist and get $15 off when you upgrade!
βπ Fixes and Improvements
Add to location: when viewing a location, you can click the '+ Add contacts to location' button to move contacts to a certain location.
Tagging sorting: when tagging a contact in the timeline, we now order more relevant contacts first.
New Emoji Picker: we've increased the number of available emojis in our datepicker, including all commonly used country flags.
Contact not found page: we've added an page if you access a contact that could not be found in Dex.
Tooltip display: fixed an issue where extra tooltips would show on the top left of the screen.
Need to make changes on many contacts? With our new bulk edit functionality, select multiple contacts on the contacts page and change frequency, groups, company, education, location, and more!
Also new this month: on the locations page, rename locations using the 'Edit location' button to quickly clean up and consolidate locations.
Need to merge the contact you're looking at with another? Use the new 'Merge with' option to choose contacts to merge with. (Open the contact option menu or use the shortcut Shift+M).
Seamlessly merge contacts without going to the Merge & Fix page:
We've improved the Command Bar to search through all your contacts and groups! Simply use CMD+K (Ctrl+k on windows) to open, search for a contact or group, and press enter to navigate quickly.
With these changes, navigate from contact to contact even faster. π
βπ Fixes and Improvements
Group Page Enhancements: Click-to-edit emoji title on a groups page to make changes more easily.
One-off-reminders: Fixed an issue when one-time reminders would send a day early for users in certain timezones.
Reminder editing: Fixed an issue where editing a reminder on a contact timeline would remove associated contacts.
Date Custom Fields: Fixed an issue where changing a date custom field would set a day early for users in certain timezones.
LinkedIn Import: Fixed an issue where certain users were unable to import from LinkedIn through the extension.
Event formatting: Fixed an issue where bullets would not indent properly across multiple lines for an event in the timeline.
Styled completed one-time reminders: applied styling changes to make it more clear which reminders are competed.
(+ much more behind the scenes!)
Use Dex within Superhuman with our newest extension integration with Superhuman!
Simply hit Cmd + (.) to open up Dex inside of the Superhuman email. Leave a quick note, see calendar history, and set a reminder for next time. Note: this integration only works while using Superhuman in the browser, not Desktop app.
Dex works within Superhuman just like it does in LinkedIn, Facebook, Twitter, and our other supported sites. See our walkthrough video below for more details:
Check out our new search experience with the "Search All" feature, where you can search for contacts, events, groups ,and more all in the same place.
In addition, we'll search through many more fields, including location, company, education, title, and more!
In addition, search results will be filtered by contacts, groups and events--each in their own separate category for your convenience.
You can now change where you see Dex with our custom extension options:
Simply right click on the Dex icon at the top right of your Google Chrome extension bar to bring up the extension options button.
This will take you to "Page Settings", where you can pick and choose which apps Dex has access to, as well as changes to the keyboard shortcuts to access Dex in apps such as Superhuman.
βπ Fixes and Improvements
Birthday Imports: Improved birthday importing from google contacts using our direct import utilities
Fixed an issue where the add to group form would not load with all contacts
Fixed an issue where the add to group modal didn't save groups.
Fixed an issue where trial expiration didn't show in the web dashboard.
Want to share Dex? With our new referral program, earn $15 in Dex credit for every referral. You can see your own unique referral link by clicking 'Refer to Dex' on the sidebar.
Easily share this link on Facebook, Twitter, LinkedIn and more, or send an email invitation directly.
Combine multiple Google calendars in Dex with our new Calendar Sync! With this new addition, you can now:
See relevant calendar events for contacts by email
Search + view through multiple calendars for events related to a contact
P.S. Dex also matches calendar events just by a contact name (first+last) too.
Our dashboard has been updated to split today/upcoming events. Based on your feedback, we're making it clear which contacts need immediate attention, and which contacts are coming up. You can also press tab/shift+tab to switch between dashboard tabs!
βπ Fixes and Improvements
Contact Search: implemented fuzzy search to make search for contacts more accepting.
Birthdays Reminder: fixed an issue causing certain users to receive birthday notifications a day late
Keep-in-touch Reminders: fixed an issue where contacts with a missed keep-in-touch reminders in the past would not send future keep-in-touch reminders via email.
Contacts Table Double-click: double clicking a row on the contact will now open a contact page directly.
Fixed an issue where calendar events weren't ordered correctly.
Happy New Year! We've been thankful to have your support as we begin 2021. Thanks for all the feedback on the latest version of the product; with your feedback we've fixed our bugs and made more improvements/enhancements to the product. Here's a quick update:
By popular demand, we've added a page that allows you to organize and view your contacts by location. Visit the new location page here:
When adding contacts with the Dex Extension, for first degree connections we're now able to also add 'Contact Information' such as email, phone, and birthday (if present). We'll also set your last interaction to the day you connected. To try this out, use the extension to add a contact!
βπ Fixes and Improvements
Keep-In-Touch Notifications: fixed an issue preventing certain users from receiving keep-in-touch reminders.
Timezone-aware Notifications: based on your timezone (change in the settings page /screen), we'll send around 8:00AM-9:00AM local time. Especially useful for the Dex users around the world!
Contacts Table Behavior: we've changed behavior of the side panel to open on click instead of mouseover, which users reported as distracting
Keep-In-Touch Page and Groups Page Performance: we've greatly improved the loading speed and time of these pages in the Dex Dashboard
Ctrl+M to focus Event Field: with a contact page or panel open, press Ctrl+M to focus the Event field.
LinkedIn Import: fixed an issue where users couldn't use the Dex Extension to import from LinkedIn
Fixed an issue where the 'Escape' key wouldn't properly close or defocus windows
Fixed an issue where users couldn't create groups when partially matched
Fixed an issue where new timeline events weren't ordered correctly due to timezone
Over the last few months, we've been hard at work rebuilding our platform from the ground up to improve performance, add π₯features, and building new import and on-boarding flows. We're excited to share what we've done.
We've improved the dashboard experience to be faster, cleaner, and more actionable. Use shortcuts to snooze keep-in-touch contacts, see upcoming birthdays, and keep your contacts up to date. Check it out here:
For each contact, we've added a page specific to each contact. These contact pages are also completely tabbable and support use of our command bar, so you can add events see details quickly and easily. Open a contact by searching for them in Dex or clicking on them.
We've also significantly improved the group experience in Dex. Customize groups with your own emoji and description. Use the Groups Browser page to drag-and-drop to organize into groups πͺ:
You can now choose to import from Facebook and LinkedIn! By default, Facebook imports include birthdays π and LinkedIn imports include location π. We'll automatically merge your imported LinkedIn/Facebook contacts during the import process, which you can try here.
We've rebuilt our import experience for Gmail and Google Contacts.
Newβ¨: if you use labels in Google Contacts, you can use your 'Import from Gmail' to import your contacts with labels (we'll create groups to match label names automatically in Dex)
We've made merging contacts much faster. After import, you can go to our new Merge & Fix page that merges contacts imported across different sources.
Hope everyone is having a great holiday season!
Want to see all your past notes in Dex? Do this with the new timeline page, where you can add new notes and tag multiple contacts.
We've improved many of the key actions you can do in Dex, making them snappier and more responsive by upgrading our databases and interactions.
Our next look π
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We've been hard at work on our next Dex experience, with brand new views, onboarding, and functionality. If you're interested in testing our new interface out before we launch it, please let me know!
See your keep-in-touch contacts, reminders, birthdays and other suggestions from the new Dashboard! The Dashboard provides essential information to keep you up to date with your relationships.
You can now add contacts directly from Instagram with our Chrome extension! After you add a contact's Instagram profile, you'll be able to access them with one click from a contacts' profile and the Dex mobile app.
The new dropdown menu at the top right of the dashboard gives you quick access to your Dex account, settings, and other features
βπ Fixes and Improvements
Better Export: we've added birthdays, groups, and all remaining fields to the contacts export. Also -- export your notes! πβ
Weekly Keep-in-Touch: we've added the ability for users to choose a 'weekly' keep-in-touch option for contacts.
Extension Performance: we've improved performance in the extension, Dex now loads faster across all sites!
Fixed an issue where users couldn't login after installing the mobile app.
Fixed an issue where users couldn't see the Dex button on a Facebook profile
We're excited to introduce a command bar for the power users! To get started type Cmd + K (or Ctrl +K) to show the Command Bar. From here, you can search through the list of commands in Dex and perform actions by clicking on them.
Keyboard shortcuts are another way for you to take quick actions, navigate the web platform, and update contact details in Dex. To see all of the supported shortcuts, type "?" anywhere to bring up the list of commands.
Setting a lot of one-time reminders? See all your past and upcoming reminders from the new reminders panel. To open, click the Alarm clock in the upper right corner, or visit: https://getdex.com/reminders.
You can finally tag other contacts in your notes! On a contact timeline, tag different contacts using the "@" key. Other contacts will be added automatically, and notes will appear across other timelines.
Want to add more structure to your timeline events? You can now put bold, italics, links, bullets, numbered lists in your notes. Simply highlight text in a note to view formatting options.
βπ Fixes and Improvements
Event Drafting: If you leave move to another view while drafting a timeline event, you can just return to the timeline event and your written note will be saved automatically.
Add Button for Social Networks: Contact social media has a Button (+) to set social networks.
LinkedIn Importing: Fixed an issue where users who were importing from LinkedIn were only able to add a small number of connections
Mobile App: We've made many bugfixes, improvements, and feature releases. to get started with the mobile app, visit: https://guide.getdex.com/getting-started/dex-mobile-appβ
We've been hard at work building new features. We're also super excited to announce mobile apps on both iOS and Android are available for public testing!
For users that haven't seen it already, we've made the process of importing from Facebook and LinkedIn easier and more robust. Simply click the green 'Import' button to get started.
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We've launched a new contact detail panel that is cleaner and easier to navigate. Add custom fields, see your last interaction, and more!
The main contact list now groups contacts by last event, sorts by name to make merging easier, and is easily searchable like an email inbox. Give it a try here and on any of your groups pages!
We're ready for you to try the mobile app. For Android users, try download the Dex Mobile App from the Play Store here. For iOS users, join our Testflight Beta. Note: you'll need already have signed up for Dex to get started.
βπ Fixes and Improvements
Bulk Contact Deletion: fixed an issue where deleting multiple contacts would reset the scroll on the contact table.
Extension Support for New Facebook: we've fixed an issue where the Dex button was not consistently displaying in the new Facebook layout.
LinkedIn Title Bug: we've fixed an issue where adding someone via LinkedIn messages would resolve the wrong job title.
New! LinkedIn Location: we now support adding contact locations when you add a contact via the extension
With Dex, you can now save birthdays and receive reminders for upcoming contacts. You can add birthdays in the web dashboard, import with Facebook, and your birthdays in a separate birthdays dashboard as well.
We've created the simple drag-and-drop interface for you to set the keep-in-touch frequency of your contacts. Give it a try on your desktop here.
We've updated the main extension page to allow for faster access to keep-in-touch and starred contacts. Now you can quickly write notes and set reminders for your most recent and important contacts.
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(we've been hard at work improving our mobile app, extension, and web dashboard but haven't written changelogs π )
