Product Updates
Stay up to date with our latest product improvements and features
Import and export linked lists from any parent record

Import and export linked lists from any parent record
Tables of list items on a record detail tab now have their own import and export buttons, so you can move data in and out without leaving the parent record.
Read updateSchedule daily external backups to your own storage library

Schedule daily external backups to your own storage library
Set up automated nightly backups that deliver a full workspace archive into a storage library you control, with retention rules, run history, and one-click manual runs.
Read updateFind records across connected hierarchies

Find records across connected hierarchies
A new filter type lets you pick records and instantly find everything linked to them, including connections that travel through a chain of relationships.
Read updateExport folder paths to align SharePoint with your collections

Export folder paths to align SharePoint with your collections
Download a CSV of expected folder paths for every record in a collection, so you can pre-create or audit folders in SharePoint with confidence.
Read updateAdd activities and tasks from associated collection tabs

Add activities and tasks from associated collection tabs
Right-click any record in an associated collection tab to log an activity or create a task without leaving the parent record.
Read update