2023

November 2023

With your LinkedIn account connected, see your last LinkedIn message for your contacts. See how this works in this two-minute video.

• Last Interaction is automatically updated with your latest LinkedIn conversation, making keep-in-touch reminders even more accurate and powerful.
• See the last message sent in the conversation, so you can remember context on what you last talked about.
• Open the relevant conversation with just one click, you can pick off where you left off.
• Filter and create views with the date of your last LinkedIn message so you can make sure you're staying in touch.

LinkedIn Message sync happens on a regular basis, just like our usual LinkedIn sync for connections. To get started, connect your LinkedIn account and open a contact from your Dex Dashboard.

🐛 Fixes and Improvements

For the web/desktop app:

• Export of contacts via CSV file now includes tags for contacts.
• Fixed an issue during the quick action game where interacting with the game would not consistently save progress.
• Fixed an issue where 'Merge with...' from a contact would not redirect to the merged contact appropriately.
• Fixed an issue where contacts from LinkedIn with very long titles would not sync appropriately.
• Fixed an issue where enhance requests were taking longer than an hour to complete. (usual time < 10 minutes)
• Other minor layout and polish fixes.

October 2023: Google Calendar Integration + CC/BCC updates

Leave a note from Google Calendar 📆

If you're taking meetings through Google Calendar, you can now do more with the Dex Chrome Extension:

• Leave a note 📝 : When a calendar event is open, click 'Leave a Dex note' to leave a note for the relevant attendees
• Quick access 🔗 : When viewing a contact open their LinkedIn profile or see Dex information without leaving the page!

CC/BCC Forwarding (with email body!) 📦

If you use our feature to CC/BCC email into Dex (for example, if you use Outlook), we now add the message body. See the thread of the email, right inside a contact timeline!

🐛 Fixes and Improvements

For the web/desktop app:

• Fixed an issue where certain users had duplicate LinkedIn connections synced (this issue is now fixed for all users retrospectively)
• Fixed an issue where not all locations were being populated in a timely fashion.
• Fixed an issue where work history was not being populated in a timely fashion.
• Fixed an issue where the wrong field was set as a title when manually enhancing
• Fixed an issue where search results via global search would occasionally time out.
• Fixed an issue where long content would cause the page to wrap in unexpected ways.

For the mobile app:

• Fixed an issue that prevented some new users from accessing the app on Sign in with Google or Sign in with Apple
• Fixed an issue where the company field was incorrectly mapped when imported from the mobile app.

September 2023: Outlook Extension Support 📧

If you use the web version of Outlook 365, you can now access Dex in your inbox!

• When opening a message thread, look for the Dex or LinkedIn icons.
• Clicking the LinkedIn icon will search LinkedIn for the sender.
• Clicking the Dex icon will add/open the contact in the Dex sidebar.

While direct email integration with Outlook is coming, this new extension integration should make using Dex with Outlook much easier.

As before, for emails you'd like to track, you can also CC or BCC email into Dex. This works for all email providers!

Importing Tags from CSV 🏷

Following last month's release of Tags, you can now import Tags via CSV! To do so, map the appropriate column in your CSV file to tags you'd like to add for your contact.

🐛 Fixes and Improvements

For the web/desktop app:

• Fixed an issue where Merge and Fix on large number of contacts would fail.
• Fixed an issue where global search would freeze for users with large numbers of contacts or groups.
• Fixed an issue where CSV importing would fail for large numbers of rows.
• Fixed an issue where email verification (for changing email) would fail for some users)
• Fixed a layout issue where text in the timeline page would not display properly
• Fixed an issue where 'Don't keep in touch' was not recognized as part of the getting started checklist.
• Fixed an issue where archived contacts were included in the Merge and Fix process.

For the mobile app:

• Fixed an issue where links would not deep-link into the app appropriately.
• Fixed an issue where tapping on push notifications would not consistently open the appropriate screen.
• Fixed an issue where birthdays would not be shown in the correct order.

August 2023: Organize with Tags 🏷

You can now organize your contacts with another layer of organization.

Watch a 2-minute video on how tags can be used here.

Get started from the contact page by clicking the Tags section or use the 't' shortcut when viewing a contact:

Here are a few more details about how you can use tags:

• Tag with AI: Don't want to spend time manually tagging? Use GPT and AI to tag contacts with 'AI Auto Tag':

• Filter with Tags: Use one or more tags as a filter condition. Alongside groups and other existing filter conditions, you can create powerful flexible views.

• View all contacts in a tag by clicking a tag.

We've built tags to be highly flexible --- use them to keep track of interests, custom relationship/sales status, and more!

🐛 Fixes and Improvements

General fixes and improvements:

• Desktop App no longer overrides Ctrl+F ('search') behavior.
• Global Notes Search now properly shows related contacts and highlights relevant matching snippets.
• Reminders page now shows the related contact.
• By default, contacts are now unselected after performing a bulk action.
• Made the clickable area for adding Groups and Tags larger.
• Fixed an issue where the contact sidebar would not scroll properly on all pages.
• Fixed an issue where long notes would not display properly on the timeline page.
• Fixed an issue where opening a group from the extension would not be formatted correctly.
• Renamed the 'Add to Dex' button in the extension to 'Add Note' for clarity.
• Fixed an issue where the global search page would incorrectly show loading state if accessed from the contact page.
• Fixed an issue where the sidebar on the contact page would not display properly on narrow windows.
• Fixed an issue where browser default shortcuts would be overridden with certain modals.
• Fixed an issue where merging large number of contacts would fail.
• Fixed an issue where archiving large number of contacts would fail.
• Other minor polish and stability fixes.

For the mobile app:

• Fixed an issue where reminders were not appearing upon creation.
• Fixed an issue where the app would crash when going back from specific screens.
• Fixed an issue where the Contact Detail screen on Android had jittery scrolling.
• Fixed an issue with the Card Scanning feature not working consistently on iOS and Android.
• Fixed an issue where the wrong email/phone was deleted in the Edit Contact screen.
• Fixed an issue where groups were not being deleted upon pressing the "Delete group" button.
• Fixed an issue where the LinkedIn button in the Contact Detail screen didn't work for contacts with no LinkedIn set.
• Fixed an issue where Map View contacts did not update when moving the map.

July 2023: Dex API ⚙

Our new API enables the integration and automation of key functions related to your data:

Contacts: With this new feature, you can automatically fetch, create, update, and delete contacts in Dex. This means less time spent on data entry and more time for fostering relationships.

Reminders: Our new integration will automate the fetches, creation, updates, and deletion of reminders, ensuring you never miss an important task or meeting.

Notes: This new feature will automatically fetch, create, and update your notes with key activities, making it easier than ever to stay on top of your relationship context.

Right now, the API is available only as a set of endpoints, which you can find as a Postman collection here. Get started by creating an API key from the settings page. Keep an eye out for future Zapier integrations, coming soon!

Check out our guide for more information: https://guide.getdex.com/dex-user-api

🐛 Fixes and Improvements

General fixes and improvements:

• Fixed an issue where archiving many contacts would cause Dex to freeze.
• Fixed an issue where our Merge and Fix operation would freeze for a large number of contacts
• Fixed an issue where our referral program would give $15 instead of $20 of referral credit in some cases.
• Fixed an issue where some users were able to create multiple subscriptions.

June 2023: Filter on all Companies and Education 📚

Filter on all Companies and Education 📚

Based on your feedback, we've understood how being able to precisely find the right person is critical. As of today, you can filter on all companies and educations a contact has been a part of:

Here's more about these new options:

Companies (LinkedIn): Choosing a company name here will allow you to match any contacts which have that company in their current or past LinkedIn work history. For example, create a view of ex-Googlers.

Education (LinkedIn): Adding this filter allows you to look up contacts based on educational institution and create views like "Stanford Founders".

Multiple Values: Specify one or more companies or schools by separating the values with a comma.

Read more about these new filter options here: guide.getdex.com/features/views#filter-options

🐛 Fixes and Improvements

For the web/desktop app:

• Fixed an issue where emails forwarded into Dex would not be handled properly.
• Fixed an issue where group and view names were cutoff.
• Fixed an issue where deleting subgroups would delete the wrong group.

For the mobile app:

• Fixed an issue where contacts in the Map View were not always properly formatted.
• Fixed an issue where reminders were not properly sorted on the reminders tab.
• Fixed an issue where notes on the contact screen did not always refresh after merging.
• Improved the mobile merge and fix page with a new streamlined design.

May 2023: Home Screen Swipe ➡ + Affiliate Program

Home Screen Swipe ➡

We've updated our mobile app to support swipe actions, so you can quickly dismiss a keep-in-touch reminder or birthday on the go:

Affiliate Program 💰

Are you enjoying Dex? If you have an audience, we'd love for you to join our new affiliate program become a Dex Ambassador! Receive $25 per referred customer and learn more here: getdex.com/ambassador

🐛 Fixes and Improvements

For the web/desktop app:

• Fixed an issue where search results for notes would not be formatted consistently.
• Contacts in subgroups are now displayed when viewing a parent group.
• Fixed an issue where merging many contacts (like on the merge and fix page) would fail
• Fixed an issue where payments would not be processed until 1-7 days after payment due date.

For the mobile app:

• Fixed an issue where users who already updated on the web were able to upgrade again.
• Fixed an issue where birthday dates in some cases were off by a month.
• Fixed an issue where automatic updates were not consistently applied on Android devices.
• Fixed an issue where grouping and ordering on the keep-in-touch page was inconsistent.

April 2023: Write LinkedIn Messages with GPT 🖊

Write LinkedIn Messages with GPT 🖊

Dealing with a lot of LinkedIn messages? We are too.

The Dex browser extension now enables you to draft and reply to LinkedIn messages via GPT!

• 💬 Thoughtful thread-specific responses; Dex considers previous messages as context, so suggestions
• 🖱 Works with just one click, in your browser. Click the Dex button again for more suggestions for the best place to start.

🐛 Fixes and Improvements

For the web/desktop app:

• Added filters based on contact creation date.
• Modified the timeline page to show timeline notes in a more dense manner.
• Introduced bulk notes importer via CSV file.
• Added the option to star/unstar contacts in bulk (select multiple contacts -> 'Edit')
• Made the assist progress bar faster.
• Improved the emoji picker positioning of the main sidebar.
• Updated the reminder page to read 'next 30 days' for month reminders to reflect the actual display of reminders.
• Replaced the sending SMS with QR code for prompts to download the mobile app.
• Improved the infinite scroll in dashboard for LinkedIn title changes.
• Improved the facebook import experience.
• Restored scroll position in contacts list after contacts are modified.
• Added autocomplete for emails to the share contacts window.
• Fixed an issue where users would export contacts with undefined group names.
• Fixed formatting for the banner when users completed the Dex checklist page.
• Fixed an issue where the merge with popup would show archived contacts.
• Fixed an issue where groups could be set as a parent for itself.
• Fixed an issue where the Dex Command Bar would not set last interaction to the correct user timezone.

For the mobile app:

• Added a visually streamlined and improved contacts, settings, login, reminders, and timeline screens.
• The 'New phone contacts' section will filter out existing contacts by name and phone number.
• Fixed an issue where tapping the LinkedIn title change notification did not open Network Updates screen.
• Fixed an issue where some users could not delete their account from the mobile app.
• Other bugfixes and improvements.

March 2023: '@ mention' and faster AI 🏃🪄

'@ mention' 🏷

Tagging contacts is now available across Dex (previously only on web). With the Dex mobile app, tap the '@' icon to search for contact when adding a note. Adding multiple contacts is now even easier:

Faster AI Conversation Starters 🪄

Thanks for the tremendous response to our AI conversation starters released last month! We're excited to share that these conversation starters are almost 4x faster and also sound more natural. Give it a try with the 'AI Assist' button on a contact:

🐛 Fixes and Improvements

For the web/desktop app:

• Contacts list now loads faster and is paginated, making initial page loads faster. The list layout has also been updated to handle window resizing better.
• The sync page shows the last LinkedIn sync date.
• Custom Fields can now be exported via CSV.
• Gmail messages load more relibly in the contact timeline.
• Referral program credit amount has now been increased to 20 USD.
• Updated various components to be more dense and compact.
• Improved load times in global search bar.
• Fixed an issue where contacts would not export when no contacts were checked.
• Fixed an issue where not all the reminders on the reminders page were shown.
• Fixed an issue where certain forms would submit twice when using enter key.
• Fixed an issue where enhancing contacts via keyboard shortcut would not work consistently.
• Fixed an issue where archiving a contact would not remove them from the birthday section of the today page.
• Fixed an issue where up/down keyboard shortcuts would not work properly.
• Fixed an issue where search on the archived contacts page would not work correctly.

For the mobile app:

• Fixed an issue where importing contacts would not work consistently with Android.
• Launched a streamlined contact detail screen with more compact layout.
• Streamlined the reminder creation/update flow.
• Updated the visual styling of the home page.

February 2023 (pt. 2): Conversation starters, powered by AI 🪄

AI Conversation Starters 🪄

Dex is your source of truth, with key details about your last interactions, how you met your contacts and more.

Today, we're excited the share the first of our AI-powered features designed to help you make the most of our source of truth. When you're reaching out to someone, use our 'AI Assist' feature to generate relevant conversation starters:

• 📝 Based on your own notes
• 💼 Customized for a contacts' professional experience
• 🪄 Write about anything

On a contact page, use the Shift+A keyboard shortcut or click the 'AI Assist' button to quickly generate a few conversation starters:

🐛 Fixes and Improvements

For the web/desktop app:

• Improved performance when loading all contacts or groups with large number of contacts.
• Added support for M1/M2 Mac devices for the for the Dex Desktop app.
• Fixed an issue where the search function would not work for Archived Contacts,
• Fixed an issue where keyboard navigation (j/k) didn't work on the contacts list.
• Fixed an issue where whatsapp and telegram links would not work on the contact table (even when a phone number was set)
• Fixed an issue where home page shortcuts (up/down/enter) were not working correctly

For the mobile app:

• Added new visual styling to the home page.
• Fixed an issue where users would be asked to do quick action on contacts which already had a keep-in-touch frequency.

February 2023 (pt. 1): Share Contacts from Dex 🔗

Share Contacts 🔗

You can now share your contacts in Dex. If you've ever wanted to refer a client, or check-in about an introduction, Dex now makes the process easy.

• Sharing a Dex also attaches .vcf file; the recipient can add the contact on Outlook or their phone.
• The recipient doesn't need a Dex account (but if they have one, they can add to Dex easily)

To share a contact, click the share icon on a contact page:

Location Autocomplete 🖥📍

If you're adding a location to a contact (but don't know their exact address), we'll now suggest cities based on Google Maps data:

🐛 Fixes and Improvements

• Fixed an issue for LinkedIn sync where connections were synced without names.
• Fixed an issue for LinkedIn sync where syncs for users with many connections would fail.
• Fixed an issue for one-way Google Contacts sync where syncs would be delayed for more than an hour

For the web/desktop app:

• Recurring reminders can now be marked complete and have their own section
• Add Calendar or Email notice now stays closed, if closed by the user
• Miscellaneous user-interface tweaks and improvements
• Users are now able to set a password if they originally logged in with Google or Apple
• Fixed an issue where the search bar would show outdated results when typing
• Fixed an issue where magic link logging-in would not work for some users
• Fixed an issue where some users couldn't disconnect Gmail accounts
• Fixed an issue where keyboard navigation (j/k) didn't work on the contacts list

For the mobile app:

• Mobile address autocomplete: when adding an address, we'll also autocomplete based on Google Maps data. (soon to be added to the location field as well)
• Added an improved 'Import phone contacts' flow that's faster and more reliable
• Redesigned the home page to have a more balanced size and compactness (your feedback is welcome!)
• Replaced the calendar view with a calendar popup that allows you to take a note based on a calendar event
• Other miscellaneous bugfixes and improvements

January 2023: Mobile Map View 🌎 📲

Mobile Map View 🌎 📲

Last year, we've released our map view, which allows you to see who you know, and where they're located. We're excited to bring this to Dex for iOS and Android, on the go.

To access the map view, click the Map icon in the upper right hand corner of the home or contacts screen:

Like on the web, you can search for locations, and drag the map around. As you try this feature, consider:

• Contact locations are consistent with the web/desktop app and are based on either the address or location of your contacts.
• There's no limit of contacts shown, but for 10k+ contacts, performance may be slower than usual. If this a major limitation, request group filters on the map view.

🐛 Fixes and Improvements

For the web/desktop app:

• Recurring reminders can now be marked as completed. Recurring reminders show in a different section in the reminders page.
• Fixed an issue where merging contacts from LinkedIn would not always choose the most recent LinkedIn value, leading to the repeated creation of duplicated contacts.
• Fixed an issue where sorting would be incorrect for the 'Merge with' window.
• Aligned line-height and spacing across the application.
• Fixed an issue where initial LinkedIn sync would take a more than an hour.
• Fixed an issue where hovering over a search result in the global search results page would not show a hover affect.
• Fixed a issue where certain users would get stuck during onboarding
• Fixed an issue where certain font sizes were too small in the extension page.
• Allow users to hide/show the email button baed off of workflow settings.

For the mobile app:

• Added the 'Telegram' field that is now editable.
• Fixed an issue where photos from business card scanning would not always save successfully.
• Fixed an issue where list items would occasionally duplicate across the application.