What’s Fixed
Merging contacts keeps Connect data
- When you merge two contacts, the losing contact’s Connect saved searches and home value reports now move to the surviving contact, along with notes, tasks, and everything else. Previously they were left behind on the hidden record, disappeared from both contacts and from the Connect dashboard, and their property alerts silently stopped.
- The merge preview now shows how many Connect saved searches and home values will be merged.
- Undoing a merge moves these records back too.
Ignored invites expire
- A Connect invitation that a contact never accepted used to exclude them from every future invite send, forever. Open invites now expire after 90 days, and the next send re-invites those contacts.
- Contacts who accepted, declined, or opted out are still never re-invited.
- You can now invite a contact by text even if they already have an email invite, and vice versa.
Invite visibility
- The Invite tab shows sent, accepted, pending, and declined counts, plus how many contacts are eligible to be re-invited.
- Each contact row shows its invite status and when the invite went out, so you can see why a contact is excluded.