March, 2026
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Modified on: Mon, 23 Feb, 2026 at 4:47 PM
New Features
| Key | What it means to you |
|---|
| Email Type Detection (DG-5569) | DataGroomr can now identify whether an email address is personal or business. A tag is displayed in Cleanse (similar to phone line-type), and you can sync Email Type directly to Salesforce. |
| Copy DQ Models Between Prod & Sandbox (DG-5652) | You can now copy Data Quality models between your Production and Sandbox environments, making it easier to test and promote configurations without rebuilding from scratch. |
| Auto-Provision Yearly Credits (DG-5505) | When you activate a paid subscription, all annual plan credits are now automatically issued upfront — no more manually activating free credits each month. Sandbox orgs are excluded from yearly provisioning. |
| Include / Exclude Tag Filtering (DG-5593) | Dataset filters now support both include and exclude logic for tags, giving you finer control over which duplicate groups are displayed. |
| Matching Model Name Auto-Generation (DG-5614) | Matching model names can now be auto-generated upon save if one is not provided. You can also click an icon to generate a name on demand, keeping your model library consistent. |
| Updated Matching Model Creation UI (DG-5581) | The matching model creation flow has been redesigned to surface AI recommendations at the forefront — similar to the merge rule experience — with clear options to select fields manually or via AI suggestion. |
| Grouped Verification Status Filters (DG-5683) | In Cleanse, verification statuses and attributes for phone, email, and address are now organized into separate groups (by status and by feature), making it faster to find and apply the right filter. |
Improvements
| Key | Enhancement |
|---|
| More Convenient Field Selection in Rule Editors (DG-5681) | The rule editor experience has been polished: the "AI recommend" button is now hidden after a model is created to reduce clutter, additional models in a dataset auto-expand to show minimum match confidence, and typing a space while selecting fields no longer resets the input. |
Fixes
- DG-5462 – NPSP Contact Merge Undo now correctly restores the deleted Household Account when the NPSP handler removes it as an empty household during a merge.
- DG-5521 – When a dataset fetch fails due to an invalid Salesforce field, the specific Salesforce error message is now displayed instead of a generic "Unexpected error."
- DG-5607 – Grid display (Dedupe, Transfer, Cleanse, Log Browser) no longer breaks when Chrome's dark theme is enabled.
- DG-5612 – Searching by a master or duplicate record ID now correctly returns all members of the matched group in both regular and crossmatch datasets.
- DG-5626 – Field weight no longer displays a visual glitch immediately after adding fields to a classic model.
- DG-5627 – Auto-Merge now correctly respects Field Value rules and no longer merges records that should be excluded.
- DG-5628 – Hourly Jobs configured to run every 2 hours were launching every hour; scheduling intervals are now accurate.
- DG-5629 – Duplicate counts are now consistent across analysis runs on the same dataset when no record changes have occurred.
- DG-5630 – Cosmetic issue when selecting tags with long names in the dataset filter has been resolved.
- DG-5631 – Fixed an issue where include and exclude tag filters could simultaneously apply to the same group.
- DG-5638 – ML model training on a CSV dataset in Transfer no longer fails with an unexpected error.
- DG-5642 – Credit balance on the License page now refreshes immediately after purchasing a subscription, without requiring a browser reload.
- DG-5647 – Auto-Merge no longer briefly marks rule-excluded groups as merged before correcting itself on page reload.
- DG-5648 – Email addresses can now be successfully removed from a job's notification list.
- DG-5651 – Review tooltip color restored to dark for improved readability.
- DG-5654 – Exporting records to CSV no longer fails when a column name ends with a period.
- DG-5659 – Job summary emails now include proper spacing between multiple recipient email addresses.
- DG-5663 – After a Mass Merge, the active filter now fully resets in both the dataset view and the Filter dialog.
- DG-5664 – Uploading a large CSV file in Transfer no longer stalls indefinitely.
- DG-5667 – The "Apply AI Model" dialog now reliably appears after login when AI-trained models are ready.
- DG-5672 – Merge rule generation no longer fails to render the rule editor even when the AI successfully generates the JSON.
- DG-5674 – A success notification is now shown when upgrading from a trial to a paid subscription.
- DG-5678 – AI rule generator no longer produces duplicate logic for distributing phone numbers.
- DG-5682 – Verify icon is no longer cut off in the UI.
- DG-5684 – After undoing an NPSP Contact merge, related objects (cases, assets) are now correctly restored to their original household accounts.
- DG-5687 – Email type can now always be detected during Cleanse verification; intermittent failures to identify email type have been resolved.
- DG-5692 – All merged groups are now correctly crossed out after merging multiple groups at once.
- DG-5693 – The Clear option in the verification status/attributes filter now works correctly.
- DG-5695 – New navigation tooltips have been improved for better visual presentation.
- DG-5698 – Searching by duplicate record ID in crossmatch datasets created directly from objects no longer returns an error.
- DG-5699 – Fixed cosmetic alignment issue and unwanted underscore in DQ model names when copying between Prod and Sandbox.
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