See release updates for other modules here.
February 2026
Saved Views on the main projects table ⿴
Saved Views on the main projects table ⿴
Projects users are now able to create saved views in the main project page! This feature was already available in the Company table and has now been extended to the Project main page as well (and will soon be available on the People page too)
How it works:
What can be saved: Filters, Column sorting, number of rows per page
Choose visibility: saved view can be private or public (visible to everyone in their team)
Managing Views: Rename, hide, delete, or change visibility from the view tab menu
New People Page Design 🎨
New People Page Design 🎨
We’ve just rolled out an update to the People Page to make it quicker, cleaner, and more intuitive for users to manage their contacts
What’s new:
Modern design: The page now matches the look & feel of other areas in the app
Faster actions: Primary CTAs, like adding new contact and Search AI are easier to find - streamlining key actions for users
Saved Views: Users can now create saved views on the People Page
Custom fields: These are now accessible directly from the page, making it more accessible to users
Resume Matching & Duplicate Detection 👯
Resume Matching & Duplicate Detection 👯
We’ve launched an enhanced resume matching experience that automatically links uploaded resumes to the right contacts in the CRM, helping users keep a their CRM with clean data and improve workflow efficiency.
What’s new:
Automatic resume attachment when there’s a strong match with an existing contact:
Same email, or
Same social profile, or
Same name and phone, or
Same name and job title and company
For weak matches, SourceWhale suggests potential duplicates, users can decide to attach the resume or create a new contact.
Custom Field Filtering 🎣
Custom Field Filtering 🎣
How it works
Navigate to https://sourcewhale.app/people
Click the Filters button at the top left of the table
Custom filters appear underneath the standard SourceWhale filters
Set these filters to refine the list of contacts displayed
This significantly improves list-building flexibility and makes custom fields much more powerful in day-to-day workflows. Need to find someone in SourceWhale with a custom property? Now you can!
Rejection and Withdrawal Reasons 🚫
Rejection and Withdrawal Reasons 🚫
Users can move candidates to the Rejected / Withdrawn stage and select a Rejection or Withdrawal reason for candidates/ contacts for projects allowing for more accurate metrics in reporting
How it works
Head to the pipeline within a project
Drag a contact to the "Rejected" or "Withdrawn" Column
Select the rejection reason
Add Contact Relationship Tag 🏷️
Add Contact Relationship Tag 🏷️
Projects users can now choose to tag a contact as a Client or Candidate or both to easily manage their database.
How it works
Head to https://sourcewhale.app/people
Select a contact
Select add Contact relationship on the left
Scroll down and tick the relationship.
Projects users can now see and add Relationship tags within the extension. Quickly identify a contact's relationship when sourcing and easily adjust this before adding them to SourceWhale. This brings us in line with functionality we offer third party CRM customers.
How it works
Open the SourceWhale extension on a profile
If they are in SourceWhale and a Tag has been set, you will be able to see this on the profile
If you want to set the relationship tag, select from the dropdown.
Add contact to SourceWhale!
Merged Candidate & Pipeline views ⛙
Merged Candidate & Pipeline views ⛙
We've merged candidate and pipeline views into one tab for ease of navigation. Projects users can switch easily between the Contact/Candidate list and Kanban Pipeline view in one click, while being able to access contact actions from either view.
How it works
Head to https://sourcewhale.app/projects and select a Project
Click Candidates within a job or Contacts within a BD project
Toggle between the pipeline view and the table view.
Extra Filters 🪝
Extra Filters 🪝
We've added new filters to projects table, along with a column selector to display these fields:
Company
Team (those assigned to the search)
Location
Contract Type
Number of people
Project users can use these to created more customised lists of projects and organise their data in the way they want.
January 2026
Project Reporting Breakdown 📊
Project Reporting Breakdown 📊
Project users can now see a detailed breakdown of each pipeline stage for Jobs and Business Development projects. This update enhances reporting visibility and provides clearer insights, making it easier to track progress and team performance.
Click any stage card to view the full breakdown of candidates or prospects in that stage
View revenue breakdown by earner to quickly identify top contributors
Pipeline Card Design 🗂️
Pipeline Card Design 🗂️
We’ve redesigned pipeline cards to surface more relevant contact information at a glance - helping teams make faster decisions with a cleaner UI.
What’s new:
Role & company information now displayed directly on each card
LinkedIn icon for quick access
Compact time display (e.g. 5h, 2d, 3w) to reduce visual clutter
all existing pipeline functionality remains the same
Custom Fields ⽥
Custom Fields ⽥
Project users can now create custom fields for contacts, allowing teams to capture information specific to their workflow. This adds flexibility and helps teams keep all relevant data in one place.
How it works
Navigate to any Project > Contacts tab → Click the + icon → Select “Create new custom field”
Supported field types: Text, Number, Date, Multi-Select dropdown
Custom fields appear in the Edit Contact view for easy data entry
No admin permissions required, any user can add/manage custom fields
Help Guide:Custom Fields Help
December 2025
Shareable Candidate Profiles & Pipelines 🪈
Shareable Candidate Profiles & Pipelines 🪈
Live view of the project pipeline, giving clients clear visibility into the hiring process
Ability to customise which pipeline stages are visible to clients
Set expiry dates for shared views, giving users full control over how long clients can access the information.
Anonymise key candidate details (name and contact information) before sharing - fully customisable based on their needs
Read more about how to share your pipeline here.
View of the candidate’s background, including work experience and education
Anonymise key candidate details (name and contact information) before sharing - fully customisable based on their needs
Note: Candidate profile sharing currently supports LinkedIn experience only
Read more about how to share candidate profiles here.
Revenue Data in Project Reports 💰
Revenue Data in Project Reports 💰
New Revenue metrics for all projects
Revenue broken down by team member
An improved fee structure to simplify fee splits
Read more about Projects reporting here.
Business Development Project Type 🏦
Business Development Project Type 🏦
Project users can now create a Business Development project to easily track and manage all their new client acquisition activities directly in SourceWhale.
Read more about this feature here.
Salary & Notice Period on Contact Modal 💶
Salary & Notice Period on Contact Modal 💶
Project users can now add and view candidate details directly from the Contact Modal, including:
Current Salary and Bonus
Expected Salary and Bonus
Notice Period
This provides instant access to key candidate information, helping users make faster decisions and streamline their workflow.
November 2025
Company Views 🏙️
Company Views 🏙️
Projects customers have the ability to save filters as a view on the companies table:
Save all filters into a named view
this includes the number and the ordering of the rows
Hide and unhide views from the top bar with ease
Share your views with your team
Read more about this feature here.
Upload Resume Widget 📄
Upload Resume Widget 📄
Users can drop resumes anywhere across the app.
Where you’ll see it:
The Upload Resume Widget appears on (almost) all pages of the app.
Simply drag one or more files onto the app, and the Upload Resume Modal will appear automatically.
Resume Upload:
File types supported:
.pdfand.docxonly. Max no. of files in a batch is 100.Contacts will be created by extracting relevant information from the resume and will be added to the contact list.
Contacts will be deduplicated using the same logic applied when sourcing contacts via the extension.
Project/Pool assignment:
Add contacts to projects or talent pools by selecting in the dropdown
If the widget is opened on a specific project page, that project will be pre-selected in the dropdown.
Track Progress and Results:
Monitor upload progress directly from the widget.
Click "View" to launch the Contact Modal for the new contact.
Dismiss notifications by clicking the X.
Read more about this feature here.