Platform CRM should tell one story per person. This release adds a contact Timeline for major life and role events, and stops public-registry officer and control roles for the same person from cloning into multiple CRM contacts.
Contact Timeline
Each contact has a Timeline tab that gathers major person changes in one place: company roles and resignations, observed residences, birth year, merges, and other enrichment events already recorded for that person.
What you will notice:
- A Timeline tab next to change history on contact detail
- Role appointments and residence moves visible as dated events
- Company names linked when a role change belongs to an employer
One person, one contact across registry roles
When public company registries list the same person under several appointments at one company, Platform CRM reuses a single contact instead of creating a row per appointment.
What you will notice:
- Fewer duplicate pins stacked on the contacts map for the same person
- Role history kept on the shared company link
- Cleaner contact counts for registry-sourced people
Built for a trustworthy person narrative
Whether a role came from a public registry filing, a residence observation, or enrichment, Platform CRM now presents those person changes together — without inventing extra people for every appointment.