Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.

WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.

You can now find notification settings more easily in Forms, Surveys, and Quizzes with a dedicated Notifications tab inside the builder. We've also improved tooltips with clearer explanations, contextual guidance, and Learn more links to relevant Help Center articles where available. These updates make it easier to understand and configure builder settings without leaving your workflow or relying on additional support, while keeping your existing notification functionality unchanged.

You can now tailor your Contact detail pages more closely to the way your team works. Resize panels to make better use of space, choose whether Owners and Followers appear on the contact card, and add up to two custom fields for quick reference. You can also decide where tags appear, rename and reorder the Actions and All fields tabs, and have Dynamic Tab modules open automatically when selected. Together, these options give you more control over the layout and information you see while keeping important contact details easy to access.

You can now have more control over which Xero contacts sync to JourneyCARE and how they’re organized. Choose to sync all contacts, only customers, only suppliers, or specific Xero contact groups, helping you keep unnecessary records out of your CRM. You can also decide whether suppliers appear alongside your contacts or are routed to business records instead. These settings give you a cleaner, more organized CRM while leaving existing Xero integrations unchanged unless you choose to update them.