News & Updates
Innovating every single day to help you attract, engage, and serve your members
Custom Metrics Filters
June 26, 2026
We've rolled out exciting enhancements to Custom Metrics! You can now apply filters directly to individual metrics within your formulas, allowing you to segment data by contact tags, pipelines, owners, agents, and more. The Custom Metric builder has been upgraded to a full-page experience for easier configuration and management. These updates help you create more targeted, real-time dashboards without relying on spreadsheets, and they're available to all accounts at no additional cost.
Help your customers get to checkout with fewer clicks. JourneyCARE now lets shoppers add products directly to their cart from Product List pages and Featured Products, making it easier to purchase without opening every product page. Products with a single option can be added instantly, while products with multiple variants offer a simple selection window before being added to the cart. This creates a smoother shopping experience, helping customers browse, choose, and purchase products more efficiently.
Accidentally losing your edits while working on mobile is now much less of a concern. If you try to leave an invoice or estimate before saving your changes, JourneyCARE will prompt you to either save your work or discard your edits before exiting. This added safeguard helps prevent accidental data loss while giving you more confidence when updating payment documents on the go. If nothing has changed, you can still exit without interruption for a smooth editing experience.
