News & Updates

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Easily Edit Recurring Invoices
December 11, 2024

For organizations that use recurring invoices for membership, certifications, training programs or other repeat purchases, you now have enhanced editing abilities!


  • Modify Frequency: Adjust the billing cycle (e.g., weekly, monthly, annually) of your existing recurring invoices to better match your clients’ payment schedules or project timelines.

  • Change Dates: Update the start and end dates of scheduled invoices to accommodate changes in service periods or contractual agreements.

  • Update Products/Services: Add, remove, or alter the products and services listed in active or scheduled recurring invoices to reflect any changes in your offerings or client requirements.

  • Automated Email Alerts: When auto-payment is enabled in an edited recurring invoice, it will automatically trigger an email notification to the user.

  • Personalization Options: Tailor the content of these notification emails within the invoice settings to align with your brand voice.


Allowing easy modifications ensures that your billing remains accurate and aligned with changing operations without the hassle of creating new invoices from scratch.

April 30, 2025
If you're not yet seeing the fresh new look of the Activity Stream in your Contacts, activate this enhancement in Labs. The new design is a continuous feed with with distinct icons, date groupings, clickable cards, and backend optimizations ~delivering faster load times and a cleaner interface. What’s New? New Event Icons: Each activity type (calls, emails, notes, etc.) has its own icon for instant recognition. Date Groupings: Activities are grouped under headings like “Today” and “Yesterday” for chronological clarity. Clickable Event Cards: Each card shows title, timestamp, campaign/source labels, and links. Database Optimizations: Under-the-hood improvements yield quicker loads, faster processing, and more reliable data. Responsive Design: Enhanced interaction and layout consistency on desktop and tablet screens. Why This Matters? Performance Boost: Faster page loads and smoother scrolling thanks to optimized queries and indexing. Reduced Clutter: Clear icons and date headers make it easy to scan for specific events. Increased Productivity: Click-through cards get you to detailed interaction data in one tap, keeping you in context.
April 29, 2025
It 's now even faster to create new contracts for speakers, exhibitors, sponsors and more with a brand new way to duplicate existing contracts. Simply click on "Clone" to generate an exact copy instantly. Proceed to edit the contract as needed.
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