News & Updates
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Major overhaul of Admin Mobile App
February 11, 2025
Anytime we can make adjustments to provide a more streamlined, intuitive, and unified experience, we'll always do our best to make that happen.
This update ensures that all critical contact details and related activities are consolidated into a single, easy-to-navigate screen in the Admin Mobile App.
What's New?
- Quick Actions - Common functions easily accessible
- Tabbed Navigation Approach - Unified access to all contact-related information under tabs:
- Folded Information Structure - Each section within the tabs is collapsed by default for a clutter-free view.
- Custom Values Integration - Custom values are now onboarded at the contact level, allowing for personalized data management.
- Tag Management: Tags are enabled to help categorize contacts effectively and Multi-select contacts to add tags in bulk.
- Enhanced Activity Tracking - All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab.
- Future-Proof Design: Elements introduced in this overhaul will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use.
- Quick Actions on Contact Tiles: Managing your contacts is even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.
We're excited to announce the addition of AI-powered assistance directly inside the workflow builder. You'll likely notice this the next time you are creating Triggers or Actions. If you'd like a little more guidance on set-up or practical examples, simply click the Learn More button at the top-right of the panel to launch the guide.
If you're taking advantage of JourneyCARE's Social Planner feature, you'll be happy to see that we've streamlined the process of adding posts to a Category Queue. Previously, you had to schedule or publish a post in order to add it to a queue, but you can now do that on-the-fly as you are creating the post. Simply choose the category you want from a dropdown or create a new category at that time.
