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’ve expanded the Media Library to make reviewing your files faster and easier. You can now preview a wider variety of file types including PDFs, Word documents, Excel and CSV files, audio files, text files, and supported 3D models directly in JourneyCARE without downloading them first. Just click Preview, and the correct viewer will open automatically, allowing you to quickly inspect your files and get back to work. It's a small quality-of-life improvement that streamlines your workflow and helps you find exactly what you need with fewer clicks.
Want to make your social posts more accessible without adding extra steps to your workflow? You can now add Alternative Text to images directly in JourneyCARE within the Social Planner! Simply upload your images, add a unique description to each one, and schedule or publish your post as you normally would. Whether you're sharing a single image or a carousel, each image can have its own custom alternative text, making your content more inclusive for visually impaired audiences while following accessibility best practices. Even better, Social Planner automatically sends alternative text to supported social platforms, so there's no need to make edits after publishing. It's an easy way to create more thoughtful, accessible content and all from one place.
