News & Updates

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Major release for companies module
January 15, 2025

Several new functionalities to the Companies feature, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline your workflows.


This feature is currently in Subaccounts > Labs > "Company Enhanced UI + Custom Fields"


What's New?

1. Create, Edit, and Update Custom Fields: Tailor your company records by adding custom fields to track data points specific to your business needs.

2. Manage Fields and Customize List View: Decide which fields to display in the List View for a more focused view.

3. Advanced Filters: Apply filters on standard and custom fields to narrow down records.

4. Sorting Options: Sort company records by any field, such as Name, City, or custom criteria.

5. Enhanced Search Functionality: Search across both standard fields (e.g., Name, Phone, Email) and custom fields.

June 24, 2025
JourneyCARE now offers 2-facto r authentication for administrators via Authenticator apps like Google Authenticator, Microsoft Authenticator, Authy or Duo. You'll find the new option under Settings --> My Profile. Simply click the QR code that is provided using your preferred app and then enter the code that your app provides.
June 19, 2025
We’ve rolled out two enhancements to streamline your workflow on the social planner dashboard: New Socials Shortcut: You can now quickly access your Social Planner with the "Add Socials" shortcut directly from the dashboard. One-click access to streamline your posting workflow! Sticky Dropdown Actions: In the social accounts dropdown, the "Add Account" and "Add Group" options are now sticky—always visible at the bottom for easy access, no matter how many accounts you’ve added. Why it matters? Many users were unaware of how to start using the Social Planner or found the navigation buried. This shortcut reduces friction for new users and makes the Social Planner more discoverable and accessible for everyone. Also, when users had multiple social accounts or groups, key actions were pushed out of view, leading to confusion and extra scrolling. Making them sticky ensures that these critical actions are always visible, no matter how full the list gets.
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