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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.

Collect Video Testimonials in JourneyCARE

December 21, 2025
One of the most powerful assets that any organization can have in its marketing toolkit is a collection of testimonials from happy fans. We're excited to announce that you can now collect video testimonials via JourneyCARE and embed them seamlessly into any website. Each testimonial can be up to 2 1/2 minutes of video. Look for this feature in the "Reviews" section of your account. If you don't see reviews, drop us a line at the Help Desk and we'll activate that for you. Once activated, you'll be able to create special links to send to your audience allowing them to easily record their video and instantly submit to you. Once you have a few selected, you can customize a display widget to showcase those on any website page.

Easy Margin Adjustments for Forms, Surveys & Quizzes

December 5, 2025
This is one of those teeny tiny adjustments that might seem like no big deal, but if you've ever had a form where you couldn't get the spacing to look exactly like you want it to look, you'll appreciate this update. While you could previously do some extra custom styling with CSS code, you'll now notice that there's a super easy slider and margin parameters that can be set for the outside spacing on your Forms, Surveys, and Quizzes. Try it out and let us know what you think!
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