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.

Quick Add Cart

August 6, 2026
Help your customers get to checkout with fewer clicks. JourneyCARE now lets shoppers add products directly to their cart from Product List pages and Featured Products, making it easier to purchase without opening every product page. Products with a single option can be added instantly, while products with multiple variants offer a simple selection window before being added to the cart. This creates a smoother shopping experience, helping customers browse, choose, and purchase products more efficiently.

Mobile Payment Protection

August 6, 2026
Accidentally losing your edits while working on mobile is now much less of a concern. If you try to leave an invoice or estimate before saving your changes, JourneyCARE will prompt you to either save your work or discard your edits before exiting. This added safeguard helps prevent accidental data loss while giving you more confidence when updating payment documents on the go. If nothing has changed, you can still exit without interruption for a smooth editing experience.
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