News & Updates
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Mobile Payment Updates
April 2, 2026
We’ve rolled out several updates in the Mobile App to make handling payments “on-the-go” smoother and more efficient. You can now save and manage cards directly on a contact, access a dedicated Payments view inside contacts and opportunities, and even add attachments to invoices right from your phone.
When you’re trying to handle things effectively when you’re away from your computer, this means less back-and-forth and more done in the moment, whether you’re managing event payments, following up on invoices, or working with sponsors and members. Everything stays connected, organized, and easier to act on, no matter where you are.
We’ve added some fresh triggers and instructions to Conversation AI, which provides additional options for how the AI Knowledge Base gets used when interacting with contacts. You can now set up trigger conditions that reference the Knowledge Base to let the AI know when to use it based on certain situations. The AI can still use the Knowledge Base on its own, but it can also be directed by what you set up in the automations.
JourneyCARE now lets you make outbound voice calls using your current phone number. If you don’t have a JourneyCARE phone number, you’ll see an option to use your own when you try to use the dialer. Just enter your existing number in the dialer. You’ll need to confirm that you own the phone number by receiving a quick verification phone call, but then you can proceed to make your call. Note that the availability and volume of outbound calling depend on your JourneyCARE subscription.
