News & Updates
Innovating every single day to help you attract, engage, and serve your members
New and improved Notes experience
February 5, 2025
Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organized view, finding and managing your notes is now easier than ever!
What's New?
Filters & Sorting – Quickly find the notes you need with improved filtering options and sorting by Date Created.
Search Notes – Instantly locate specific notes using the new search functionality.
Additional Contact Notes – View notes linked to related contacts within an opportunity, ensuring complete visibility.
Want to make it even easier for people to take action with a purchasing decision? Easily add a "Buy Now" element to any email. The product name, description, and image will be pre-populated in the email and the button can direct to a streamlined check-out process.
Our latest JourneyCARE update introduces Bulk QR Code Creation, designed to save time for those of you who like to use QR codes in your marketing. Key features to note: CSV Upload: Just upload a CSV file containing name and URL values to instantly generate multiple codes. Sample CSV & Instructions: Download a pre-formatted CSV template and detailed setup instructions to guide you through the process. Folder Assignment: Organize your generated QR codes by assigning them to a folder during the bulk upload process. Real-Time Progress Tracker: Visual progress updates keep users informed on how many QR codes have been processed successfully. Confirmation Modal: See status of your processed codes once the upload is complete.
