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.
This is one of those quick "qua lity of life" updates for those of you who use the QR Code functionality in JourneyCARE. Now, you no longer have to download a QR Code image in order to share it with your graphic designer or other team mate. Simply click the little "copy" link that you'll see next to the download button. This should save you a bit of time whenever you use this tool.
We just rolled out an awesome update for the Workflow Builder. Now, in addition to being able to Copy/Paste within the same workflow, you have the option to Copy/Paste into a completely different workflow! For those of you who spend a lot of time building out automations, this small change could save HOURS of time because you no longer have to start scratch to add actions into a workflow that already exists. Simply copy like you normally would and note that you can now navigate to any other workflow and paste.
