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.
We've enhanced the Email Action to make attachments in JourneyCARE more convenient and efficient. You can now attach files directly from the Media Library or upload files from your local device when configuring a Send Email action. This update helps streamline your workflow by allowing you to reuse existing assets, eliminating the need to repeatedly upload the same files, while also providing the flexibility to choose between stored files and new uploads.
We've improved the course experience in JourneyCARE with video auto-play, a new "Up Next" lesson preview, and smarter lesson completion tracking for both video and text lessons. Course creators can now enable auto-start, auto-play, and auto-complete settings at the course level and apply them across multiple courses. These enhancements create a smoother learning journey, reduce manual actions, and provide more reliable progress tracking for learners.
