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.
Clients often ask about ways to boost engagement inside their community groups and we always say that you need to show them what they are missing! Now there is a super easy and automated way to do that with Community Newsletters! The newsletter feature is a digest of your trending posts and hot topics, send out automatically to all group members on the frequency you choose. Members can control whether they receive the digest from their Notification settings. A group administrator does need to go into the Settings to turn this feature on and choose how often you'd like it to go out - Daily, Weekly, Bi-Weekly, or Monthly.
If your organization uses Notion, ClickUp, or AirTable for project management or other purposes, you'll likely be excited to know that JourneyCARE now connects instantly to all three. This means you can seamlessly pass information back and forth between these software platforms without using third party middleware like Zapier. We'd love to hear how you use this new capability. Drop a line and let us know!
