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.
ANY email - from your inbox or from a previous marketing platform - can now become a fully editable template in Email AI in minutes. No manual rebuilding. Just forward the email to a special email address and the system will create an editable version of that template in your email campaigns.
SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.
