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.
Since rolling out the Community feature in JourneyCARE, we've discovered that organizations fall into two difference preferences. There are some that want every group member to have some sort of photo on their profile and there are others that do not care about such things and just want to get people into the group with as little friction as possible. So now we've made it possible for you to toggle the photo requirement on or off based on how you'd like it to work.
The next time you merge contacts, you'll want to be aware of a change in how workflows are handled. In this quick video, we explain the old action and what you can expect going forward.
