Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.

You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages

Our development team has also refreshed the custom fields screen to make it simpler, more intuitive, and easier to work with day to day. While nothing about how fields function has changed, the updated interface makes it much faster to find what you need, stay organized, and manage your data with confidence. You’ll notice a cleaner layout, easier switching between different areas like contacts and opportunities, helpful visual indicators for key fields, and even a live preview so you can see how things will appear before saving. This new look can be especially helpful when your data is complex. It should now be even easier to keep your database clean, consistent, and aligned with how you actually use it, without the usual friction behind the scenes.

We’ve rolled out several updates in the Mobile App to make handling payments “on-the-go” smoother and more efficient. You can now save and manage cards directly on a contact, access a dedicated Payments view inside contacts and opportunities, and even add attachments to invoices right from your phone. When you’re trying to handle things effectively when you’re away from your computer, this means less back-and-forth and more done in the moment, whether you’re managing event payments, following up on invoices, or working with sponsors and members. Everything stays connected, organized, and easier to act on, no matter where you are.

If your organization uses JourneyCARE’s custom object feature, this announcement is for you. Now, you have the added ability to link companies to your custom objects, giving you a much clearer picture of how everything connects. For associations, this can mean better visibility into organizational memberships and multi-contact accounts. It becomes easier to track engagement, understand the full story behind a member organization, and segment more effectively. This update is definitely a strong step in the direction of a more connected, relationship-driven view of your data.