News & Updates
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Major overhaul of Admin Mobile App
February 11, 2025
Anytime we can make adjustments to provide a more streamlined, intuitive, and unified experience, we'll always do our best to make that happen.
This update ensures that all critical contact details and related activities are consolidated into a single, easy-to-navigate screen in the Admin Mobile App.
What's New?
- Quick Actions - Common functions easily accessible
- Tabbed Navigation Approach - Unified access to all contact-related information under tabs:
- Folded Information Structure - Each section within the tabs is collapsed by default for a clutter-free view.
- Custom Values Integration - Custom values are now onboarded at the contact level, allowing for personalized data management.
- Tag Management: Tags are enabled to help categorize contacts effectively and Multi-select contacts to add tags in bulk.
- Enhanced Activity Tracking - All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab.
- Future-Proof Design: Elements introduced in this overhaul will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use.
- Quick Actions on Contact Tiles: Managing your contacts is even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.
You can now select a custom email template when sending manual certificates through JourneyCARE, giving you greater control over how your communication looks and feels. How to Use Choose your preferred email template during the manual certificate sending process. Customize the email subject for added personalization. If no template is selected, the system will automatically use your default template set in the Client Portal settings. This update brings more flexibility and personalization to how you deliver certificates to your members!
Two key enhancements have been introduced to JourneyCARE's Media Storage functionality that make browsing and selecting images faster and more intuitive. Now you can instantly identify image orientation and view exact pixel dimensions without needing to open each file. While browsing thumbnails, a landscape, square or portrait badge now appears directly on each image. This visual cue makes it easy to identify the orientation at a glance. In list view, each image now displays its width × height in pixels right next to the filename. This ensures you can quickly determine whether an asset fits your design requirements. These improvements bring more clarity and control to your workflow making it easier to select the right images, faster. These upgrades are designed to save you time and reduce guesswork. Note: Dimensions of older images in your library may not be showing yet, but conversion is underway.
