• Shopping Cart Shopping Cart
    0Shopping Cart
Clixio
  • Features
  • Pricing
  • FAQ
  • Blog
  • Log in
  • Free Trial
  • Menu Menu

Custom fields and folders – UI revamp

March 25, 2026/in What's New? CRM

1. Overview

We’ve revamped the custom fields experience in Go Clixio CRM to make it cleaner, more intuitive, and easier to navigate—without altering any existing functionality. This update aims to enhance usability, visibility, and efficiency when managing custom fields across various objects.

This major UI revamp is designed to significantly improve how users interact with custom fields on a daily basis. By reducing friction and enhancing clarity, this update enables teams to work more quickly, make fewer errors, and manage data more efficiently at scale. It marks a substantial step forward in delivering a smoother, more powerful CRM experience.

2. What’s new?

  • Improved UI design: A simplified and cleaner interface for enhanced usability and faster navigation.

1
2
3
4
Custom Objects drop down
  • Live preview window: Instantly see how a custom field will appear on the contact page, giving you more confidence in configuring fields.

5
6
7
  • New field icons: Quickly identify unique and searchable fields with newly introduced visual indicators.

Unique key
8
  • Column sorting: Sort custom fields across all columns for better organisation and quicker access.

What’s next?

More improvements are coming soon—this is just the beginning! 🙌

https://clixio.io/wp-content/uploads/2026/03/dddf1b77c28baba797592a39f1ca1a76-scaled.png 1504 2560 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2026-03-25 20:30:002026-03-25 20:30:00Custom fields and folders – UI revamp

RSS feed: Latest Feature Updates Latest Feature Updates

  • Improved: Dynamic Value Chips with Improved error segmentation September 4, 2026
  • 📞 More Reliable Missed Call Text Back with Smarter Number Selection September 4, 2026
  • 🔐 Client Portal: “User login” Workflow Trigger Now Supports the New Client Portal Experience September 3, 2026
  • 📢 Carrier Fee Pricing Update – Effective October 1, 2026 September 3, 2026
  • Privacy Policy + T&C URLs on Toll-Free Verification September 2, 2026
  • Workflow Builder: Pick an Email Sender Domain for Each Workflow! August 28, 2026
  • Certificate AI Beta is now live August 27, 2026
  • 📅 Date Range Setting Can Now Count Only the Days You Actually Work August 27, 2026
  • Schedule Availability with Custom Open & Expiry Experiences – Form, Survey & Quiz August 27, 2026
  • WhatsApp messaging limits: now shown at the portfolio level August 27, 2026
Book a demo
See Clixio working
for your business, live.

30 minute call with our team. Personalised to your industry, no hard sell.

Book your free demo
14 day free trial · Cancel anytime
Clixio - Marketing and sales automation

Marketing & sales automation built for Australian service businesses. One platform, one flat rate, genuinely easy to use.

Product
Features Pricing How it works Latest updates
Company
Blog FAQ Get support Account transfers
Legal
Privacy Policy Terms & Conditions
© Clixio. All rights reserved. Made with ♡ in Australia.
Scroll to top Scroll to top Scroll to top