Link Email templates to Document Templates & Individual documents | Clixio Changelog Link Email templates to Document Templates & Individual documents | Clixio Changelog You wanted to create 3 workflows with 3 different Contracts but would not go ahead because you could not configure 3 unique email templates that you wanted them to go with. […]
We are pleased to announce the integration of the Payment Element with the Classic Widget! This enhancement ensures seamless payment functionality across both the Classic and NEO Widgets, delivering a consistent user experience and reducing confusion. Payment Gateway Support: The following payment gateways are now supported in the Classic Widget: Stripe (Card, Apple Pay, Google […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-15 20:25:002025-01-15 20:25:00Calendars: Payment Element with the Classic Widget
We’re thrilled to announce a new feature for updating channels of a post. How to Move a Post to Another Channel: Click the Three Dots: Find the post you want to move. Click the three-dot menu (⋯) in the top-right corner of the post. (Note: You can only move posts you’ve created or, if you’re […]
https://clixio.io/wp-content/uploads/2025/01/4e01968d5891f281574d8794a5554f83.png15083010Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-15 19:20:002025-01-15 19:20:00Communities – Move post to a different channel
You can now duplicate widgets directly within a dashboard, saving time and effort when creating similar widgets. **Quick Duplicate Action:** Easily copy an existing widget on the same dashboard. **Streamlined Workflow:** For complex widgets where only a few tweaks are needed, simply duplicate the widget, make adjustments, and save. Enter Edit Mode for the dashboard. […]
We’ve introduced Quick Action Buttons on the Bot Menu to enhance bot management and improve the user experience. These updates include options for editing, deleting, duplicating, and setting bots as primary, ensuring streamlined workflows and consistency across the platform. 1. Quick Actions in Bot Menu: Directly access management options from the bot menu, including: Edit […]
https://clixio.io/wp-content/uploads/2025/01/d298c99f7cbc884c7f072e823e8bdc81.png4941468Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-14 20:12:002025-01-14 20:12:00Quick Actions Buttons for Conversation AI bots
Import Invoices from QuickBooks: Seamlessly import all your invoices from QuickBooks during the initial connection. Go to Settings -> Integrations -> QuickBooks Connect Choose Import Elements: Import all previous Invoices with one toggle. Connect the QuickBooks account that you want to Click Next to proceed. Set Sync Preferences: Configure settings like Send Review Requests to […]
New Fields and Filters Added for Greater Control We’ve listened to your feedback and added new fields and filters to give you even greater control and insights within your dashboard and reports. Opportunity’s Phone Number: Now available as a table column. Opportunity’s Primary Contact Name: Added as both a widget filter and a table column. […]
https://clixio.io/wp-content/uploads/2025/01/e2bc5b5b0ddc98754a638e0b77712830.png14672725Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-13 17:03:002025-01-13 17:03:00Account Dashboard and Reporting: New Fields and Filters
The Marketplace team is excited to release improvements to the Search and Filtering experiences on App Marketplace. Improved app search experience The app search now matches the following app properties in decreasing order of priority: App name App tagline App description App’s developer name We have implemented Fuzzy Search, which ignores typos and matches plurals, […]
Users can now set their own preferred intervals for reminder emails, replacing the default options of 2 and 7 days before expiry. All previously scheduled reminder emails will continue to follow the default intervals of 2 and 7 days unless users choose to modify them. Edit Reminder Preferences for Certificate Templates Adding an expiry date […]
https://clixio.io/wp-content/uploads/2025/01/5d7b263940ab8dd374b6d84ba15d326c.png20463456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-10 22:46:002025-01-10 22:46:00Set frequency for certificate expiry reminders (emails)
**We’re excited to announce the launch of the WhatsApp Coexistence feature in Labs!** This groundbreaking capability allows businesses to seamlessly integrate their WhatsApp Business App with Clixio’s CRM, enabling dual-platform functionality and delivering an unparalleled messaging experience. **Dual-Platform Flexibility:** Use your existing WhatsApp Business App alongside Clixio CRM. **Chat Syncing:** Sync up to 6 months […]
We’re excited to announce new customisation options for the Shipping Details section at checkout Store owners can now fully customise the Shipping Details section on the checkout page by setting fields as Hidden, Optional, or Mandatory—streamlining the checkout process for their customers. Optimising checkout for faster customer experience This helps store owners enable quicker checkouts […]
We’ve introduced several new functionalities to the Companies feature, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline your workflows. This feature is currently in Subaccounts > Labs > “Company Enhanced UI + Custom Fields” 1. Create, Edit, and Update Custom […]
Till now, we had the ability to edit only the budget of a live campaign but with this enhancement, users will be able to edit multiple details enlisted below. Editing live campaigns allows users to respond dynamically to real-time performance data, market conditions, and business needs, ensuring the campaign remains relevant and effective throughout its […]
https://clixio.io/wp-content/uploads/2025/01/c68b565fb7b9d600e4aa9bfcb4c09e82.png10663356Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-09 19:42:002025-01-09 19:42:00Ad Manager : Ability to edit a Published/In-Review Ad Campaign
**We’ve enhanced the Trigger Links table by adding a new column to display the Trigger Link Key. Now, you can directly access the link key without needing to navigate elsewhere.** Previously, the Trigger Links table only showed the trigger link name and link URL, making it difficult to retrieve the link key. As a workaround, […]
https://clixio.io/wp-content/uploads/2025/01/dcd998fd9429fbef241fb9a3e8a68fa7.png19803456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-09 15:24:002025-01-09 15:24:00Conversations: Access Trigger Link Keys from the Trigger Links Table 💫
Estimates: Auto-Invoicing post acceptance | Clixio Changelog Users can now enable sending invoices post acceptance in estimates Additionally users can enable direct payments where receivers will be redirected to the invoice immediately after accepting the estimate Go to Payments -> Estimates or Estimate templates -> New estimate / New template Add the products -> In […]
We’re excited to introduce enhanced accessibility support for Blogs, designed to ensure all users, including those relying on assistive technologies, can seamlessly interact with blog functionalities. This update significantly improves the overall user experience. Key Features & Benefits Enhanced Accessibility Standards: The Blogs interface has been updated to adhere to accessibility guidelines, making navigation and […]
We’re excited to introduce custom value support for canonical links in Blogs. This enhancement gives users the flexibility to define canonical URLs dynamically for various blog elements, making it easier to maintain precise SEO configurations. Custom Canonical Links for Blog Elements: Add and manage canonical links for categories, authors, individual blog posts, and the blog […]
https://clixio.io/wp-content/uploads/2025/01/ba5b47ba7d268224c3c659db76d1c1ad.png18783434Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-08 20:27:002025-01-08 20:27:00Blogs – Custom Value Support for Canonical Links
We hear you, with this new release we’re optimising your experience on Blogs and making it easier for you all to navigate through and create/manage your blogs at one place. Below usability and experience improvements are brought to Blogs to make your Blog management a whole lot easier. New intuitive CTA for the blog creation […]
We’re all geared up to make your new year happier with the revamp of Review posting. You can now post your reviews to Facebook story along with Instagram. We’ve made updates to our brand’s font family and colour schemes as well to make your brand content posting coherent and reflect your unique brand personality. Customer […]
https://clixio.io/wp-content/uploads/2025/01/70a72cb48b43c5bec7df12d6439633a8.png19022958Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-08 20:08:002025-01-08 20:08:00Improvised Review Post scheduling with Social planner
T3 – Enhancements and Bug Fixes We’re happy to announce all our latest enhancements to Social planner to make your experience a lot more smoother. ✨ Enhancements: Remove LinkedIn PDF Restriction PDFs are no longer constrained to A4 size. The PDF dimensions adapt to the images’ minimum and maximum widths, reducing white space while keeping […]
Link Email templates to Document Templates & Individual documents
/in What's New? Automations, Documents & Contracts, PaymentsLink Email templates to Document Templates & Individual documents | Clixio Changelog Link Email templates to Document Templates & Individual documents | Clixio Changelog You wanted to create 3 workflows with 3 different Contracts but would not go ahead because you could not configure 3 unique email templates that you wanted them to go with. […]
Calendars: Payment Element with the Classic Widget
/in What's New? Integrations, PaymentsWe are pleased to announce the integration of the Payment Element with the Classic Widget! This enhancement ensures seamless payment functionality across both the Classic and NEO Widgets, delivering a consistent user experience and reducing confusion. Payment Gateway Support: The following payment gateways are now supported in the Classic Widget: Stripe (Card, Apple Pay, Google […]
Communities – Move post to a different channel
/in What's New? Calendar, Communities, Integrations, PaymentsWe’re thrilled to announce a new feature for updating channels of a post. How to Move a Post to Another Channel: Click the Three Dots: Find the post you want to move. Click the three-dot menu (⋯) in the top-right corner of the post. (Note: You can only move posts you’ve created or, if you’re […]
Account Dashboard and Reporting: Widget Duplication
/in What's New? Automations, Dashboard, ReportingYou can now duplicate widgets directly within a dashboard, saving time and effort when creating similar widgets. **Quick Duplicate Action:** Easily copy an existing widget on the same dashboard. **Streamlined Workflow:** For complex widgets where only a few tweaks are needed, simply duplicate the widget, make adjustments, and save. Enter Edit Mode for the dashboard. […]
Quick Actions Buttons for Conversation AI bots
/in What's New? Conversation AIWe’ve introduced Quick Action Buttons on the Bot Menu to enhance bot management and improve the user experience. These updates include options for editing, deleting, duplicating, and setting bots as primary, ensuring streamlined workflows and consistency across the platform. 1. Quick Actions in Bot Menu: Directly access management options from the bot menu, including: Edit […]
Invoicing: Import previous invoices from Quickbooks
/in What's New? Invoicing, ReputationImport Invoices from QuickBooks: Seamlessly import all your invoices from QuickBooks during the initial connection. Go to Settings -> Integrations -> QuickBooks Connect Choose Import Elements: Import all previous Invoices with one toggle. Connect the QuickBooks account that you want to Click Next to proceed. Set Sync Preferences: Configure settings like Send Review Requests to […]
Account Dashboard and Reporting: New Fields and Filters
/in What's New? Dashboard, Opportunities and Pipelines, ReportingNew Fields and Filters Added for Greater Control We’ve listened to your feedback and added new fields and filters to give you even greater control and insights within your dashboard and reports. Opportunity’s Phone Number: Now available as a table column. Opportunity’s Primary Contact Name: Added as both a widget filter and a table column. […]
App Marketplace | Improvements to App Search and Filtering
/in What's New? App Marketplace, AutomationsThe Marketplace team is excited to release improvements to the Search and Filtering experiences on App Marketplace. Improved app search experience The app search now matches the following app properties in decreasing order of priority: App name App tagline App description App’s developer name We have implemented Fuzzy Search, which ignores typos and matches plurals, […]
Set frequency for certificate expiry reminders (emails)
/in What's New? CertificatesUsers can now set their own preferred intervals for reminder emails, replacing the default options of 2 and 7 days before expiry. All previously scheduled reminder emails will continue to follow the default intervals of 2 and 7 days unless users choose to modify them. Edit Reminder Preferences for Certificate Templates Adding an expiry date […]
Enable WhatsApp Coexistence via Labs
/in What's New?**We’re excited to announce the launch of the WhatsApp Coexistence feature in Labs!** This groundbreaking capability allows businesses to seamlessly integrate their WhatsApp Business App with Clixio’s CRM, enabling dual-platform functionality and delivering an unparalleled messaging experience. **Dual-Platform Flexibility:** Use your existing WhatsApp Business App alongside Clixio CRM. **Chat Syncing:** Sync up to 6 months […]
Making Shipping detail fields Hidden, Optional or Mandatory in checkout page for E-Commerce Stores
/in What's New? E-CommerceWe’re excited to announce new customisation options for the Shipping Details section at checkout Store owners can now fully customise the Shipping Details section on the checkout page by setting fields as Hidden, Optional, or Mandatory—streamlining the checkout process for their customers. Optimising checkout for faster customer experience This helps store owners enable quicker checkouts […]
Companies Module – Major Release
/in What's New? Automations, IntegrationsWe’ve introduced several new functionalities to the Companies feature, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline your workflows. This feature is currently in Subaccounts > Labs > “Company Enhanced UI + Custom Fields” 1. Create, Edit, and Update Custom […]
Ad Manager : Ability to edit a Published/In-Review Ad Campaign
/in What's New?Till now, we had the ability to edit only the budget of a live campaign but with this enhancement, users will be able to edit multiple details enlisted below. Editing live campaigns allows users to respond dynamically to real-time performance data, market conditions, and business needs, ensuring the campaign remains relevant and effective throughout its […]
Conversations: Access Trigger Link Keys from the Trigger Links Table 💫
/in What's New? Conversations**We’ve enhanced the Trigger Links table by adding a new column to display the Trigger Link Key. Now, you can directly access the link key without needing to navigate elsewhere.** Previously, the Trigger Links table only showed the trigger link name and link URL, making it difficult to retrieve the link key. As a workaround, […]
Estimates: Auto-Invoicing post acceptance | Clixio Changelog
/in What's New? Automations, Invoicing, PaymentsEstimates: Auto-Invoicing post acceptance | Clixio Changelog Users can now enable sending invoices post acceptance in estimates Additionally users can enable direct payments where receivers will be redirected to the invoice immediately after accepting the estimate Go to Payments -> Estimates or Estimate templates -> New estimate / New template Add the products -> In […]
Blogs – Accessibility Enhancements | Clixio Changelog
/in What's New? BlogsWe’re excited to introduce enhanced accessibility support for Blogs, designed to ensure all users, including those relying on assistive technologies, can seamlessly interact with blog functionalities. This update significantly improves the overall user experience. Key Features & Benefits Enhanced Accessibility Standards: The Blogs interface has been updated to adhere to accessibility guidelines, making navigation and […]
Blogs – Custom Value Support for Canonical Links
/in What's New? BlogsWe’re excited to introduce custom value support for canonical links in Blogs. This enhancement gives users the flexibility to define canonical URLs dynamically for various blog elements, making it easier to maintain precise SEO configurations. Custom Canonical Links for Blog Elements: Add and manage canonical links for categories, authors, individual blog posts, and the blog […]
Improved Blogs experience | Clixio Changelog
/in What's New? BlogsWe hear you, with this new release we’re optimising your experience on Blogs and making it easier for you all to navigate through and create/manage your blogs at one place. Below usability and experience improvements are brought to Blogs to make your Blog management a whole lot easier. New intuitive CTA for the blog creation […]
Improvised Review Post scheduling with Social planner
/in What's New? Automations, Reputation, Social PlannerWe’re all geared up to make your new year happier with the revamp of Review posting. You can now post your reviews to Facebook story along with Instagram. We’ve made updates to our brand’s font family and colour schemes as well to make your brand content posting coherent and reflect your unique brand personality. Customer […]
Social Planner- Enhancements and Bug Fixes
/in What's New? Calendar, Social PlannerT3 – Enhancements and Bug Fixes We’re happy to announce all our latest enhancements to Social planner to make your experience a lot more smoother. ✨ Enhancements: Remove LinkedIn PDF Restriction PDFs are no longer constrained to A4 size. The PDF dimensions adapt to the images’ minimum and maximum widths, reducing white space while keeping […]