Remove pre existing Shopify integrations.

Remove pre existing Shopify integrations. | Clixio Changelog There was no way for the user to figure out if the Shopify store was integrated to a different location. For example X has 2 locations and have integrated a Shopify store to 1. Now he wants to integrate the same store to other location, this won’t […]

Mobile App – v3.74 release

We’re thrilled to announce our latest update to our Mobile App! This update brings a bunch of improvements and fixes that further improve the usability of the mobile apps. v3.74.2 will be available for Clixio, LeadConnector, and White-Labelled (update needs to be requested) apps. Updated notification badge logic : Badge count now reflects the number […]

Service Calendars – Mobile App

We’re thrilled to announce our latest update to our Mobile Apps – The introduction of Service Calendars. Sub-account admins and users will now be able to access all their service appointments inside the calendar section as well as create a new service appointment with any of their contacts. This update is available on Clixio, LeadConnector, […]

Edit Email Snippets – Mobile App

We’re thrilled to announce our latest update to our Mobile Apps – The ability to edit email templates. Sub-account admins and users will now be able to edit email templates before sending them out. To make this happen, we have added a powerful rich text editor with the ability to turn text bold, italicise, underline, […]

Invoices: We now support Setup Fee in Recurring Invoices

Let’s say you have a product with an initial set-up fee and then a monthly recurring charge. So far, you were not able to use a single invoice to let the customer pay for both and had to rely on 2 invoices. Not anymore. You can now add a recurring product -> add a set […]

Business Card Scanner – Mobile App

Latest Update on Clixio and LeadConnector Mobile Apps: Business Card Scanner We’re thrilled to announce our latest update to our Clixio and LeadConnector Mobile Apps – Business Card Scanner. Sub-account admins and users can now scan a business card to create a new contact. This update is available on Clixio, LeadConnector, and White-labelled (update needs […]

Account Affiliate Manager: Manual Sales and Commissions

We are thrilled to introduce Manual Sales and Commissions, allowing you to add manual sales for affiliates and providing a flexible way to track and credit sales that may not be captured automatically. Open Account Affiliate Manager Go to the Affiliate Page Find and select the affiliate for whom you want to add manual sales. […]

Communities – Updates | Clixio Changelog

Exciting Updates Hey there! We’ve got some exciting updates in this release to improve user engagement: Themes Themes are now officially out of labs and are applied by default to all community groups. Invite Member Invite member feature is now accessible from the group info card. Dark Mode Dark mode can now be accessed more […]

Updates in Public APIs for Social Planner😁

We’re excited to announce the release of public API support for CSV API Module in Social Planner as part of the Phase 3 release. These APIs will enable developers to fetch, upload, delete, process CSVs and its posts We’ve added few new scopes for accessing the Social Planner CSV APIs – – socialplanner/csv.readonly – socialplanner/csv.write […]

Custom Payments Integration: Bring your own Payment Provider

We’re thrilled to announce the release of our Custom Payments Integration Framework, now available with comprehensive public documentation! :star2: Marketplace app developers can now integrate virtually any payment provider with Clixio. Wide Compatibility: Supports payments through Order Forms, E-commerce Stores, Payment Links, One-time Invoices, and Forms. Comprehensive Features: Includes all existing functionalities like taxes, coupons, […]

Workflows – Fixes | Clixio Changelog

Workflows – Fixes | Clixio Changelog Now when adding a comment in any action, the cursor will focus on the text editor directly. Before user had to click inside the editor to activate it. When selecting an Email Template in workflows user will see the “updated at” date in sync with the “updated at” date […]

Changes in Location transfer behaviour

Changes in Location Transfers We have made a few changes in the behaviour in the case of location transfers. Now, on transferring a location: Contacts will remain in the workflow. Workflows, Campaigns and Triggers won’t be drafted. The workflow enrolled data remains as it is in workflows.

Allow Re-Entry Default Setting changes

Changes in Default Behaviour Previously when a new workflow was created, the “Allow Re-Entry” setting was turned “Off” by default. Going forward, the “Allow Re-entry” toggle will be turned “On” by default for the new workflows that are created. No changes will be made to the pre-existing workflows; this change only applies to newly created […]

Revamped Contact Restore App | Clixio Changelog

This update introduces a new module federated app within CRM-frontend called contact-restore, replacing the existing contact restore component. The user interface has been redesigned for a better user experience. Restoring a Single Contact: Click on Contacts. Click on Restore in the tabs on the top. Click on Restore on the right of any of these […]

Unique Pipeline and Stage Names

To improve data accuracy and streamline processes, we are introducing a new feature that prevents creation or addition of pipelines or stages with identical names. No Duplicate Names: Users will no longer be able to create or add pipelines or stages with the same exact name. Existing Pipelines and Stages: This change will not impact […]

Introducing Capability to Copy & Send Personalised Payment Links

What’s New? Business users now have the capability to choose multiple contacts and directly send out personalised payment-links to the contact via email & sms from editor. Business user’s can configure their own email and sms templates to send or even use the default template provided. Once the user opens up the payment-link from this […]

Enhancement to External Authentication in Marketplace Apps

We are excited to announce an enhancement in Marketplace Apps that will help developers support multiple authentication types for their sub-account users at the time of installation. Developers can now build any authentication method by designing the external authentication login form as required. This means they can now support new authentication mechanisms such as Auth […]

Domain Redirection (*) Visibility | Clixio Changelog

**Shipping Improvements for Domain URL Redirection** Shipping improvements designed to provide our customers with greater clarity and understanding of their domain’s URL redirection. Here’s what’s new: **Insights on Domain Listing page**: When you hover over any domain name in the list, you’ll see a string that informs you, “This domain is redirected to flashexample.Clixio.rocks”. This […]

Invoices: Show a different modal for zero amount invoices

Invoices: Show a different modal for zero amount invoices | Clixio Changelog **Invoices: Show a different modal for zero amount invoices | Clixio Changelog** Recently we enabled issuing Invoices with zero amount. We’ve done a couple of enhancements on the same When sending zero amount invoices, collecting email and contact details of payee as well […]

SEO for Products & Site Preferences

Shop owners can now add SEO information to their products, enhancing the overall experience of discovering Products. SEO for products can be added from Payments -> Products (Product Create/Edit Page) . The SEO title, Description and custom slug can be configured on this page. The featured image will be chosen as the image for preview […]