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Enhanced WhatsApp Outbound Messaging – Flexible From Number Selection

March 4, 2025/in What's New? Automations, Conversations

Enhanced WhatsApp Outbound Messaging Workflow Action We’ve enhanced the WhatsApp outbound messaging workflow action by adding a From Number selection dropdown, giving businesses more control over which WhatsApp number is used for outbound communication. Previously, messages could only be sent from the default WhatsApp phone number assigned to a location. With this update, users can […]

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Prebuilt Mega Menu templates in Funnels & Website!

March 3, 2025/in What's New? Funnels and Websites

Prebuilt Mega Menu Headers – Add structured, professional mega menus to funnels and websites without building from scratch. Go to Sites and open the funnel or website where you want to add the mega menu. Click on “Add Elements” in the top-right corner. Select “Prebuilt Sections” and choose a design. Customise it as needed and […]

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Address Autocomplete & Mandatory Search Bar Update – Forms and Surveys!

March 3, 2025/in What's New? Forms

Auto-Complete Address Behaviour Now, when Auto-Complete Address is enabled, the selected address will be automatically populated into all relevant fields, including Street, City, Zip Code, State, and Country. When enabled, users must select a valid address from the autocomplete suggestions before proceeding. When disabled, users can manually enter an address without selecting from the autocomplete […]

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Enhanced WhatsApp Customer Service Window Check

March 3, 2025/in What's New? Automations

Enhanced WhatsApp Customer Service Window Check Feature We have enhanced the WhatsApp Customer Service Window Check feature, providing businesses with greater control and flexibility when managing customer interactions. Previously, workflows could only verify the service window status using the default WhatsApp number assigned to a location. With this update, users can now select from multiple […]

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WhatsApp Customer Service Window Check

March 3, 2025/in What's New? Automations

🚀 WhatsApp Customer Service Window Check – Now More Flexible and Precise We’ve enhanced the WhatsApp Customer Service Window Check feature, giving businesses more control and accuracy when managing customer interactions. Previously, workflows could only check the service window status using the default WhatsApp number assigned to a location. Now, users can select from multiple […]

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Invoices: Editing of Payment Schedules & Partially Paid Invoices

March 3, 2025/in What's New?

What’s New Invoice Details: Change invoice due date, name, terms & notes. Product Management: Add or remove products as needed. Amount & Business Updates: Edit invoice amount and update business details. Payment Schedule: Modify payment schedules, including due dates and amounts. How to Use: Open the partially paid invoice you wish to modify. Click on […]

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Account Affiliate Manager : Delete Commissions

March 3, 2025/in What's New? Affiliate Manager

Managing Your Affiliate Programme Managing your affiliate programme is now more flexible! Admins can delete commissions under any affiliate, ensuring cleaner records and better control over payouts Open the Affiliate Profile Navigate to the Commission tab Click the three-dot menu next to a commission If needed, change the status to Denied Click Delete to permanently […]

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Custom Code AI | Clixio Changelog

March 3, 2025/in What's New? Automations, Integrations

Introducing Code with AI (Beta): Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom code snippets with just a simple description. Previously, creating custom code within workflows required users to write JavaScript code from scratch, which could be […]

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CRM Contacts Bulk Action Revamp

March 3, 2025/in What's New? CRM

Introduction to Redesigned CRM Contacts Bulk Action Page This release introduces the redesigned CRM Contacts Bulk Action page, which enhances usability and efficiency in managing bulk contact operations. Users now enjoy improved statistics visibility, a refined status display with color-coded indicators, advanced filtering options, and robust error handling. **Enabling the Feature** Enable this feature from […]

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Introducing New Templates | Clixio Changelog

March 1, 2025/in What's New? Automations, Surveys

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and […]

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Custom Menu Links – Exclude Accounts

March 1, 2025/in What's New?

We are excited to announce a small but important enhancement that simplifies the management of Custom Menu Links for sub-accounts. You can now choose to display Custom Menu Links to all but a few sub-accounts. If you choose to display a Custom Menu Link to ‘All’ accounts, you now get an option to select accounts […]

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App Marketplace – Discover apps by Business Niche

March 1, 2025/in What's New? App Marketplace

We are excited to announce enhancements that improve the app-discovery experience on the App Marketplace. App developers can optionally assign up to three business niches for their apps. This config is not mandatory. Users can filter apps based on business niche in the app marketplace. Multiple App Categories: An app can now be associated with […]

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More visibility into Conference Call charges

February 28, 2025/in What's New?

Changes to Conference Call Billing 28-2-25 Conference Call billing has 2 changes: Billing is now done after each call instead of being done for several calls together in batches. This increases transparency and makes it simpler to understand the charges It takes the Conference region used into account. Earlier, it would use the default region […]

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Top Visits by Country Now Available in Sites Analytics!

February 28, 2025/in What's New? Dashboard, Funnels and Websites

We’re introducing Top Visits by Country in the Sites Analytics dashboard! This new feature includes an interactive heatmap, providing a visual representation of visitor distribution across different countries. Available in the Page Views section for both Funnels and Websites, this update offers powerful insights into your global audience. Key Features & Benefits Instantly see which […]

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Documents & Contracts: Retaining custom values when converting to Templates

February 28, 2025/in What's New? Documents & Contracts

Documents & Contracts: Retaining custom values when converting to Templates | Clixio Changelog **We’ve Fixed the Bug** We’ve fixed the bug where custom values in fillable text blocks disappeared after converting a document to a template. Now, your custom entries remain intact! Insert your custom values into the fillable text fields. Click Convert to Template. […]

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Documents & Contracts: For multi-membered teams – Dynamic field assignment to sender from Templates

February 28, 2025/in What's New? Documents & Contracts

What’s New? We’ve introduced a new “Assign to Sender” option in Documents & Contracts templates. When creating a template, you can now choose "Sender" instead of being forced to select your name, i.e., the creator of the template. At the time of using the template, whichever crew member is sending the document automatically takes over […]

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Multi CSS Unit support in Funnels and Websites Builder

February 27, 2025/in What's New? Funnels and Websites

Open Your Funnel or Website – Navigate to the project you are working on. Select the Element to Style – Click on the section in your funnel or website that you want to modify. Find the Styling Property – Locate the settings panel on the right side of the screen. Click on the Input Field […]

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Enhanced User Permissions in Calendars

February 27, 2025/in What's New? Calendar

**Introducing Enhanced User Permissions for the Calendar Module** We are excited to introduce enhanced user permissions for the Calendar module, allowing for greater control over access and management of calendars, appointments, and groups. This update ensures that users only see and modify the data relevant to their roles. Improved security by restricting user access based […]

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Ad Manager: Customer List Custom Audience using Smart Lists

February 27, 2025/in What's New?

We are excited to introduce creation of customer list custom audiences using the smart list feature of contacts along with the recently launched option to create custom audiences by uploading the customer list .csv file, for precise targeting of existing customers using ad campaigns. Customer list custom audience can be created from Ad Manager Settings […]

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Simplified Google Calendar Connection with Google Descope

February 27, 2025/in What's New? Calendar, Integrations

We’ve made it easier to connect your Google Calendar without requiring full Google account integration. Previously, users had to connect their entire Google account through the Integrations tab. Now, with Google Descope , you can connect only your Google Calendar directly from the Calendar Connections tab—just like Outlook and iCloud. How to Connect Your Google […]

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RSS Latest Feature Updates

  • Store Deletion Behavior Update | Clixio Changelog April 23, 2026
  • Terms & Conditions Consent at Store Checkout April 23, 2026
  • Social Planner: Community now in Comment Management April 23, 2026
  • Opportunity Smart Lists | Clixio Changelog April 22, 2026
  • WhatsApp Calling (Closed Beta) | Clixio Changelog April 22, 2026
  • Printful Auto Shipping Profile & Live Rates at Checkout April 22, 2026
  • AI Pages — Customization & Content Enhancements April 21, 2026
  • Delete Schema Markup Feature | Clixio Changelog April 21, 2026
  • Custom Date Reminder: Now for Custom Objects, Opportunities and Companies April 21, 2026
  • Conversation AI – Services Calendar V2 Enhancements April 21, 2026
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