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Appointment Notes Public API | Clixio Changelog

November 19, 2024/in What's New?

We’re thrilled to announce the release of This allows you to easily create, view, edit, and delete notes for individual appointments using APIs. Managing appointment notes just got easier! With these new public APIs, you can now: Get Notes : View all the details of notes attached to a specific appointment, such as the content […]

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Introducing New Templates | Clixio Changelog

November 17, 2024/in What's New? Automations, Funnels and Websites, 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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Major RSS Improvements in Email Builder 🚀

November 15, 2024/in What's New? Email Builder

**We’ve rolled out key updates to improve the flexibility, performance, and usability of RSS campaigns.** **Last Day Scheduling:** Schedule campaigns for the last day of the month, auto-adjusting for 31, 30, or 29 days. **Dynamic Helper Guide:** Helper text updates based on selected execution days. If none selected, message disappears. **Same-Day Scheduling:** Now allows scheduling […]

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Enhancements to the Email Builder 🚀

November 15, 2024/in What's New? Email Builder

We have made two major changes to our email builder for a better user experience. ⚡ Media Library Upgrade to Federation (MF) Version Upgraded to the latest Federation (MF) version for improved performance and scalability. Enhanced User Interface (UI) for smoother navigation and easier media management. 🔒 Unsubscribe Link Warning Fix Resolved an issue where […]

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Call status chosen by user, call answered by visibility and more

November 15, 2024/in What's New? Automations, Conversations

⚙️ Enhancements You can see who answered an incoming call. Under Conversations > Message details, for an incoming call that was answered, you can see this information. Call details screen below: Call answered by (if answered by an internal user) below: Call answered by (if answered by a forwarded phone number) below: 🐞 Bug fixes […]

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A2P Fast Track Program | Clixio Changelog

November 14, 2024/in What's New?

Overview – To enhance the onboarding experience, we are introducing the A2P Fast Track Programme. This new feature reduces the time required to approve A2P campaigns from 7-10 days to a maximum of 3 working days. By partnering with Telephony Providers and TCR, we aim to streamline the onboarding process for our customers, allowing them […]

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New webhooks support for custom-provider

November 13, 2024/in What's New? Payments

Custom-provider now supports webhooks related to subscriptions like charging future payments for subscription, updating subscription, cancelling subscription, moving subscription to different states, etc. User can now run subscriptions seamlessly using these webhooks as now subsequent payments of subscription can be charged which will be reflected in Clixio. We have also added support for payment captured […]

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Estimates: New filter (Viewed) and Product Descriptions

November 6, 2024/in What's New?

New Status Addition for Estimates in Workflows: You can now filter your workflows for estimates with the following new status – Viewed. This enables you to track viewed estimates for better oversight and setting up proactive communications, actions based on them. Import Product Description Capability on Estimates: When a new item is added to an […]

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Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

November 6, 2024/in What's New? Dashboard

The stats on dashboard page for invoices and estimates now support real-time conversion of different currencies into sub-account location currency. Stats are collated post conversion into a single currency. Let’s say a user has most of the invoices in USD but few invoices also in CAD (Canadian dollars). Let’s say the sub-account’s location is in […]

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Cancel Ad manager subscription for sub-account in UI

November 4, 2024/in What's New?

Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Ad Manager 👀 What’s New? We’ve introduced a dedicated Subscription tab under Ad Manager settings to view the subscription details and manage the cancellation flow of Ad Manager subscription. An option to cancel the Ad Manager monthly subscription for a sub-account in […]

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Custom Value linkage: Documents and Contracts

November 4, 2024/in What's New? Automations, Dashboard, Documents & Contracts

Custom Value linkage: Documents and Contracts | Clixio Changelog Custom Value linkage: Documents and Contracts | Clixio Changelog We have added the ability to link text and date fields to custom values in Documents and Contracts. Users can now link fields in a document to custom values, either for contacts or for the document itself. […]

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Billing item name changed to ‘Call Recording Storage’ from ‘Usage Charges’

October 31, 2024/in What's New?

Billing item name changed to ‘Call Recording Storage’ from ‘Usage Charges’ | Clixio Changelog 29th October 2024 🐛 Bug Fixes Call recording storage charges were being billed under ‘Usage charges’. They will now be billed with the name ‘Call Recording Storage’ Earlier:

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Documents and Contracts – Displacement of Signatures – Fixed!

October 30, 2024/in What's New? Documents & Contracts

Overview A long-awaited release, where floating elements like signature blocks, initials, etc. would get displaced once you added anything within the document, is now fixed! What’s new? Floating elements (Signature, Initials, Date, text) are now relative to the blocks in which they are placed. Whenever users add anything in the document, the fillable blocks will […]

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Funnels & Websites enhancements | Clixio Changelog

October 29, 2024/in What's New? Funnels and Websites, Integrations

**Improved Site Verification** This release focuses on improved site verification, enhanced analytics tracking, strengthened security, accurate error handling, and optimised API performance. **Site Verification Support** 🔍 Site Verification Support – Added msvalidate.01 meta tag to head tracking, allowing for smoother verification of sites with search engines and better integration for SEO tools. **Enhanced Funnel Stats […]

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Photo Gallery in Funnels and Website Builder

October 29, 2024/in What's New? Funnels and Websites

This new feature empowers users to create professional-looking, customisable galleries effortlessly, without needing any technical skills. This simplifies the process of showcasing visual content on websites and funnels. This widget not only enhances the aesthetic appeal but also improves user engagement through features like lightbox and lazy loading 🚀. 🖼️ Image Gallery : Easily add […]

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ClickFunnels 2.0 Importer | Clixio Changelog

October 29, 2024/in What's New? Blogs, Dashboard, Funnels and Websites

Release of our new ClickFunnels 2.0 Importer! You can now seamlessly import funnels from ClickFunnels 2.0, in addition to the existing support for ClickFunnels Classic. This feature makes it easier than ever to migrate your funnels and enhance your website creation experience. 🔄 ClickFunnels 2.0 Import Support (Beta): Extend your funnel creation possibilities with the […]

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Schedule your post for your Communities from Social Planner

October 29, 2024/in What's New? Communities, Social Planner

We’re thrilled to announce that now you can schedule, publish, and manage your social presence on community groups and channels using Social Planner. This addition brings streamlined content distribution, scheduling control, and enhanced engagement, allowing users to build stronger, more consistent community interactions through Social Planner. Scheduled Posting: Plan and schedule your content in advance, […]

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Conversations: Introducing Group Chat for SMS  💫 🤩

October 24, 2024/in What's New? Conversations, CRM

We’re thrilled to introduce the Group Chat feature, which expands your conversation capabilities within the CRM.🚀 This powerful addition allows you to engage multiple contacts in a single group SMS conversation, enhancing collaboration and ensuring that everyone stays informed and connected. Whether you’re coordinating real estate deals, sharing updates, or making group decisions, Group Chat […]

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🚀 Reputation Management: Multiple Facebook Page Integration for Reviews! 🎉

October 24, 2024/in What's New? Dashboard, Integrations, Reputation

**Managing Your Social Media Reviews Made Easy** Managing your social media reviews just got a whole lot easier! With our latest update, you can now seamlessly integrate multiple Facebook pages into one platform for efficient review management. 📊 Unified Review Dashboard: Effortlessly view all your reviews from multiple Facebook pages in a single, unified dashboard—no […]

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Split Columns Support: Documents & Contracts

October 24, 2024/in What's New? Documents & Contracts

Split Columns Support: Documents & Contracts | Clixio Changelog Split Columns Support: Documents & Contracts | Clixio Changelog Split Column Functionality is now available in Documents and Contracts. Users can drag and drop elements side by side to automatically create columns, allowing for better organization and layout. This feature improves the presentation of information, making […]

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RSS feed: Latest Feature Updates Latest Feature Updates

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  • Introducing Recommendations & Error Detection in Forms, Surveys & Quizzes October 21, 2026
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