FEATURE UPDATE 

We’re happy to announce that Dark Mode has been implemented in Logixx Analytics. This update gives you a more comfortable viewing option, especially for extended work sessions or low-light environments. It also improves readability for many users and offers a cleaner, more focused look across dashboards and reports.

 FEATURE UPDATE 

Creditors Tab: Utilization Rate

We’ve improved how Revolving Credit Utilization is calculated in the Creditors tab to give you a clearer picture of a client’s financial standing based only on enrolled debts.

✅ What’s New?

• Utilization Rate now uses this formula:
  Sum of Enrolled Revolving Balances ÷ Sum of Enrolled Revolving High Credit
• Updates dynamically as enrolled debts are added or modified
• Offers a more accurate view of the client’s revolving credit usage relevant to the program

🛠️ Other Changes

• The original credit report data remains for reference
• Unused fields like Total Settled and Available Balance have been removed
• The new Utilization Rate now appears where Total Settled used to be

Learn More:

• Creditors: Credit Utilization | logixx Help Center

 FEATURE UPDATE 

Budget Analysis: 5% Eligibility & Enrollment-Based Cash Flow

We’ve added two new calculated fields to the Budget Analysis section to help agents assess client eligibility and financial stability with greater precision.

Calculates 5% of the client’s total enrolled debt from the Creditors tab.
Formula: Total Balance Amount × 5%
Use this to quickly determine if the client meets the commonly used 5% cash reserve guideline for program eligibility.

🔹 Enrollment-Based Cash Flow

Provides a clearer view of the client’s post-enrollment financial position.
Formula: Cash Flow – Total Monthly Enrollment Payment
This helps evaluate whether the client can sustain the enrollment plan after covering essential expenses.

Learn More:

• Budget Analysis: 5% Eligibility & Enrollment-Based Cash Flow (Fields) | logixx Help Center

 NEW FEATURE 

Dispositions

We’ve introduced Dispositions to help track call outcomes.

• Dispositions now show in the Applicant Profile, next to Actions.

• To configure dispositions, go to: Admin > Site Setup > System Configuration > Actions, a new field "Group" lets you define:

  • Group 1 = Disposition
  • Group 2 = Action

Learn More:
Dispositions | logixx Help Center

 NEW FEATURE 

Actions > New Post Function: Clear ALV ID and Debt ID 

We’ve added a powerful new post function under Actions to streamline the FORTH integration process and fix credit report (CR) merge conflicts.

• Clear ALV ID is now available as a post function in Actions.

• When triggered, it:

  • Clears the ALV ID from the current application
  • Clears any associated Debt ID
  • Enables a fresh FORTH app submission and new ALV ID generation

⚠️ New System Message:
When CR debts can't be merged due to prior submissions, CRM will now display:

“There have been conflicts while processing credit report debts. Using 'Clear ALV ID' is recommended to resolve these conflicts.”

This guides users to take appropriate action and avoid mismatches between CR data and the app.

Learn More:
Actions > Clear ALV ID | logixx Help Center

 NEW FEATURE 

Archived Stage

We’re excited to introduce this new feature — a powerful new way to manage apps without deleting them. This feature helps maintain historical records for compliance, audit, and reporting needs.

With this release, you can now:

✅ Archive apps via API, Post Function, or triggers
🔍 Search and view archived apps in the Pipeline using advanced filters
🔒 Read-only display of archived apps data — fields remain visible, but not editable
🛡️ Permission Controlled Access to archiving and viewing archived apps is role-based. Admins can update access under Manage Roles.

Learn More:
Archived Stage | logixx Help Center 

 FEATURE UPDATE 

Triggers > Condition Type > Credit Pull Attempt

We’ve added a new Condition Type that allows admins to automate workflows whenever a credit pull is attempted by a user.

Details:

• Found in: Admin > Site Setup > System Configuration > Triggers
• This new Condition Type is displayed if the Trigger Condition it's an Event
• Status Selection: Optional. If none selected, applies to all.
• Optional Setting: Data Source selector (default = All)
• This option supports all trigger actions, allowing more intelligent and event-driven automation.

Learn More:
Triggers > Condition Type > Credit Pull Attempt | logixx Help Center 

 FEATURE UPDATE 

Triggers > Condition Type > Email Send Request

We’ve added a new Condition Type that allows admins to automate workflows whenever an email is sent.

Details:

• Found in: Admin > Site Setup > System Configuration > Triggers
• This new Condition Type is displayed if the Trigger Condition it's an Event
• Optional Filter: Use the Select Email Template dropdown to limit the trigger to specific templates or leave it blank to apply to all.
• This option supports all trigger actions, allowing more intelligent and event-driven automation.

This update adds flexibility to your workflows by allowing more targeted and event-based automation based on outbound email activity.

Learn More:
Triggers > Condition Type > Email Send Request | logixx Help Center 

 FEATURE UPDATE 

Triggers > Condition Type > Monevo Submission

We’ve added a new Condition Type that allows admins to automate workflows whenever there's a Submission to Monevo.

Details:

• Found in: Admin > Site Setup > System Configuration > Triggers
• This new Condition Type is displayed if the Trigger Condition it's an Event
• Status Selection: Optional. If none selected, applies to all.
• Optional Setting: Data Source selector (default = All)
• This option supports all trigger actions, allowing more intelligent and event-driven automation.

Learn More:
Trigger > Condition Type > Monevo Submissions | logixx Help Center 

 FEATURE UPDATE 

UI Update: Applicant Profile > Overview & Owners Tab

• The Overview/Owners tab has been relocated from the left menu to the right side of the screen.

• Short cut icons have been added to the top of the tab for easier access to:

  • ✅ FORTH Submissions
  • ✅ Eligibility & Hardship
  • ✅ Payment Method
  • ✅ Assign

These updates streamline workflows and provide faster access to commonly used actions, especially for teams working across multiple systems or managing applicant eligibility.

Learn More:
UI Update: Applicant Profile > Overview & Owners Tab | logixx Help Center

 NEW FEATURE 

New “Same Day Welcome Call” Checkbox

We've added a new field, “Same Day Welcome Call” checkbox in the Applicant Tab, next to the Language field. 

Feature Details:

• Checkbox is selected by default.
• If checked, the value is "Yes".
• If unchecked, the value "Null".

Learn More:
"Same Day Welcome Call" Checkbox | logixx Help Center 

 NEW FEATURE 

3-Way Conference Call

We’ve introduced 3-Way Conference Calling, allowing users to seamlessly add a third party to an ongoing call. This feature supports both attended and unattended transfers to custom phone numbers or internal extensions.

This enhancement improves collaboration, making it easier to loop in team members or external contacts during live calls. 🚀

Learn More:
3-Way Conference Call | logixx Help Center 

 NEW FEATURE 

Favorite Numbers

We’ve introduced the Favorite Numbers feature, allowing organizations to manage a predefined list of frequently used numbers. This feature ensures quick access to important contacts directly within DIALogixx.

Key Features:

• Organization-Wide Management – Favorites are set at the admin level, not per user.
• Two Types of Favorite Numbers:
  • PBX Extensions – Automatically pulled from the system.
  • Custom Entries – Admins can manually add custom numbers.
• Predefined Order – Favorites are stored and displayed in a fixed order.
• Quick Access in DIALogixx:
  • Dialpad – Favorite numbers appear at the top.
  • Transfer Target Selection – Easily transfer calls to favorite numbers.
• Configuration: Admins can manage favorites in Admin > PBX > Favorite Numbers.
  
  

This update enhances call efficiency by ensuring commonly used numbers are always at your fingertips! 🚀

Learn More:
Favorite Numbers | logixx Help Center

 NEW FEATURE 

New Permission for Data Source Visibility

We’ve introduced a new Data Source permission to control access to specific fields for users.

The following fields are now controlled through permissions:

• Provider
• Provider ID
• Data Group
• Data Source
  
  
• Restrictions apply to:
  • Overview Tab
  • Pipeline View
  • Sorting/Filtering by Data Source
    
    

This enhancement ensures better control over sensitive data while maintaining flexibility for key users. 🚀

Learn More:
Managing Data Source Visibility with Role-Based Permissions | logixx Help Center 

 NEW FEATURE 

Unrestricted First Payment Date Permission

We've introduced a new permission to give users more flexibility when setting the First Payment Date (FPD).

What’s New?

• Permission: "Unrestricted First Payment Date"
• Located in Admin > Security Setup > Manage Roles
• If enabled, users can select ANY date as the First Payment Date.
• If disabled, the 14-day restriction still applies.

This update allows greater control over payment scheduling for authorized roles. 🚀

Learn More:
Unrestricted First Payment Date Permission | logixx Help Center

 NEW FEATURE 

State Calling Guidelines

We’ve introduced a new feature in Logixx CRM to enhance compliance and streamline call management 📞 

• State Calling Guidelines Configuration

  • A new feature under Admin > PBX > State Calling Guidelines allows admins to configure calling rules for each state.
  • These guidelines help ensure compliance with state-specific regulations.
    
    
    
    

• Applicant Profile Integration

  • The configured state calling guidelines are now displayed in the Applicant Profile > Overview Tab, providing agents with quick access to relevant calling restrictions.
    
    

This feature helps teams stay compliant with state-specific calling rules while improving efficiency in applicant communications.

Learn More:
State Calling Guidelines | logixx Help Center 

 NEW FEATURE 

Payment Information - Enrollment Tab

We have added new custom fields to the Enrollment Tab that automatically populate payment information from the FTP file. These fields replicate the headers in the FTP and ensure up-to-date payment details.

This enhancement improves efficiency by automating payment info updates directly within the Enrollment Tab. 🚀

Learn More:
Custom Fields for Payment Information in Enrollment Tab | logixx Help Center 

 FEATURE UPDATE 

Update to Recurring Start Date for Monthly Frequency

We've updated the Recurring Start Date field in the Enrollment Tab for Monthly payment frequency:

• Field renamed to Occurrence – users now select only the day of the month (1–31) instead of a full date.
• First Payment Date remains unchanged as a full date selection.
• When sending data to FORTH, ep_freq_interval now uses the selected day from Occurrence.
  
  

This update ensures correct data formatting while allowing more flexibility in setting recurring payments. 🚀

Learn More:
Update to Recurring Start Date for Monthly Frequency | logixx Help Center

 FEATURE UPDATE 

First Payment Date – Banking Holidays Restriction

We've added a new restriction to prevent Major Banking Holidays from being selectable as the First Payment Date (FPD) in Logixx.

• Major U.S. banking holidays (2025–2029) are now blocked from selection in the First Payment Date field.
• Holidays that fall on a Sunday (with banks closed the following Monday) are also excluded.
• If the "Unrestricted First Payment Date" permission is enabled, this restriction does not apply—users can still select any date.
  
  

This ensures compliance with banking schedules while maintaining flexibility for authorized users. 🚀

Learn More:
First Payment Date – Banking Holidays Restriction | logixx Help Center

 FEATURE UPDATE 

Calendar Event Editing & Deletion Restrictions

We have updated the behavior of calendar events in Logixx CRM to enhance and protect data integrity.

What’s Changed? 🔔 

• Editing Restrictions: Only the user who created a calendar event can edit it.
• Deletion Restrictions: Only the event creator can delete a calendar event. Unauthorized deletions by other users are now prevented.

Learn More:
Calendar Events : Edit and Delete | logixx Help Center

 NEW FEATURE 

Multi-Campaign Code for Monevo

We’ve introduced Multi-Campaign Code Support for Monevo, allowing more flexibility in managing campaigns across different teams and workflows.

This enhancement ensures better campaign segmentation and streamlined workflows across different user groups. 🚀

Learn More:
Multi-Campaign Code for Monevo | logixx Help Center

 FEATURE UPDATE 

Operator Panel UI/UX Redesign

We’ve completely revamped the Operator Panel (Tools > Features > Operator Panel) with a fresh new UI/UX for a more intuitive and efficient experience. The updated design enhances real-time call management, user activity tracking, and queue supervision, making navigation smoother and more user-friendly. You can now view the source of inbound calls, such as Call Center Queues.

Key improvements include:

✅ Modernized Interface – A cleaner, more intuitive layout for improved usability.
✅ Enhanced Live Monitoring – Real-time visibility into active calls, user status, and queue management.
✅ Customizable Views – New filtering options and grid/list display modes for personalized control.
✅ Improved Call Handling – Easier call supervision, transfers, and queue tracking.

Learn More:
Operator Panel | logixx Help Center

 FEATURE UPDATE 

Enhancement to Monevo Integration

We have updated the Monevo integration to include additional user information in the payload request. The CRM now sends the user's full name and email address as part of the data transmitted to Monevo, ensuring a more streamlined and complete data-sharing process.

This enhancement helps improve compatibility and supports more efficient processing for Monevo.

Learn More:
Monevo 2.0 | logixx Help Center

 FEATURE UPDATE 

Update to Tasks & Events Tab

We’ve made a small visual adjustment to the Tasks & Events tab. Previously, the Tasks section was displayed first, followed by Events. Based on user feedback, we have swapped the order so that Events now appear first for better accessibility. The tab name remains Tasks & Events.

Learn More:
Tasks & Events | logixx Help Center

FEATURE UPDATE 

Next Scheduled Event in Pipeline

We've enhanced the Pipeline View by displaying the Next Scheduled Event under the Activity column.

Feature Details:

• The Activity column now includes the date of the next scheduled event for each application.
• Provides better visibility into upcoming tasks without opening individual records.
• Enhances workflow efficiency by keeping key scheduling details easily accessible.

Learn More:
Tracking Upcoming Events in the Pipeline View | logixx Help Center

 NEW FEATURE 

Call Center Agents Management

Admins can now manage call center agents directly within Logixx CRM.

Key Features:

• Add, edit, or delete Call Center Agents with PBX extensions.
• View agent details, including profiles, extensions, and call settings.
• Adjust timeout and delay settings for call handling.
• Access Call Center Queues via the "View Call Center Queues" button.

Easily configure agents by navigating to Admin > PBX > Call Center Agents.

Learn More:
Call Center Agents | logixx Help Center 

 NEW FEATURE 

API V2: GET Endpoint

Retrieve detailed applicant data using the GET (Public API) endpoint.

What You Can Access:

• Applicant Details: ID, date, external references.
• Data Sources: Group and source information.
• Assignees: Role, name, email, and contact details.
• Primary Applicant: Name, contact info, and residence address.
• Workflow Logs: Milestones, stages, status updates, and more.
• Contact Logs: Notes, calls, SMS, and emails related to the application.

📘 Example URL:
{{url}}/api/apps?app_id=1234&phone=01234567890

Learn More:
API V2: Get | logixx Help Center

 NEW FEATURE 

Email Validation

The email field in Logixx CRM now supports special characters, allowing for more flexible and diverse email formats.

• Expanded Format Support: Accepts commonly used special characters such as +, ., -, _, and numbers.
• Unicode-Friendly: Supports internationalized email addresses.
• Domain Variety: Handles extended TLDs like .museum or .xyz for niche industries.

Learn More:
Email Validation | logixx Help Center

 NEW FEATURE 

Shark Tank Dashboard

The Shark Tank Dashboard provides detailed analysis and tracking for applications in the 'Shark Tank' stage, offering insights into transitions, statuses, and milestone achievements.

• Total Apps: Overview of all applications, including hidden entries.
• Movements Tracking: Daily comparisons of apps entering and exiting 'Shark Tank.'
• User & Team Contributions: Performance analysis by agents and teams.
• Pipeline Progression: Tracks app transitions to stages like Enrolled, Signed, or Submitted.
• Milestone Monitoring: Detailed breakdowns of progress milestones by date, user, and team.

Filters & Navigation:

• Filter data by date, user, or team to focus on specific insights.
• Use milestone tracking to monitor progression trends.
• Address blank entries for apps without ownership or team assignments.

The Shark Tank Dashboard empowers stakeholders with actionable data to optimize pipeline management and enhance team performance. 🚀

Learn More:
Shark Tank Dashboard | logixx Help Center

 NEW FEATURE 

COMMS Dashboard

The COMMUNICATIONS Dashboard offers a centralized and structured view of all SMS and email activities. Its segmentation into SMS TEAMS, EMAILS, and EMAIL TEMPLATE REPORTS dashboards ensures users can easily monitor key metrics and analyze trends across various levels of communication.

The detailed insights, such as SMS direction by date, email delivery stages via SparkPost data, and template usage breakdowns, make it an incredibly powerful tool for teams to optimize their outreach strategies. The inclusion of granular data tables across all dashboards further enhances usability, providing actionable information at both team and individual levels.

Learn More:
COMMUNICATIONS Dashboard | logixx Help Center 

 FEATURE UPDATE 

Pipeline: Full Phone Number Display

Phone numbers in the Cell Phone and Home Phone columns are now fully visible in the Pipeline view by default.

• Full Visibility: No need to expand the column—view complete phone numbers at a glance.
• Customizable Display: Resize the column as needed.

Effortless access to critical contact information! 🚀

Learn More:
Pipeline > Cell Expansion for Phone Numbers | logixx Help Center 

 FEATURE UPDATE 

Monevo 2.0

Monevo 2.0 streamlines the loan application process with improved features for agents and applicants.

• Easy Request Submission: Complete all fields in the Monevo Tab, verify the applicant’s email, and click Send Request to initiate the loan search.
• Loan Offers at a Glance: Once the applicant submits their application, view offers directly via the new View Offer button on the Monevo Tab.
• Share Results Effortlessly: Use the prebuilt Monevo 2.0 email template to share loan results with applicants.
• Track Email Status: Monitor sent emails under the Notes & History > Emails Tab in the CRM.

Learn More:
Monevo 2.0 | logixx Help Center

 NEW FEATURE 

Automate Report Transfers with FTP Profiles

The new FTP Profiles feature streamlines secure and automated report uploads to an FTP server, ensuring seamless file delivery.

Key Highlights:

• Customizable Profiles: Configure FTP settings, including name, host, port, username, password, and optional remote paths.
• Profile Management: Easily filter profiles by activity status or name for better organization.
• Transfer Logs: View detailed logs of all FTP upload attempts, including successes and failures, for transparency and troubleshooting.
• Report Integration: Assign FTP profiles to report schedules to automate report uploads effortlessly.

Learn More:
FTP Profiles | logixx Help Center 

 NEW FEATURE 

Bank Routing Number Validation with FORTH API

Streamline ACH transactions with the new FORTH API Validate Routing Number integration. This feature ensures accurate validation and prepopulates bank payment information in real-time, leveraging the latest database from the FORTH Payment Gateway.

Key Highlights:

• Accurate Validation: Validates routing numbers directly through the FORTH API for precise and up-to-date results.
• Auto-Population: Automatically fills in bank details like name and branch after validation.
• Enhanced Integration: Disables Logixx's routing number validation to rely fully on FORTH's service.

How to Enable:
Contact the Logixx Support Team to activate this feature in your CRM.

Learn More:
Bank Routing Numbers | logixx Help Center 

 NEW FEATURE 

Dedupe by SSN

The SSN Deduplication feature ensures each Social Security Number (SSN) is unique across manually created apps and existing ones.

• Prevents Duplicates: Alerts users instantly if a duplicate SSN exists, ensuring data accuracy.
• Improves Workflow: Saves time by avoiding errors during application creation.
• Scope: Applies only to manual entries and existing apps; automated and API-created files are excluded.

How to Enable:
Contact the Logixx Support Team to activate this feature in your CRM.

Learn More:
Dedupe by SSN | logixx Help Center

 NEW FEATURE 

Manage Roles > Permissions to Data Sources by Roles

Admins can now customize access to data sources based on user roles.

This feature allows for flexible and secure user management tailored to your organization’s needs.

Learn More:
Manage Roles > Permissions to Data Sources by Roles | logixx Help Center 

 NEW FEATURE 

New Column in Pipeline View: Last Assigned

A new column, Last Assigned, is now available in the Pipeline View. This column displays the exact time when an app was last assigned, using formats like:

• 2 days ago
• 8 hours ago
• 13 minutes ago
• A few seconds ago

 NEW FEATURE 

New Option in Co-Applicant Section: Copy From Primary Applicant

A new feature has been added to the Co-Applicant’s Residence Address section. Users can now easily copy the primary applicant's address to the co-applicant's address by selecting the option "Copy from Primary Applicant". 

 FEATURE UPDATE 

Phone Number Duplication Alert

To enhance data accuracy, the CRM now alerts users when a duplicate phone number is entered. If an applicant's phone number (cell, home, or work) already exists in the system, a pop-up will display the applicant number associated with the duplicate phone number. 

 NEW FEATURE 

Custom Filters in Pipeline

We’ve enhanced the Pipeline with powerful filtering and management tools:

• Custom Filters: Create and save your preferred filter and column settings.
• Persistent Configurations: Saved settings auto-load in future sessions.
• Manage Filters: Edit, delete, and organize filters on a dedicated page.
• Reset to Default: Easily revert to system defaults if needed.

This update streamlines filter management, improves visibility, and ensures efficient workflows.

Learn More:

Pipeline Filters | logixx Help Center 

 NEW FEATURE 

Automate App Management using Triggers

Streamline lead management with the new trigger-based automation feature. This update allows administrators to define conditions like time in status, absence of notes, or scheduled events to automatically transfer apps to a specified status. Improve efficiency and ensure inactive apps are promptly handled.

Key Highlights:

• Configure conditions for app transfer based on time, notes, and scheduled events.
• Automatically remove app owners and update app statuses when criteria is met.
• Batch can process up to 300 apps per trigger execution for optimized performance.
• Easily manage trigger settings in Admin > Site Setup > System Configuration > Triggers.

Learn More:

Triggers: Transfer Apps to another Logixx Status | logixx Help Center 

 NEW FEATURE 

Round Robin Method

Manage leads with the new Round Robin Distribution Method, designed to ensure fair and balanced assignment of applications among team members. This method allocates leads sequentially in a repeating order, providing equal opportunities for all team members and promoting efficiency and transparency in the CRM workflow.

Key Highlights:

• Customizable Profiles: Configure profiles for both new (unassigned) and existing (assigned) apps.
• Fair Distribution: Assign leads sequentially to ensure balanced workloads.
• Flexible Setup: Select data groups, sources, and stages/statuses to tailor the distribution process.
• Streamlined Workflow: Activate profiles and automate lead allocation to boost team productivity.

How to Configure:
Navigate to Admin > Marketing > Distributions to create or edit a profile, select the Round Robin method, and set your preferences for schedules, roles, and users.

Learn More:

Distribution | logixx Help Center 

 FEATURE UPDATE 
Improved Debt Management with New Columns in the Enrollment Section

We’ve enhanced the Creditors Tab by adding four new columns in Enrolled Debts and Unenrolled Debts tables: Credit Limit, Utilization Ratio, Opened and Status. These features provide users a deeper insight into each creditor account, helping assess credit health and manage debts more effectively.

• Credit Limit: Displays the maximum credit available for an account.
• Utilization Ratio: Shows how much of the credit limit is used, calculated as: (Current Balance / Total Limit).
• Current Rating: Reflects the current status of the account as shown on the credit report.
• Opened: Shows the account's opening date.

These updates streamline decision-making and improve visibility into creditor accounts.

Learn More:

• Columns on Creditors Tab | logixx Help Center
• Creditor Status | logixx Help Center 

 FEATURE UPDATE 

Improved Consistency in the "Whose Debt" Dropdown

The "Whose Debt" dropdown now aligns with the options provided by Forth, ensuring a consistent and improved user experience.

Available Options:

• Borrower
• Co-Borrower
• Joint Contractual Liability
• Undesignated
• Authorized User
• Joint Participating
• Co-Signer
• Maker
• Deceased
• Individual
• Terminated
• Co-Applicant
• Applicant

This update enhances workflow efficiency and ensures better integration between systems.

Learn More:

Creditors Tab > Whose Debt | logixx Help Center 

 FEATURE UPDATE 

View App Stage and Status Directly in CRM Search Results

We’ve improved the CRM search functionality by displaying the stage and status of apps directly in the search bar results. This update saves time and simplifies workflows by providing quick insights without the need to open lead files.

Benefits:

• Increased Efficiency: Instantly view an app's progress, stage and status.
• Improved User Experience: Fewer clicks to access critical details.
• Better Decision-Making: Easily identify apps requiring immediate attention.

Learn More:

Search Bar | logixx Help Center

new feature 
Monevo 1.0

This feature expands capabilities and streamlines processes, enabling BDS users to directly access Monevo's comprehensive range of financial products through logixx CRM.

feature update
Dialogixx Web Phone

Enhancements to the user call log interface and functionality and general updates for performance and user interface improvements.

improvement

Tasks & Calendar Events Default App View

User Feedback:

Users have reported that upon accessing Tasks & Events within the app, the statuses "Overdue," "Upcoming," and "In Progress" are automatically displayed.

Update:

The auto-populate feature has been disabled, allowing all events to be displayed by default. This update affects both the Tasks and Events sections.

new feature 

Direct Mail Look-up via API

Several updates were made to support the API lookup of a direct mail caller's "marketing or benefit ID."

Data Groups

The campaign typesetting has been renamed to Data Groups, and pre-configured labels have been assigned to the most commonly used labels. This update will support a better structure of marketing data regarding reporting. 

Data Sources

-Campaign settings have been rename to Data Sources.
-A new optional feature was added in Data Source settings "via DM API." This feature is exclusive to the Print & Mail Marketing Data Groups if using API for mailer lookup instead of uploading direct mail data to logixx CRM.  

Add New Lead Update

The Add Lead pop-up menu now includes an update to facilitate direct mail ID searches. To search for a mailer/benefit ID, enter the ID given by the direct mail caller and select the search icon. If the ID matches, the caller's information will automatically be filled in, and the campaign will be assigned automatically.

And more...

feature update

Enrollment tab: Bi-weekly and Semi-Monthly Payment frequency

The enrollment tab has been updated to offer more payment frequency options, including semi-monthly and bi-weekly. With the bi-weekly option, you can schedule payments based on the specific day of the week.

The semi-monthly Frequency indicates two separate payment occurrence schedules on two different days of the month.

feature update 

feature update 

Additional Debt Types

The “Secured” option has been added and is now available in the following locations:

• UW Policy Settings
  
• Auto-Enrolled Creditor Settings
  
  
  
• Creditor List View for manual selection by users

fix 

Payment Method Update:

• Resolved an issue where leading zeros in payment methods were being deleted.
• Users can now enter payment methods that include leading zeros, ensuring accurate recording and processing of payment details.

Introducing AI Assistants: Elevating Your CRM Experience 🚀

We’re thrilled to unveil the future release of a groundbreaking addition to logixx CRM, AiAssist! An army of sidekicks here to revolutionize how you manage leads, engage with clients, and supercharge your sales pipeline. Let’s dive into what makes them extraordinary:

1. Automated Follow-ups: Your 24/7 Sales Wingman

• Never Miss a Beat: Our AI Assistants tirelessly monitor your agent’s pipeline of leads. When a follow-up is due, they step in—day or night—to keep the conversation going.
• Personalized Touch: Tailored and contextual script ensures that each lead feels heard and valued. Whether it’s a gentle nudge or an enthusiastic check-in,  logixx Ai knows just what to say.

2. Call Transfers Made Effortless

• Seamless Handoffs: When a lead is ready for a live conversation, our AI Assistant seamlessly transfers the call back to an available agent. No more missed opportunities!

3. Tackling Missed Calls Head-On

• Instant Callbacks: Did a call go unanswered? Fear not! Our AI Assistant automatically schedules a callback. The lead won’t slip through the cracks.
• Appointment Setting: Need to schedule a follow-up call? Our AI handles it effortlessly, syncing with your team’s calendars. Efficiency at its finest.

4. What’s Next?

• Beta Launch: Our AI Assistants are gearing up for a beta release. Get ready to experience their magic firsthand!
• Feedback Welcome: As you explore this feature, share your thoughts. Your feedback shapes the future of logixx.

Get ready to witness the synergy of human expertise and AI intelligence. The future of CRM is here, and it’s brighter than ever.

Stay tuned for more updates and thank you for being part of our CRM journey!

Best regards,

logixx Product Team