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

Newly Released Features & Updates | Version: 5.1.34

These are the features released in the latest version of logixx CRM.  We believe that this release can have a positive impact on your workflows. 

new feature

Notice Panels

To make important information stand out, add Info, Tips, Notes, Error, Success, and Warning Panels to your workflow statuses. Select from one of the pre-made templates, or create your custom Notice Panel by selecting your preferred background, font color, and icon!

For a complete guide on this feature, visit this article: Notice Panels | logixx Help Center 

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new feature 

Email Popup Window: Recipient Mode

You now can toggle between Mapping & Recipient Modes when sending emails from logixx CRM.  The recipient will display the email in the same format as the recipient will see, with all variable field mapping already populated in the email template selected.  While Mapping Mode will display the variable field labels in your email templates. 

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improvement

Save & Action Pop-ups

The Save & Action confirmation pop-up window design & placement has been updated to enhance user experience.  With a minimalistic design approach and better placement, users should experience less interference when updating an app. 

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improvement 

Email Event Log Update

Sent email logs in the app history section will now show historical status logs where only the latest status was previously displayed to users. 

As the names suggest, these notices are great for:

• Tips and tricks

• Warnings

• Important notes and other info.

• And more...

  
  

  
  

  
  

  
  

We are thrilled to announce our latest tool, Roadmap. This new feature allows you to subscribe and keep up with our upcoming releases. 

We believe in providing transparency to our users and understand that the more engaged and informed you are, the better. That’s why we constantly work to make our products more powerful and easier to use.   We want you to know that we intend to improve and build on our platform. 

Product:  logixx Voice, New Feature: Hosted XML Phonebooks