Updates & New Features Announcement- Version: 5.2.0 - 5.2.6
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.
