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 

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 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

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 NEW FEATURE 

Email Validation

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

Invalid formats or spaces will prompt an alert, ensuring data accuracy. 🌐

• 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

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 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

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 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 

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 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 

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 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