Release Notes

3

min read

Mar 31

November 2019 Release Notes

Jon Corrin

Chief Executive Officer

New Features

Zapier Integration

‍

Connect all of your business platforms with the new Zapier integration. Use any of the 1,500+ integrations available to push and pull data between systems.

Download as CSV

‍

Export client data for all clients or a single client into a CSV file for import into other systems.

‍

New Integrations

EVO
Agency Pro

‍

Fixes and Enhancements

Logos by Form

Add different logos to different forms for greater levels of customization.

Dynamic Form Icon

Customize your form selection pages by changing the form icons.

Store Multiple Commercial Locations

Make it easy to collect multiple locations from clients with multiple location inputs.

Text Color on Simple Forms 'Thank You' Pages

You can now edit text color.on 'Thank You' pages.

‍

Known Issues

Agent Password Reset

Reset password for agents is not working.

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Release Notes

November 2019 Release Notes

Connect all of your business platforms with the new Zapier integration. Use any of the

Jon Corrin

Chief Executive Officer

6

min

New Features

Zapier Integration

‍

Connect all of your business platforms with the new Zapier integration. Use any of the 1,500+ integrations available to push and pull data between systems.

Download as CSV

‍

Export client data for all clients or a single client into a CSV file for import into other systems.

‍

New Integrations

EVO
Agency Pro

‍

Fixes and Enhancements

Logos by Form

Add different logos to different forms for greater levels of customization.

Dynamic Form Icon

Customize your form selection pages by changing the form icons.

Store Multiple Commercial Locations

Make it easy to collect multiple locations from clients with multiple location inputs.

Text Color on Simple Forms 'Thank You' Pages

You can now edit text color.on 'Thank You' pages.

‍

Known Issues

Agent Password Reset

Reset password for agents is not working.

XILO Achieves Soc 2 Type II Compliance

Announcing new Customer Forms in the works, Canopy Connect link in WF emails, and more XAI updates!

Updates to XAI, events for analytics, and more!