Release Notes
min read
Apr 13

Release Notes - Intake Form and CRM Refinements

Yuguang Chen
Product Manager

We’re excited to bring a new round of refinements to XILO, focusing on enhanced reliability across your intake forms and CRM. This release introduces key fixes to ensure your document generation, conditional logic, and data visibility are working exactly as expected—all designed to keep your workflow smooth and uninterrupted.

Bug Fixes

We've squashed a few minor bugs across the platform to ensure your forms and CRM continue to work flawlessly:

  • Accurate PDF Mapping: Resolved an issue where Yes/No responses on your intake forms would occasionally fail to populate the corresponding checkbox fields in generated PDF documents. Now, your mapped PDFs will reliably reflect your clients' answers every time.
  • Precise Conditional Logic: Fixed a bug that sometimes affected repeatable sections (such as Vehicles or Applicants). In certain cases, conditional fields triggered in the first entry could inadvertently appear in subsequent entries. Moving forward, these questions will only display exactly when the criteria for that specific entry are met.
  • Reliable CRM Submission Views: Corrected a minor issue that could occasionally impact the submission view and its underlying data structure. Your CRM will now consistently load and display all submission details seamlessly and accurately.
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Apr 13, 2026
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Release Notes

Release Notes - Intake Form and CRM Refinements

We’re excited to bring a new round of refinements to XILO, focusing on enhanced reliabi
Yuguang Chen
Product Manager
6
min

We’re excited to bring a new round of refinements to XILO, focusing on enhanced reliability across your intake forms and CRM. This release introduces key fixes to ensure your document generation, conditional logic, and data visibility are working exactly as expected—all designed to keep your workflow smooth and uninterrupted.

Bug Fixes

We've squashed a few minor bugs across the platform to ensure your forms and CRM continue to work flawlessly:

  • Accurate PDF Mapping: Resolved an issue where Yes/No responses on your intake forms would occasionally fail to populate the corresponding checkbox fields in generated PDF documents. Now, your mapped PDFs will reliably reflect your clients' answers every time.
  • Precise Conditional Logic: Fixed a bug that sometimes affected repeatable sections (such as Vehicles or Applicants). In certain cases, conditional fields triggered in the first entry could inadvertently appear in subsequent entries. Moving forward, these questions will only display exactly when the criteria for that specific entry are met.
  • Reliable CRM Submission Views: Corrected a minor issue that could occasionally impact the submission view and its underlying data structure. Your CRM will now consistently load and display all submission details seamlessly and accurately.