We are continuing to make managing your agency and serving your clients as seamless as possible. This latest release brings an overhauled Permissions Editor, a much faster way to build reports, a fresh look for your Settings, and smart updates to Intake Forms that eliminate client confusion.

Here are the main updates in your XILO Dashboard and Intake Forms:

Deeper Control and a Cleaner CRM

Managing your data, reports, and team permissions should be fast and intuitive. We’ve reorganized key areas of the dashboard to save you time:

• Overhauled Permissions Editor: We’ve completely rebuilt the permissions editor to give you a more streamlined and powerful experience. This update includes a brand-new guided condition builder, improved error handling, and much clearer visibility logic when setting up form conditions.
• Duplicate Analytics Reports: Stop building the same reports from scratch. You can now duplicate reports directly within Dashboard Analytics, making it incredibly fast and easy to reuse your favorite reporting structures.
• Redesigned Settings UI: Your main Settings page has received a major usability upgrade. We’ve reorganized the layout so it’s much more intuitive, helping you find exactly what you need without the hunt.
• Cross-Account Client Visibility: For System Admins managing complex, multi-account setups, we’ve added a new "share-clients" toggle. This gives you direct, simple control over managing cross-account client visibility right from the system settings.

A Smoother, Clearer Intake Form Experience

We’ve rolled out a couple of improvements to make the form completion process more intuitive and reassuring for your clients:

• Reduced Confusion After Form Submission: Admins now have the ability to disable the default “Leave Site – Changes may not be saved” browser warning that sometimes appeared after a client had already successfully submitted their form. This prevents unnecessary confusion and ensures a clean, confident finish for your clients.
• Clearer Section Titles for Drivers & Vehicles: We fixed a quirk where repeating section titles would sometimes display a numeric value instead of the actual name when using a "Select a Driver or Vehicle" linked field. Now, titles will correctly display the human-readable label (like the actual driver or vehicle name), keeping forms professional and easy to read.

These updates are live now in XILO. If you have any questions or need help navigating the new Settings or Permissions Editor, reach out to your Customer Success Manager to get started!