What’s new with this Nexl Release?
Jump to a product feature to see what’s new.
Quality of Life Updates
Under the hood updates
Quality of life updates
Form Improvements
Improvements:
Introduced Custom Styling per form. This will provide powerful new customisation opportunity for individual forms while maintaining the branding across all forms.
Custom styling per form can be used to introduce multiline checklist of forms, ability to update typography, background colors and form fields layout, multi language forms, footer placement and modification etc.
Notifications on form submissions - Users can now choose to notify other Nexl users when forms are submitted. Notifications can be sent via Email, Mobile or the Webapp for every form submission. Content of the form submission will be shared over email for easy access.
Form pre-fill feature now supports contact custom fields pre-fill in addition to basic contact fields. This will unlock functionalities such as pre-filling the subscription management form for users.
For more details and examples on Form Custom Styling, refer to Guide on Nexl Form Styling. To Learn more about form notification refer to the Help article on Form Notifications. For details on Form Pre-fill refer to our guide
Export Updates
Improvements:
Introduced ability to control Export permissions management via Custom Roles. This includes ability to set permissions around which user roles can export data
Granular Permissions allow tight control of data meaning admins can set permissions for Contacts, Companies, Opportunities and Activities Export for all user roles
Introduced ability to monitor exports via a dedicate API endpoint which can be used to build custom reports
For more details and examples on Custom Roles, refer to Guide on Custom Roles
Bug Fixes:
Resolved an issue with exports during delegate user mode exporting the data for the user who is impersonating. From this release, while impersonating others, contacts of the user whose account is being accessed will be exported instead of the user who is impersonating. This will facilitate the support staff exporting on behalf of lawyers while in delegate access mode.
Outlook add-in Improvements
Improvements:
Introduced ability to generate AI Stay in Touch in emails from Outlook add-in
Introduced ability to generate AI Contact Summary from Outlook add-in
Bug Fixes:
Resolved an issue with Outlook add-in not displaying properly in dark mode on some versions of Outlook add-in
Under the hood updates
Concep Integration
Improvements:
Introduced ability to connect to multiple Concep accounts (e.g., different users under one tenant) using different credentials.
Introduced ability to activate advanced mapping interface for mapping fields while syncing lists from Nexl to Concep
Introduced ability to monitor the sync status from Concep to Nexl and ability to sync lists on demand
For more details see our Guide on Concep <> Nexl Integration
EMS Improvements
Improvements:
Introduced ability to save rows in Nexl engage email editor, if you often reuse the same content across different designs—like footers, headers, or special sections such as bios or profiles of team members —Saved Rows will help you work more efficiently in Engage.
Introduced the ability to resend campaigns to users multiple times for continuous sending email campaigns
Mail merge tags are now rendered while viewing the email in browser
Bug Fixes:
Resolved an issue with unsubscribe link throwing errors while viewing the email in browser
Improved reliability of campaign sending logic to prevent a single batch of campaign from a small portion of campaigns not sending campaign on time
Resolved an issue with list cleaner being stuck when being cleaned from multiple sessions
Key Activities Improvements
Improvements:
Introduced large list view on Key Activity Dashboard, removing the 10,000 limit on number of rows
Introduced ability to view Company Involved, Created At and Created By on Key Activity Dashboard and introduced updated filters for ease of segmenting Key Activities data
New API endpoint for creating Bulk Activities is now available to be used in integration workflows to create Key Activities in Bulk from your external e-marketing tools such as Concep/HubSpot.
Mobile Updates
Improvements:
Introduced AI voice assistance on mobile app in beta for easily creating Tasks and Activities using voice transcription
Bug fixes:
Resolved an issue with Company Type not reflecting latest updates on mobile app when updated on web-app
Resolved an issue with Opportunities not reflecting accurately on Contact and Company profile on mobile app
Opportunities
Improvements:
Introduced ability to view more data on My Opportunities table, bringing it on par with the data visible on All Opportunities. This included fields such as Opportunity Title, Company Engagement and Opportunity Custom fields
Bug Fixes:
Resolved a bug with discrepancy on Opportunity value numbers on Dashboard and My Opportunities for employees with large number of Opportunities
Managing Contacts
Improvements:
Introduced ability to assign Primary Email to Contacts with multiple emails
List Updates
Improvements:
Introduced ability to view Client ID and Group ID on Company Lists
Stopped displaying E-marketing sync alert banner for non admins and managers, resulting in improved UI for these users
Bug Fixes:
Resolved an issue with Date Custom fields not displaying dates before 1970 on Lists
Resolved an issue with Shared List Views My Contacts filters displaying incorrect contacts on loading the filter for the first time