Product Updates

Required Fields: Admins can now set required fields for the People and Job tabs within their settings, under my agency: "Custom Validations."



Placement Reports: We have added three new fields to the placement report; Created By, Split Users, and Job Owner!

Candidate Counts: We have now added a "Live" filter to get candidate count reports in real time.

Loxo Extension: We have added a button into the extension that allows you to view the person's profile within Loxo.

Job Applications: Users can now attach forms to job applications to add in customizable questions for candidates to complete whilst filling out the job application.


Product Updates

Loxo AI: Loxo AI is now available in UK and Canada!


Users can now bookmark a report and any filters that were applied will save! This makes it easy to customize a report and revisit it multiple times without having to reapply the filters.

The Job Workflow Report can now be be exported to a CSV with the selected filters


Peoples page: User can now sort the People database based on the profiles they have most recently interacted with via the new "My activity" feature!


Product Updates

Loxo Source: Loxo Source is now available in Canada!

Auto Merge: Auto merge will now look at similar name AND either identical email or identical LinkedIn URL for more accurate identification of duplicates!


Product Updates

Reports: Users can now filter activity reports by candidate owner.

Reports: Users now have the ability to filter by Today in the Candidate Counts report to view how many candidates are currently in each stage.

Candidate Submissions: Users can now do schedule send for candidates submissions to clients.

Loxo Source: Users now have the ability to search in the United Kingdom with the Zip Code field in Source.

End Publish Date: Users can now set an "End Publish Date" for all jobs that automatically stops the job from publishing on the assigned date.

Default Font: Set your default font for emails by going into your agency settings > customize > preferences. This sets the font type, size, color, and spacing that you like to be the default type when creating or editing an email!



Loxo Source in the United Kingdom: We are excited to announce that Loxo Source is now available in the UK!

New Person Flyover: We have redesigned our Person Flyover page with new and exciting features and updates for a better user experience meanwhile maintaining a familiar design:

•Inbox: Reply directly to email & SMS threads from the flyover page

•Note Templates: Create a standard list of questions that your team can use for phone screens, interviews, in-takes, etc

•Updated Client View & Assessments: Quickly and effectively share candidate profiles via a link with clients and give them the ability to leave notes and feedback on the profile

•Event Stream: Restructured to easily organize activities and events

Customizable Contact Types and Company Types: Users now have the ability to customize these types under their "Customize" section in the agency settings.

Required Fields on Placements: Admins can now reach out to support to request fields in the placement cards to be set as "required" so that they are necessary when filing out a placement.

Fee Updates: Updated reporting for placement fees to break apart fee types into "flat fee" and "percentage" for more accurate placement reports.

Customizable Reports: Users now have the ability to customize the stages reflected in the the "Recruiter Performance Report" by selecting the gear icon in the top right hand corner and selecting which stages the user wants the report to show.

Placement card notifications: Users can now turn on notifications for placement card updates in their agency settings. This feature sends notifications to users who are under the notification section of a placement card anytime a change or update is made to the placement card after its initial creation.

Product Updates

Voicemail Drop: Unfortunately due to changing rules and regulations surrounding it, Voicemail drop has been disabled in order to stay compliant.

**Any campaigns with a VM stage will automatically move past it and on to the next scheduled stage.



Schedule Send: Stay on top of follow-ups, interview reminders, first day messages and more with Loxo's Schedule Send option. Schedule send Emails, SMS or Campaigns.



Job Contacts. You can now see your job Owners and Company Contacts from the top of your job page. No more editing a job's details to find this information.

Add Logo: Add your company logo to your account Settings > Customize so your Loxo account, job listing page, and reports are branded.

Receipts Access: Admins can now access all monthly receipts without having to reach out to our support team. You will have access to all successful payments by date, description, and amount.

Add User Images: You can now upload your user image within Loxo Settings > Profile Picture.



Searchable Lists. Lists now include a new search bar and private vs team filters. Finding your lists, especially on large teams, can be tedious and take lots of scrolling. Now you can filter for just yours or start typing to find the exact list you need.

Customize Your Pipeline. Previously you had to reach out to support to update your hiring pipeline, but now Account Admins can customize the Hiring Pipeline for their team under Settings > Customize. No more waiting for our team to make updates!

Saved Searches in Source. Create the perfect search in Loxo Source between the filters and Boolean search box, save it, and return back to it anytime you open up Loxo Source.

Resume Forwarding Address and Loxo Phone. You can easily find your agency's forwarding address and Loxo phone number under Settings > Agency Information.


Source 2.0. The revamped sourcing tool includes larger candidate cards with more details on their past experience and skills as well as their Loxo tags.

Domain Setup. You can now setup your DNS settings to authenticate Loxo's domain entirely on your own, without having to go to support to generate the records. You can find the required records under Settings > Loxo Email Domains.

Duplicate Companies. When creating an AI job you will see an option to choose a company from our global database. If you match your hiring company with one from our database it helps our AI technology find top quality candidates!



Custom Fields on Placements. Any custom fields added to your Contracts/Placements Report, will now show up on the placement card! This means you can add any custom billing fields to your report and they will show on the placement cards when someone is moved to Hired! This is a best practice for teams who need to collect extra information anytime a candidate is placed.


Add Person and Add Company modals. When you manually add a person or company the new modal allows you to add as much or as little detail about the person/company before creating the new record. Even update custom fields under Advanced.

Auto Merge Updates. We will only merge two people if they have the same email address AND they have a similar name. For example John Doe and John Doe CPA would be auto merged if they had the same email address. However Sarah Jane and John Doe would not be merged.

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