We’ve rolled out a set of powerful updates designed to help you work smarter, keep your data cleaner, and get the insights you need faster.

From deeper invoice exports to a streamlined filter experience, from merging customer profiles to a slicker email template UI, it’s all here to give you more control and flexibility in your day-to-day.

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What's new

• Save filters as views
• Export invoice line items
• Merge customer profiles
• Reopen cancelled orders
• Experience the new email template & filter UI & UX

Save filters as views

No need to rebuild the same filters over and over. With saved filter views, you can set up your most-used filters once, save them, and switch between different views instantly whenever you need. It’s a simple way to turn repetitive searching into quick answers.

See this article on filters for details and how-to guide

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Export invoice line items

You can now export invoices down to each individual line item, opening up new possibilities for revenue and product analysis by SKU, category, or any detail captured in the invoice. Choose a CSV export for one-off analysis or set up a webhook to automate the data flow directly into your systems.

See this article on exporting invoices

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Merge customer profiles

Keep your data clean and your reporting accurate by merging duplicate customer records. All subscriptions, payments, orders, notes, and product tracking are transferred over, giving you a single, complete customer history without fragmented data.
Learn how to merge customers

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Reopen cancelled orders

Orders cancelled by your shop system don’t have to stay that way. With our new reopen feature, you can restore cancelled orders and continue managing the subscription as usual — avoiding unnecessary customer losses or manual workarounds.

To reopen an order > Go to the Orders Tab > Navigate to an order > Click on the three dots to see the action menu > Click on the reopen order option.

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New email templates UI

Managing your transactional emails is now even easier. Use the new search bar to quickly find templates, see at a glance which ones generate PDFs, and navigate with grouped views that keep related emails together. It’s all designed to make staying on top of your customer communication simpler.

Go to the circuly Hub to experience the new Email templates UI

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New filtering UI & UX

Filtering is now faster, clearer, and more intuitive. See exactly which filters are active, use new operators like greater than, less than, and is empty, and easily select values from dropdowns wherever fixed options exist. It’s a smoother way to slice your data and get straight to the insights.

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Ready to explore? Log in to your circuly Hub and start taking advantage of these updates today. And if you need any help or have questions, we’re always just a message away.