Client Activities

In this tab, the following client activities are displayed:

Requests

1. This tab shows all the requests that have been submitted by your clients.

2. The requests are categorised according to the request types and arranged in reverse chronological order (i.e. the latest requests will be shown on the top).

3. You can expand the request type to view all the requests submitted and their respective details:

   • Request ID

   • Status

   • Approval Process

4. To view the full details of the request, you can click onto the “Expand” button and you will be redirected to the approval page.

   
5. To view the full details of the request, you can click onto the “Expand” button and you will be redirected to the approval page.

   • You will need the following “Approve/Reject” permissions in order to view the details of the request.

   • Otherwise, a pop-up notice will appear to inform you that you do not have permissions.

     
6. By default, each request type will only show up to 5 requests. If there are more than 5, click “Load More” to view.

   

Tickets

1. This tab shows all the tickets that have been raised by your clients.

2. This tab will not be shown if you have not installed the “Ticket” function via CRM Marketplace. (Please refer to this section for more details: 16. Tickets)

3. The tickets are categorized according to:

   • Unresolved

   • Resolved

4. By default, all unresolved tickets will be shown on the top. Resolved tickets will be arranged in reverse chronological order (i.e. latest resolved tickets will be on the top) and categorized by month.

   
5. Each ticket will display the following information:

   • Ticket Title

   • Status

   • Handler

   • Date & Time of Ticket Submission

6. To view the full details of the ticket, you can click onto the “More Details” icon. You will be redirected to the ticket details page.

   • You will need to enable the “Read Tickets” permissions in order to view the details of the request.

   • Otherwise, a pop-up notice will appear to inform you that you do not have permissions.

   

Transactions

1. This tab shows an overview of the client's funds and transactions.

2. The data here is updated real time.

3. This tab will only be shown if you have the “Read Transactions” permissions. (Please refer to this section for more details: Role Management)

4. You can view the following information:

   • Deposit

   • Withdrawal

   • Commision Payout

   • Credit In

   • Credit Out

   • Bonus Payout - this will only be displayed if you have installed the Bonus function via CRM Marketplace. (Please refer to this section for more details: 12. Bonus)

   • Transaction Details

     
5. You can select the time frame in which you wish to extract the data for.

   

Trades

1. This tab displays all trade transactions done by the client.

2. The data here is updated real time.

3. This tab will not be shown if you do not have permissions to the respective report permissions. (Please refer to this section for more details: Role Management)

4. The following reports are available here:

   • Trading History

   • Open Positions

   • Pending Orders

     
5. You can filter the data via the following:

   • Timeframe

   • Trading Platform Server