CRM Client Portal User Guide
CRM Back Office User Guide (Abridged)
  • Introduction
  • Client Portal (Front-End)
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Component
    • Become an IB
  • 4. Accounts
    • Create New Account or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfers
    • Withdrawals
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenge
    • Prop Challenge Statistics
  • 10. Trading Competitions
    • View Trading Competitions
    • Participate in Trading Competitions
    • Trading Competition Leaderboard
    • Trading Competition Transactions
  • 11. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Centre
    • Ticketing
    • Languages
    • Logging Out
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On this page
  • 1. Ticket Submission
  • 2. Ticket Status
  • 3. Replying to Tickets
  1. 11. Other Functionalities

Ticketing

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Last updated 4 months ago

You have the ability to submit tickets to the broker to address any issues, concerns, or questions you may have.

1. Ticket Submission

To submit a ticket, follow these steps:

Click on your name, select "Ticket" and click "Submit Ticket".

Fill in the Ticket Subject & Description and Click Submit. You can only submit a maximum of 10 tickets per day.

You will be able to attach documents or screenshots into the ticket by clicking the “Attach” icon:

  1. For each ticket, the maximum number of attachments allowed is 10.

  2. The maximum size for each attachment is 10MB.

  3. The maximum number of characters for each file name is 500.

Upon ticket submission, you will be redirected to the Ticket History page. The ticket status will show “Pending”.

2. Ticket Status

You will be able to keep track of all your tickets in the Ticket History tab. To view your tickets, follow these steps:

Click on your name, select "Ticket" and click "Ticket History".

You will be able to view all the tickets raised and their respective status.

From Ticket History, you will also be able to see the latest reply from brokers.

  1. If there is a reply from the broker, the Latest Reply will show the first few words of the reply.

  2. If there is no reply from the broker yet, the Latest Reply will be empty.

  3. If the reply from broker is unread, there will be a red circle indicator.

3. Replying to Tickets

To reply to a ticket, follow these steps:

Click on your name, select "Ticket" and click "Ticket History".

  1. Click the ticket you wish to reply to.

  2. Click "Reply".

  1. Fill in the content of your reply and attach files if needed.

Click the "Send" icon to reply to the ticket.