Learn about all the details of all our recent CRM updates here.
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In this release, a new tier upgrade function has been added, allowing you to set promotion criteria for your traders and IBs, and have them automatically upgraded to the next tier. Furthermore, you can setup daily deposit timeframes to better manage your operations and provide descriptions of your online deposit methods to your clients. Files uploaded by you on the KYC configuration module will now be shown on the CRM portal without clients having to download them. Depending on your business requirements, this new release also provides you the ability to restrict report timeframes that your clients can view or download.
You can now install the Tier Upgrade function via the CRM marketplace. This function is free for all to use.
Upon installation of the Tier Upgrade function, you will need to ensure you provide the respective permissions to your team.
Read Tier Upgrade Settings - you will be able to view the tier upgrade settings
Update Tier Upgrade Settings - you will be able to view, edit, disable and delete tier upgrade settings
Read Tier Upgrade Report - you will be able to view the tier upgrade reports
Upgrade / Reject - you will be able to manually upgrade / reject tier upgrade records
To create a new Tier Upgrade Setting, click “New”.
You can edit your Tier Upgrade Settings by clicking the “Edit” icon.
The edited rule will not affect clients / IBs that have already been upgraded.
If the system is in the midst of settlement, you will not be able to edit the tier upgrade settings. A pop-up notification will show to inform you that the system is in the midst of settlement, and you will need to edit it at a later time.
You can disable tier upgrade rules by clicking the “Disable” icon.
Once the tier upgrade rule is disabled, the system will no longer check for clients / IBs who meet the requirement. If you re-enable it, the system will proceed to do the necessary checks during settlement time.
Tier upgrade records in the report will still be reflected after you disable the rule. You may still perform operations on these records (e.g., approve / reject) on these records.
You can also delete tier upgrade rules by clicking the “Delete” icon.
Upon deleting the rule, the records in the tier upgrade reports will not be affected.
The Tier Upgrade Reports are segregated into 2 types:
Auto Upgrade - this report will reflect all clients / IBs who have met the upgrade requirements and the respective upgrade statuses
Manual Upgrade - this report will reflect all clients / IBs who have met the upgrade requirements and the actions required on your end (e.g., approve / reject)
When a client / IB meets the tier upgrade criteria, the system will automatically upgrade their tier to the respective tier during the settlement time set.
All clients / IBs that have been upgraded will be shown in the report.
Available statuses of tier upgrade are:
Success - the client / IB has been promoted successfully
Fail - the client / IB has not been promoted successfully.
For failed records, the broker can manually upgrade or reject by selecting the record and clicking “Upgrade” or “Reject”.
Possible reasons for failure include:
Original tier of client / IB is higher than the new tier - this might have happened when you upgrade a client / IBs tier manually before the system automatically upgrades the tier
Rank of client has been changed
Rejected - the client / IB’s promotion has been rejected by the broker
Expired - the client / IB’s promotion record is an old data processed in the previous settlement date. Following which, a new record has been updated in the report, resulting in the old data to be expired. You will not be able to upgrade or reject any expired records.
To setup the daily deposit timeframe, you will need to ensure you enable the Update Daily Deposit Settings permission.
Under Deposit Settings tab, you will see the “Daily Deposit Settings”.
By default, the daily deposit settings will be set at 24 hours.
Click the “Edit” button and set the time zone, start time and end time, and save accordingly. In the following example, it means that you will only allow deposit requests to be submitted from GMT+2 10:00H to 15:00H.
Upon setting up the daily deposit settings, your client will be able to see the time frame when depositing funds.
You can now add in descriptions for the various online deposit methods you have. This allows you to provide your clients with a better understanding of each online deposit method and decide which is their preferred method.
When you edit an online deposit setting, you can now see the Deposit Fields available to your clients. By default, there will be the following deposit fields which cannot be edited or deleted:
Trading Account
Trading Amount
Payment Currency
Payment Amount
When your client is submitted a deposit request, they will now be able to see the description.
Documents uploaded in your KYC Dynamic Form can be previewed by your clients without them having to download the files.
When creating a new “File Download” field under KYC Dynamic Form, you will now be able to customize the Display Mode of the file. The available options are:
Click on the file name to open - your client will need to click the file in order to view it
Display directly - your client will be able to preview the file directly on the CRM portal. Kindly note that this option will only be available for documents in PDF format and image files.
When filling in the “User Information”, your client will be able to preview the file that you have uploaded:
This function allows you to restrict the timeframe of reports query and download for your clients.
This can be customized for the following reports:
My Clients - Clients’ Report, Commission, Clients’ Requests
Reports - Trade History, Open Positions & Pending Orders
Select “View Time Frame”. By default, the settings will be “No Limit”.
To customize, select “Customize”, select either “Week” or “Month” and fill in the number accordingly.
For Week, you can only set a maximum of 10 weeks.
For Month, you can only set a maximum of 36 months.
Downline branches - the refers to the number of downline branches you wish to take into consideration. For example, in this case, there are 2 downline branches.
If client is submitting a deposit request outside the daily deposit timeframe, there will be a pop-up notification to notify them of the daily deposit time.
