V5.11.0 - New Task Function & Enhancement of Client Dashboard
Learn about all the details of all our recent CRM updates here.
Released Date - 22 Nov 2022
In this release, a new task function has been added allowing you to create tasks, assign tasks to the respective teams and view task statuses. This allows your team to better manage clients’ requests, follow up on them more efficiently and improve customer relationship. Furthermore, the client portal dashboard has also been enhanced to provide your clients a more comprehensive overview of their accounts.
Task Function
1) Permissions
To begin using the Task Function, you will need to enable the respective permissions:
Read Tasks - you will be able to view tasks.
Add Tasks - you will be able to add tasks.
Update / Delete Tasks - by default, permission to update or delete tasks are given to the task creator, assignee or owner of the CRM.
You are able to set the data permissions for the Task Function as well:
Company Wide - you will be able to see all tasks.
All Subordinates - you will be able to see all tasks associated with all your subordinates.
Direct Subordinates - you will be able to see all tasks associated with your direct subordinates.
Upon giving the respective permissions, you will be able to see a new “Tasks” tab:
2) Task Function
3) Creation of Tasks from Clients / Leads Details Page
Enhancement of Client Dashboard
1) Navigation Bar
A navigation bar has been added to the Client Dashboard, allowing clients to quickly access the required CRM modules.
The navigation bar includes the following:
Deposit History
Withdrawal History
Transfer History
User Information
Bank Card
My Clients
Commissions
The CRM modules displayed on the navigation bar will only be displayed if the respective permissions have been given to the Client. For example, if you have disabled transfer permissions for your Client, they will not be able to see the “Transfer History” module on the navigation bar.
2) Total Balance Chart
A total balance chart has been added to the Client Dashboard.
Your client will be able to see an overview of their account balances in multiple currencies.
The chart shows one month of data, amount being the x-axis and date being the y-axis.
You can click onto the specific currency on the legend that you wish to view in the chart.
3) My Clients
My Clients modules is now categorized into 2 sections:
List - displays all of your client’s downlines in list format.
Overview - provides a comprehensive overview of your downline.
4) Commission
Commission module is now categorized into 2 sections:
List - displays all of your client’s commission rebates in list format.
Overview - provides a comprehensive overview of your commission rebates.
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