Learn about all the details of all our recent CRM updates here.
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In this new release, you can now enhance your corporate branding by customizing your CRM portal to your own style preferences and upgrade the look of your emails by applying our pre-built email design templates. Other optimizations have been done to improve data analytics and streamline your operations. Read on to find out more!
You can now customize the landing page style for both the CRM Client & Backoffice Portal.
The available landing page styles are:
This is the default selection.
Client Portal
Backoffice Portal
You can customize the navigation mode for both your CRM Client & Backoffice Portal.
The default navigation mode for Client Portal is Left.
Client Portal
Backoffice Portal
You can now install pre-built email design templates on marketplace.
Once you have installed the email design templates, you can apply them to emails sent out via CRM in the following modules:
Select your preferred email template.
Upon confirmation, the email template will reflect accordingly. You can then amend the email content before sending it out to your clients.
You can remove the existing template applied to your email, by selecting the “Remove Template” button.
There is now an additional setting for you to enable One Time Password (OTP) for your trading accounts.
By default, the OTP will be disabled. By enabling it, it means that your clients will be able to setup OTP for their trading accounts for an additional level of security.
In this new release, we have added “Send Report” and “Enable OTP” settings into trading account approval requests. By default, these options will be unchecked.
You will be able to edit the settings in the approval details page.
You can now batch update One Time Password & Send Report settings for your client’s trading accounts.
Select the trading accounts and the batch operation required.
You can now view the Lead Source of your clients by adding it as a visible column.
Lead Source refers to the source of the Leads input under the Leads module.
When a lead is converted into a client, the source of the Lead will be displayed under the “Lead Source” column of the Clients Module.
You can also filter your clients based on Lead Source.
You can now easily filter clients with no trading accounts by using the “Trading Account is empty” filter.
Numerical values on CRM are now comma (,) separated by thousands, allowing you to process and analyse data more efficiently.
Kindly note that the comma separator is only a front-end display on your CRM. It will not reflect for downloaded reports.
There is a space added after each colon (:) to allow for easier data analysis.
Client Portal
Backoffice Portal
You will be notified that upon applying an email design template, the existing email content will be cleared and replaced.
You will be notified that upon applying an email design template, the existing email content will be cleared and replaced.
You will be notified that removing the template will clear the email content completely.
Select the respective settings you wish to apply to the trading accounts.
