Learn about all the details of all our recent CRM updates here.
Last updated
Released Date - 27 Mar 2023
In this release, we're excited to introduce key features aimed at enhancing your experience. Firstly, we've implemented comprehensive system logs to provide detailed audit trails, recording all activities performed by your back-office users. Additionally, we've introduced a new promotion link type tailored for demo accounts, allowing your leads or clients to easily register for a demo trading account. Furthermore, we've conducted optimizations across multiple modules to further streamline your business operations.
We're pleased to announce the addition of system logs to the CRM. This new feature enables you to track and review all system activities, complete with timestamps and user attributions, providing comprehensive oversight and accountability.
We've introduced a new feature that allows you to amend the recipient email address for failed emails. This capability provides greater flexibility and control over email communication, ensuring messages reach the intended recipients effectively.
We are excited to announce the launch of a new promotion link type known as Demo Accounts. Clients now have the convenience of registering for a demo trading account directly, without the need to create a CRM account.
We've introduced the ability to transfer funds from your own CRM wallet to a third party's CRM wallet. To complete the transfer, you'll need to specify the wallet ID of the third party for verification purposes.
IBs can now download the 'My Clients' report to view and analyze the data.
IBs now have the option to filter the 'My Clients' report based on the desired number of downline levels they wish to view.
Profit data has been designated as sensitive. You now have the option to conceal your downline's trade profits from your IBs if necessary.
