Learn about all the details of all our recent CRM updates here.
Last updated
Released Date - 17 Apr 2022
In version 4.2.0, we're excited to introduce two significant features aimed at enhancing your user experience and operational efficiency. Firstly, we've added a 'Restart Gateway' function, providing you with the ability to swiftly address gateway errors by directly restarting the gateway. This ensures minimal disruption to your business operations and enables you to maintain seamless functionality. Additionally, we've implemented a domain management, empowering you to create customized CRM domains tailored to different client groups.
To ensure seamless connectivity between your CRM and the trading platform, you have the option to restart the trading platform gateway. This step allows you to address any potential connectivity issues and optimize the performance and reliability of the connection.
In the Domain Settings page, you can configure the domain for your CRM Client and Back Office Portal. This feature enables you to add multiple domains to your CRM for various purposes, such as catering to different client regions or organizing promotional events.
Benefits of using different domains include:
Regional Customization: Assign specific domains to different client regions, delivering a localized experience tailored to their preferences and needs. This ensures personalized and targeted engagement with your clients.
Promotional Events: Create dedicated domains for specific promotional events or campaigns. By utilizing separate domains, you can track the success rate of each event through the promotional links tab. This allows you to analyze the effectiveness of your marketing efforts and make data-driven decisions for future events.
Personalization for IBs: Allocate different domains to individual IBs, providing them with their own personalized CRM Client Portal domain. This enhances their experience and enables you to track the performance of each IB via the promotional link tab.
