v5.0.0 - Enhancements Across Multiple Module

Learn about all the details of all our recent CRM updates here.

Released Date - 12 June 2022

In this latest release, we've implemented significant optimizations and improvements across various modules. Read further to explore the enhancements in detail.

1) Downline Tier Management

With our latest optimization, when a referral is removed or updated to a new referral, the tiers of the downlines remain unaffected. This streamlined process ensures seamless adjustments without any impact on existing tier structures.

2) Enhanced Client Details Page

We've introduced additional functionalities to the client details page. Now, you can directly create, bind, and unbind trading accounts from this page. This enhancement offers you a more efficient way to manage your clients' trading accounts.

3) Streamlined Trading Account Management

We've implemented a new feature that allows you to unbind trading accounts directly from the client list page, eliminating the need to navigate to individual client detail pages. This enhancement offers a more efficient approach to managing trading accounts for your clients.

4) Enhanced Comment Support for Transactions

When depositing or withdrawing funds from a trading account, the comment field accommodates special text and characters, including non-Latin characters such as Chinese characters. This improvement ensures greater flexibility and clarity in transaction comments.

5) Introducing My To-Do-List in the Approvals Module

Within the Approvals module, you now have a dedicated To-Do List feature. This list conveniently displays all pending requests requiring your action, streamlining your review process and enabling you to focus efficiently on tasks that demand your attention.

6) Introducing Batch Review Feature

We've introduced the Batch Review functionality, allowing you to expedite the processing of multiple pending requests. Simply select the desired requests and swiftly approve or reject them, streamlining your workflow for enhanced efficiency.

7) Optimized IB Registration Review Process

We've implemented a new functionality that enables you to bind a rebate account during the approval of IB registration requests. This enhancement streamlines your IB onboarding process, making it more efficient and seamless.

8) Exclusion Functionality for Transfer Reviews

You now have the ability to define exclusions for automatic transfer reviews, covering both "transfers to oneself" and "transfers to others".

Exclusion options include:

• Trading accounts with open positions

• Trading accounts with credit

For instance, selecting 'trading accounts with open positions' as an exclusion means that all transfer requests will be automatically approved, except in cases where the trading account has open positions, requiring manual review from your end.

9) Multi-Level Approval

You can implement a multi-level approval process for different client request types to customize the approval flow according to your business operations. This allows for comprehensive review and authorization by multiple levels, ensuring effective control and risk mitigation.

Marketplace Installation

To set up the multi-level approval process, you will need to install it from the CRM marketplace. To install the Multi-Level Approval feature from the Marketplace, please follow these steps:

Step 1

Navigate to the CRM Marketplace.

Step 2

1. Search for "Multi-Level Approval" and click on "Obtain".

   
2. You will be redirected to the details page for Multi-Level Approval. Click on the "Obtain" button to initiate the installation process.

   

Step 3

Upon installation, you will be able to see a new tab called "Process Settings" within the Approval Settings module.

Process Settings

To set up multi-level approval, follow these steps:

Step 1

Locate the client request you wish to configure and click on "Edit".

Step 2

1. By default, the first layer of approval will be assigned to the "Creator" of the request, which can be the client or a backoffice user creating the request on behalf of the client.
2. The first level of approval will not have any assigned approver by default. You can assign a specific approver by clicking on the approver field and selecting either specific users or specific roles.

Step 3

1. To add a second layer of approval, click on the "Add" icon.
2. Select the approver for the second layer from the available options.

3. Once you have configured the approval process flow, click on "Publish".

   
4. A popup notice will appear to confirm your action. Click "Confirm" to proceed.

Application of Multi-Level Approval

Once you have configured the process settings for multi-level approval, any requests submitted by your clients will follow the defined approval process. The requests will only be processed once all the relevant parties involved in the approval flow have given their approval. This ensures that the requests undergo a thorough review and all necessary parties have provided their consent before further actions are taken.

1. Unauthorized users will not have the ability to approve requests on their own. The approve and reject buttons will be disabled and not clickable for these users. Only authorized individuals as configured in the Process Settings will be able to review and provide their approval or rejection for the request.
2. The first level of authorized personnel, as configured in the Process Settings, will have the ability to review and approve or reject the request.
3. Once the first layer of approval has approved the request, the review process will be updated to reflect the current status. The system will indicate that the request is now pending the review and approval of the next designated approver in the workflow.

   

• Support jumping to specific page in Admin Portal→Reports→CRM Reports→Comprehensive Account Report（CJC）

• Support deleting failed rebate records（CJC）

10) Create Additional Fields for Withdrawal Form

You now have the capability to include supplementary fields, such as "Document Uploader," in the withdrawal request form. This feature enables your clients to upload necessary documents that may be required before their withdrawal requests can be approved.

11) Daily Withdrawal Timeframe

You now have the ability to define a specific timeframe during which clients are allowed to submit withdrawal requests. This timeframe restricts the submission of withdrawal requests to the specified period within a day.

12) Added Data Permissions

You can now configure data permissions for the "Read Users" permissions. This feature empowers you to specify the extent of data accessible to your back-office users, including options such as:

• Company Wide

• All Downlines

• Direct Downlines

You can also configure data permissions for "Dashboard" as well.

13) Organizational Structure

Additionally, you have the ability to view and analyze the organizational structure of your company. This feature provides a visual representation of the hierarchy and relationships between different teams and their respective managers and team members.

14) Team Management

In the Team Settings, you can create teams, assign team managers, and add team members. This feature enables you to organize and track the different teams within your organization, along with their respective members. By setting up teams, you can maintain a structured record and gain an overview of your organization's team structure.