V5.1.0 - Enhanced Trading Account Module, Downline Filter Function, Remote Login Prompts and More

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

Released Date - 23 June 2022

In this latest release, we have refined the CRM to enhance various aspects, including the trading account creation process, downline report filtering function, bank card module, and more. Dive into the details to discover the improvements we've made.

1) Creation of Trading Accounts

The trading account creation process within the CRM now includes the option to specify the trading status of the account. This enhancement simplifies the account creation workflow for you.

2) Modify Rebate, Login Status and Trading Status During Account Review

During the review of trading account creation requests from your clients, you now have the capability to adjust the Rebate, Login Status, and Trading Status. This ensures that the configuration of the trading account aligns with your intentions upon approval, thereby streamlining the process for you.

3) Custom Downline Filter

Now, you have the ability to filter reports using a custom downline filter. This feature allows you to specify the number of downline levels you wish to view, providing you with greater control and flexibility in accessing the data you need.

4) Bank Card Permissions

We've introduced sub-permissions for bank card management, offering you enhanced flexibility in granting permissions to your clients:

1. Add Withdrawal Information: Enable your clients to add new bank cards to their accounts.

2. Update Withdrawal Information: Empower your clients to make updates to their existing bank card information.

5) View Withdrawal Details

Your clients can now access detailed information regarding their withdrawal requests by simply clicking on the "Details" option.

The details function will only be available for pending withdrawal requests. Upon clicking it, the detailed information of their withdrawal request will be shown.

6) Remote Login Prompts

1. You can now activate remote login prompts for added security measures. This feature prompts users whenever their account is accessed from an IP address different from their previous login.

2. Remote login prompts can now be activated for both your clients and back-office users.

To enable remote login prompts, follow these steps:

1. Click on the "Edit" icon in the Security Settings tab.

   
2. Click on the "Enable" icon to activate this feature.

3. If you wish to disable remote login prompts at any time, click the same icon to deactivate it.

4. Click "Save" to apply the changes.

   

When your clients or back-office users account is accessed from a different IP address, they will receive prompts through the following methods:

• Popup Notice on CRM Client Portal: A notification will be displayed to the client immediately upon login, informing them that their account was accessed from a different IP address. This prompt serves as an alert to the client to verify the legitimacy of the login. Clients can click "Update Password" to protect their account.

  
• Email Notification: In addition to the popup notice, an email will be sent to the client's registered email address. This email serves as an additional means of notification, providing the client with information about the login activity and advising them to take appropriate action if the login was unauthorized.