CRM Version Release Notes
CRM Client Portal User Guide
  • CRM Version Release Notes
  • V7.37.0 - ShuftiPro Integration
  • V7.36.0 - 2025 Q2 Quality of Life (QOL) Update
  • V7.35.0 - Unlock Greater Control with Advanced Prop Trading Features
  • V7.34.0 - Proactive Risk Management with Trading Risk Alerts
  • V7.33.0 - Boost Your Support Experience with Enhanced Email Notifications
  • V7.32.0 - Stay Ahead with Automated Prop Trading Alerts
  • V7.31.0 - Empowering Your CRM with Enhanced Flexibility and Control
  • V7.30.0 - Empower Your IBs with Prop Trading Insights
  • V7.29.0 - Unlock Deeper Insights with the New Prop Challenge Dashboard & Data Type Functionality
  • V7.28.0 - Streamlined Client Management, Enhanced API Features & Improved User Experience
  • V7.27.0 - Reinforced Security, Expanded API Functions, and Reporting Improvements
  • V7.26.0 - Full Integration of Fortex Trading Platform with Your CRM
  • V7.25.0 - Enhanced Data Analysis and Reporting Features
  • V7.24.0 - Boost Your Prop Challenge Participation with New Promo Codes!
  • V7.23.0 - Easily Configure Fortex Trading Commissions in Your CRM
  • V7.22.0 - Enhanced KYC, Account Management & Compliance Features
  • V7.21.0 - Multi-Module Enhancements
  • V7.20.0 - Introducing Our Powerful New Coupon Feature
  • V7.19.0 - Enhanced Prop Challenge Monitoring, New Webhooks, and Improved Dashboard Insights
  • V7.18.0 - Enhancements to Trading Server Access, Promotional Links, Referral Settings, & Reports
  • V7.17.0 - Full Integration of Fortex Trading Platform with Our Prop Trading System
  • V7.16.0 - Multi-Module Optimizations
  • V7.15.0 - Prop Trading Enhancements
  • V7.14.0 - Prop Trading 1 Step-Challenge, Tailored Profit Sharing and more!
  • V7.13.0 - Smart FX Conversion & New Client Creation API
  • V7.12.0 - Fireblocks Integration
  • V7.11.0 - Revamped Prop User Interface
  • V7.10.0 - Introducing New Commission Schemes for Prop Trading Challenge Fee
  • V7.9.0 - Optimizations Across Multiple Modules
  • V7.8.0 - Stripe Integration
  • V7.7.0 - Revamped Deposit Interface & Prop Challenge "Direct Purchase" Function
  • V7.6.0 - Prop Trading System Major Update: Auto-Profit Sharing, Enhanced Configurations & More
  • V7.5.0 - Introducing a New Dimension in IB Commission Module & System Pop-Up Notification to Clients
  • V7.4.0 - Prop Trading Challenge Optimization: Advanced Analytics & Enhanced Functions
  • V7.3.0 - Embrace the New Calendar Experience & Optimized Deposit and Commission Payout Process
  • V7.2.0 - Elevating Your Business with Twilio Verify & MT4 Advanced Account Report Extension
  • V7.1.0 - Game Changer: Trading Competitions Unleashed!
  • V7.0.0 - Unveiling the Exciting World of Proprietary Trading Challenges
  • V6.14.0 - Withdrawal Webhook
  • V6.13.0 - New Commission Payout Method & Rebate Currency Selection
  • V6.12.0 - Match2Pay Withdrawal & Mandatory 2-Factor Authentication
  • V6.10.0 - Risk Management Dashboard
  • V6.7.5 - Match2Pay Integration
  • V6.5.0 - SumSub Integration
  • V6.4.0 - Launch of AI Editor & Addition of Client and Leads Activity Logs
  • V6.2.0 - AirCall Integration & Optimization of Clients & Leads Details Page
  • V5.15.0 - Optimizations to PWA & Automatic Deposit Function
  • V5.14.5 - Launch of PWA Application for CRM Client Portal
  • V5.13.0 - Multiple KYC Forms for Different KYC Requirements
  • V5.12.1 - Newly Added Email Design Templates
  • V5.12.0 - Addition of System Tags & Optimization of Filtering Options
  • V5.11.0 - New Task Function & Enhancement of Client Dashboard
  • V5.10.0 - New Tier Upgrade Function, Optimization of Deposit & KYC Settings and Customizable Report
  • V5.9.0 - New Ticketing Function & Customization of Exchange Rate Settings
  • V5.8.0 - Launch of New Tagging Functionality and Optimization of Clients & Leads Details Tab
  • V5.6.0 - Customizable User Interface, Launch of New Email Design Templates & Other Optimizations
  • V5.5.0 - ChillPay Integration, Enhancements to Notifications Module, New KYC Configuration and more
  • V5.4.1 - PayPal Integration
  • V5.4.0 - Enhancement to Multiple Modules & Optimization of Mobile User Interface
  • V5.3.15 - Enhancement on Leads Module & New Bank Card Approval Function
  • V5.3.0 - Marketplace - New Bonus Function
  • V5.2.25 - Improvements to Withdrawal Process, Permissions for Leads Module & Referral Tree Display
  • V5.2.0 - Open API Functionality
  • V5.1.0 - Enhanced Trading Account Module, Downline Filter Function, Remote Login Prompts and More
  • v5.0.0 - Enhancements Across Multiple Module
  • V4.4.0 - Introducing New Exchange Rate Sources and Enhanced Email Notifications
  • V4.2.0 - New Restart Gateway & Domain Management Function
  • V4.1.0 - Introducing System Logs, Demo Account Promotion Link, and Module Optimizations
  • V4.0.0 - Introduction of New IB Commission Payout Model: Spread Percentage
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On this page
  • ChillPay Integration ChillPay
  • 1) Marketplace Installation
  • 2) Permissions
  • 3) Setting up ChillPay as a Deposit Method
  • 4) Client Deposit via ChillPay
  • Enhancements to Notification Module
  • 1) Customizable Permissions for Emails & Pop-Up Notifications
  • ⯈ Reversal of Pop-Up Notifications
  • Bank Card Added to KYC Configuration Module
  • 1) Prohibit Bank Card Creation Before KYC Verification
  • 2) Creation of Bank Cards by Clients
  • 3) Optimization on Clients Module
  • Customize Data Synchronization with MT4/5
  • 1) Customized Data Synchronization
  • Additional Settings for Funds Transfer
  • 1) Setting of Minimum and Maximum Amount for Funds Transfer
  • 2) Client Transfer Request
  • Optimization of Promotional Link Settings for IBs
  • 1) Filter IBs by Referral Trees
  • Improved Filtering Function for Reports
  • 1) Clients Module - Referral Filter
  • 2) Clients Module - Participant Filter
  • 3) Reports - Order ID Filter
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V5.5.0 - ChillPay Integration, Enhancements to Notifications Module, New KYC Configuration and more

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

PreviousV5.6.0 - Customizable User Interface, Launch of New Email Design Templates & Other OptimizationsNextV5.4.1 - PayPal Integration

Last updated 1 year ago

Released Date - 11 Oct 2022

In this release, we are excited to present to you ChillPay as a newly integrated Payment Service Provider (PSP) on your CRM. You can now receive funds with ChillPay, which supports internet banking, mobile banking, debit and credit card payment, any many more. Open up a new deposit stream for your clients by registering and setting up ChillPay on your CRM now!

The notifications module has also been enhanced, allowing you to customize visibility permissions on all notifications and to reverse pop-up notifications sent to your clients. Bank card is also newly added into the KYC configuration module allowing you to customize your KYC process to suit your business needs.

Read on to find out the many more optimizations done on CRM to allow for more streamlined operations and dynamic filtering of data & reports.

ChillPay Integration ChillPay

1) Marketplace Installation

  1. To start offering ChillPay as a new deposit method to your clients, you will first need to install it from the CRM marketplace.

  2. This function is free for all to use, with no expiry.

  3. Upon completion of installation, you will see “ChillPay Settings” under the “Deposit Settings” module.

2) Permissions

Upon installing ChillPay from the CRM Marketplace, you will need to enable the following permissions:

  1. Read ChillPay Settings

  2. Add ChillPay Settings

  3. Update ChillPay Settings

  4. Delete ChillPay Settings

3) Setting up ChillPay as a Deposit Method

Registering a ChillPay account
  1. Obtain your Merchant Code, API Key and MD5 Key of your ChillPay account

    • Select “Production” and fill in your company details.

    • Obtain your Merchant Code, API Key and MD5 Key from Settings > API.

    • Obtain your Route Number and Payment Name via Settings > Payment Channel.

Setting up ChillPay as a deposit method on CRM
  1. On CRM, go to Deposit Settings > ChillPay Settings

  2. Create a new ChillPay Setting by clicking “Create”

  3. Fill in the relevant fields:

    1. Name

      • Required Field

      • Cannot be repeated

    2. Merchant Code, API Key, MD5 Key, Route Number

      • Retrieved from ChillPay

    3. Payment Channel

      • Select the relevant Payment Channel supported by ChillPay

    4. Select the currencies you wish to offer to your clients.

      • The currencies supported by ChillPay are listed on the CRM.

    5. Click “Save”.

      • If successful, there will be a pop-up notice to inform you that ChillPay Settings have been created successfully.

  4. Go to Deposit Settings and create a new Payment Method. You can setup multiple payment methods using the same ChillPay account.

  5. Fill in the relevant fields and save.

    By default, all currencies can only have a maximum of 2 decimal points.

Viewing ChillPay Settings
  1. You can click the “View” button to view the details for each ChillPay Settings.

Editing ChillPay Settings
  1. You can edit your ChillPay Settings by clicking the “Edit” button.

  2. The changes will be effective once you click “Save”.

Deleting ChillPay Settings
  1. You can delete your ChillPay Settings by clicking the Delete button.

  2. If there is an existing deposit method using the ChillPay settings, you will not be able to delete it. You will need to delete the deposit method before deleting the ChillPay setting.

4) Client Deposit via ChillPay

  1. Upon setting up ChillPay as a deposit method, your client will be able to deposit via ChillPay.

  2. Client will need to fill in the details and click “Confirm”.

  3. Once client clicks “Confirm”, a deposit request will be submitted to you.

  1. Client will be redirected to ChillPay to complete the deposit request.

  2. Upon completion of the deposit request on ChillPay, the Client will be redirected to their request history.

    • Request Status: refers to the status of the deposit request submitted:

      1. Pending - pending for you to process the deposit request

      2. Approved - deposit request has been approved by you

      3. Rejected - deposit request has been rejected by you

    • Payment Status: refers to the callback status of the ChillPay payment

      1. Pending - pending callback to be received by ChillPay

      2. Success - callback is successful

      3. Failed - callback has failed

      4. Cancelled - client has cancelled the deposit request via ChillPay

  3. You will receive the deposit request from the client and choose to approve / reject them accordingly.

Enhancements to Notification Module

1) Customizable Permissions for Emails & Pop-Up Notifications

Permissions
  1. Previously, any records of emails or pop-up notifications sent to clients will only be visible to the sender itself.

  2. In this new release, you can customize the visibility permissions of emails and pop-up notifications for your team. This allows your team to better follow up with your clients and reduce the risk of duplicated notifications to your clients.

  3. The permissions can be configured under User > Role Management.

    • The available permissions are:

      1. Company Wide: you will be able to see all emails and pop-up notifications sent to clients

      2. All Downlines: you will be able to see all emails and pop-up notifications sent to clients by your team members (i.e. users that are directly or indirectly reporting to you)

      3. Direct Downlines: you will be able to see all emails and pop-up notifications sent to clients by your direct team members (i.e. users that are directly reporting to you)

      4. Same Role: you will be able to see all emails and pop-up notifications sent to clients by users of the same role

  4. Only the creator of the email or pop-up notification can edit or delete their message. Any other users will only be able to view, duplicate or withdraw the message.

Added “Owner” Column for Email Notifications Records
  1. A new “Creator” column has been added to the Email Notification records for you to keep track of who created and sent the notification to your clients.

Added Filter Function
  1. A filter function is added for your email and pop-up notifications, allowing you to filter and view data more efficiently.

⯈ Reversal of Pop-Up Notifications

You can now reverse pop-up notifications sent to clients, allowing you to recall and amend any incorrect information.

Click onto the reverse button to reverse your notification:

Upon successful reversal, the status will change to “revoke”.

Reversal Policies:

  1. Pop-up notifications can only be reversed within 2 hours after it is sent out.

  2. Reversed notifications can be previewed, copied or deleted.

  3. Different scenarios during reversal of pop-up notifications:

Client Status
Client Status
Client Status

Logged In

No

Yes

Yes

Viewed Pop-up Notification

No

No

Yes

Outcome

No Pop-Up Notification shown upon logging in.

No records shown on notification page.

Pop-Up Notification will disappear upon refreshing the page.

Clicking “Learn More” will display an error message informing client that the message has been reversed.

No records shown on notification page.

Upon closing the Pop-Up notification and refreshing the page, the notification record will no longer be displayed.

Upon closing the Pop-Up notification and clicking it again, an error message will display informing client that the message has been reversed.

Bank Card Added to KYC Configuration Module

1) Prohibit Bank Card Creation Before KYC Verification

  1. Bank Card is now added into the KYC Configuration Module and will be unchecked by default.

  2. Upon checking it, all clients will need to complete their KYC before adding new bank cards.

2) Creation of Bank Cards by Clients

If client adds a bank card before submitting KYC details, a message will pop up to inform client to submit a KYC request. Upon clicking the “KYC Verification” button, the client will be redirected to the KYC page to complete their KYC application.

If client adds a bank card after submitting KYC details but before you approve the KYC request, a message will pop up to inform client that their KYC request is still under review. Upon clicking the “KYC Verification” button, the client will be redirected to the KYC verification page.

If client submits a withdrawal request without completing KYC verification, they will not be able to see “Add as Bank Card” when filling in the withdrawal form.

3) Optimization on Clients Module

  1. Bank Card column has been moved to be after KYC column to allow for more efficient verification of client’s profile.

  2. Adding a bank card on CRM backoffice for your client will not need any approvals. Upon creation, the status of the bank card will show “Approved”.

Customize Data Synchronization with MT4/5

1) Customized Data Synchronization

  1. A new function is released on CRM allowing you to customize which data you allow to be synchronized onto MT4/5.

  2. The available options are:

    • Email Address

    • KYC - refers to the residential address of your client

    • Agent Account

    • Phone Number

  3. Upon creation of trading account or binding of existing trading account, the information will synchronize with MT4/5.

  4. The above will only apply to all newly created or newly bind trading accounts.

Additional Settings for Funds Transfer

1) Setting of Minimum and Maximum Amount for Funds Transfer

  1. You can now set the minimum and maximum transfer amount for different currencies. By default, the minimum and maximum amount will be 0.

  2. The maximum digits allowed is 12 and the maximum decimal points allowed is 2.

  3. If you disable the “Transfer to Others” function, you will only be able to set the minimum and maximum amount for “Transfer to Ownself”.

2) Client Transfer Request

  1. For each transfer request, CRM will do the following checks:

    • Ensure there is sufficient balance in the source account

    • Ensure the minimum amount and maximum amount criteria is met

  2. If the minimum or maximum amount criteria is not met, CRM will display a message to the client.

Optimization of Promotional Link Settings for IBs

1) Filter IBs by Referral Trees

  1. In this new release, you can now select the relevant IBs you wish to involve in your promotional link more efficiently.

Improved Filtering Function for Reports

1) Clients Module - Referral Filter

You can now filter referrals based on the following settings:

  1. is …. - for clients introduced by specific referrals that you are looking for

  2. is empty - for clients with no referrals

2) Clients Module - Participant Filter

  1. You can now filter clients based on Participants.

  2. You can filter participants by the following methods:

    • Specific names of the participant

    • Teams

3) Reports - Order ID Filter

You can now filter via Order ID in the following reports:

  1. MT Report - Trade History

  2. MT Report - Open Positions

  3. MT Report - Pending Orders

  4. CRM Reports - Transactions

Register an account via

Sign in via

If there is an error, there will be a pop-up notice to inform you to that there is an error with your account details. You will need to verify the account details and retry.

Click onto the Icon to easily filter and select the respective IBs and sub-IBs. This is only applicable to IB promotional links.

is not empty - for all clients introduced by referrals

Roles

https://www.chillpay.co/en/
https://www.chillpay.co/en/