V7.16.0 - Multi-Module Optimizations

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

Released Date - 28 June 2024

Exciting updates await in our latest release, focused on enhancing your CRM experience. Benefit from streamlined operations, improved flexibility in permissions, optimized deposit processes, and enhanced reporting capabilities. Stay ahead with these new enhancements designed to empower your operations and decision-making. Discover more below!

Summary

1. Operational Efficiency Enhancements

   • Default Expert Advisor (EA) Trading Configuration: Stay competitive by enabling EA Trading by default across all MT5 accounts, removing the need for individual adjustments for each account. You can still choose to disable EA by default if preferred.

   • Demo Account Operations: To better segregate demo accounts, operational settings like 'commission rebates' and 'deposits & withdrawals' are now automatically disabled by default for demo accounts. This prevents demo data from merging with real data and simplifies management, eliminating the need for admins to adjust each new demo account individually.

2. Flexible Permissions

   • Notes Deletion: You can now customize admin user permissions for deleting notes on client profile pages. This allows authorized users, in addition to the note's author, to manage note deletion, enhancing team efficiency.

   • Trading Competition: You can now specify which client groups have access to the trading competition module, allowing for targeted participation based on client segmentation.

3. Optimized Cancellation of Online Deposits

   • Online Payment/Deposit Request Cancellation: Empower your clients to cancel their online payment/deposit requests if they change their mind before processing. Admins can also limit which payment statuses are eligible for cancellation.

   • Automatic Cancellation for Failed Deposits: Configure the system to automatically cancel failed payments/deposits, reducing the need for manual intervention or cleanups.

4. Addition of Field Description

   • Enhance the intuitiveness of your registration and KYC forms by adding descriptions and details, thereby simplifying the registration process and improving clarity.

5. Advanced Data Analytics for Your Traders

   • Addition of Equity Data: Enable your traders to view the equity data of their trading accounts directly through the Accounts Dashboard, ensuring seamless access to essential trading information.

   • Entry Type Filter: Your traders can now filter their MT5 trading reports by entry type, enabling detailed searches and data customization based on specific needs.

   • Payment Platform Filter: Your traders can now filter their "Clients' Report" by payment method, facilitating tailored searches to meet specific requirements.

6. Enhanced Client List for Your Admins

   • SumSub Verification Status: View SumSub Authentication and SumSub Document Verification Status directly on the "Client List", providing a comprehensive overview of your clients' onboarding status.

   • Segregation of Live and Demo Trading Accounts: Trading accounts are now categorized into Live and Demo categories, offering distinct visibility for better account management.

   • System Tag Optimization: System tags now exclusively consider live trading accounts, offering a more accurate overview of client status by excluding demo accounts.

1) Operational Efficiency Enhancements

A) Default Expert Advisor (EA) Trading Configuration

Stay competitive by enabling EA Trading by default across all MT5 accounts, removing the need for individual adjustments for each account. You can still choose to disable EA by default if preferred.

To do so, follow these steps:

Step 1

1. Navigate to Settings > Trading Platform Settings.

2. Locate your MT5 platform and click the "..." icon.

   

Step 2

1. Click "Edit".

   
2. Select "Enable Expert Advisors by Default".

3. Click "Save".

   

Step 3

EA will be enabled by default for all MT5 trading accounts.

B) Demo Account Operations

To better segregate demo accounts, operational settings like 'commission rebates' and 'deposits & withdrawals' are now automatically disabled by default for demo accounts. This prevents demo data from merging with real data and simplifies management, eliminating the need for admins to adjust each new demo account individually.

2) Flexible Permissions

A) Notes Deletion

You can now customize admin user permissions for deleting notes on client profile pages. This allows authorized users, in addition to the note's author, to manage note deletion, enhancing team efficiency.

To do so, you will need to enable the "Delete Notes" permission.

With the permissions enabled, you can delete notes that are not created by you:

B) Trading Competition

You can now specify which client groups have access to the trading competition module, allowing for targeted participation based on client segmentation.

To do so, simply enable or disable the "Trading Competition" permissions for your client groups.

Clients in groups where the Trading Competition is disabled will not be able to view the "Trading Competition" module in the CRM Client Portal.

3) Optimized Cancellation of Online Deposits

A) Online Payment/Deposit Request Cancellation

Empower your clients to cancel their online payment/deposit requests if they change their mind before processing. You can also limit which payment statuses are eligible for cancellation.

To do so, follow these steps:

Step 1

1. Navigate to Settings > Transaction Settings > Deposit Settings.

2. Under "Deposit Request Settings", click the "Edit" icon.

   

Step 2

1. "The payment platform is "Other"." will be manually selected by default and cannot be unselected, as this function is specifically for online payment methods only.

2. Select the following options:

   • The online payment status is "Pending" - allows clients to cancel online payment methods that are currently pending.

   • The online payment status is "Failed" - allows clients to cancel online payment methods that have failed.

3. Click the "Save" icon.

   

Step 3

Your client will be able to cancel the respective deposit requests.

B) Automatic Cancellation for Failed Deposits

Configure the system to automatically cancel failed payments/deposits, reducing the need for manual intervention or cleanups.

To do so, follow these steps:

Step 1

1. Navigate to Settings > Approval Settings.

2. Click the "Edit" icon.

   

Step 2

1. Select "Automatically cancel the deposit request when the payment status is "Failed".

2. Click "Save".

   

4) Addition of Field Description

Enhance the intuitiveness of your registration and KYC forms by adding descriptions and details, thereby simplifying the registration process and improving clarity.

This function is available in the following modules:

1. Login/Registration Settings

2. KYC

To configure field descriptions, follow these steps:

Step 1

1. Navigate to either "Login/Registration" Settings or "KYC Dynamic Form".

2. Locate the field you wish to add description for and click the "Edit" icon.

   

Step 2

1. Fill in the "Field Description" in the respective languages.

2. The maximum number of characters allowed is 1,000.

3. Click "Save".

   

Step 3

Your clients will be able to view the description when they hover their cursor over the "?" icon.

5) Advanced Data Analytics for Your Traders

A) Addition of Equity Data

Your clients can now view the equity data of their trading accounts directly through the Accounts Dashboard, ensuring seamless access to essential trading information.

B) Entry Type Filter

Your traders can now filter their MT5 trading reports by entry type, enabling detailed searches and data customization based on specific needs.

C) Payment Platform Filter

Your traders can now filter their "Clients' Report" by payment method, facilitating tailored searches to meet specific requirements.

6) Enhanced Client List for Your Admins

A) SumSub Verification Status

View SumSub Authentication and SumSub Document Verification Status directly on the "Client List", providing a comprehensive overview of your clients' onboarding status.

You can also filter the Client List via the respective SumSub verification statuses.

B) Segregation of Live and Demo Trading Accounts

Trading accounts are now categorized into Live and Demo categories, offering distinct visibility for better account management.

C) System Tag Optimization

System tags now exclusively consider live trading accounts, offering a more accurate overview of client status by excluding demo accounts.

• Account Opened: The client has opened a live trading account with you.

• Deposited: The client has deposited funds with you, either to the CRM wallet or directly into their live trading account.

• Traded: The client has executed trades in their live trading account.

For instance, if a client has opened a demo trading account and placed trades, the system tag will not mark "Account Opened" or "Traded" for the client.