V7.16.0 - Multi-Module Optimizations
Learn about all the details of all our recent CRM updates here.
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Last updated
Learn about all the details of all our recent CRM updates here.
Last updated
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!
: 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 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.
: 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.
: You can now specify which client groups have access to the trading competition module, allowing for targeted participation based on client segmentation.
: 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.
: Configure the system to automatically cancel failed payments/deposits, reducing the need for manual intervention or cleanups.
Enhance the intuitiveness of your registration and KYC forms by adding descriptions and details, thereby simplifying the registration process and improving clarity.
: Enable your traders to view the equity data of their trading accounts directly through the Accounts Dashboard, ensuring seamless access to essential trading information.
: Your traders can now filter their MT5 trading reports by entry type, enabling detailed searches and data customization based on specific needs.
: Your traders can now filter their "Clients' Report" by payment method, facilitating tailored searches to meet specific requirements.
: View SumSub Authentication and SumSub Document Verification Status directly on the "Client List", providing a comprehensive overview of your clients' onboarding status.
: Trading accounts are now categorized into Live and Demo categories, offering distinct visibility for better account management.
: System tags now exclusively consider live trading accounts, offering a more accurate overview of client status by excluding demo accounts.
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:
Navigate to Settings > Trading Platform Settings.
Locate your MT5 platform and click the "..." icon.
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.
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:
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.
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:
Navigate to Settings > Transaction Settings > Deposit Settings.
Under "Deposit Request Settings", click the "Edit" icon.
Configure the system to automatically cancel failed payments/deposits, reducing the need for manual intervention or cleanups.
To do so, follow these steps:
Navigate to Settings > Approval Settings.
Click the "Edit" icon.
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:
Login/Registration Settings
KYC
To configure field descriptions, follow these steps:
Navigate to either "Login/Registration" Settings or "KYC Dynamic Form".
Locate the field you wish to add description for and click the "Edit" icon.
Your clients can now view the equity data of their trading accounts directly through the Accounts Dashboard, ensuring seamless access to essential trading information.
Your traders can now filter their MT5 trading reports by entry type, enabling detailed searches and data customization based on specific needs.
Your traders can now filter their "Clients' Report" by payment method, facilitating tailored searches to meet specific requirements.
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.
Trading accounts are now categorized into Live and Demo categories, offering distinct visibility for better account management.
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.
