V7.21.0 - Multi-Module Enhancements

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

Released Date - 6 September 2024

We’re excited to introduce several key enhancements in V7.21.0, designed to improve the user experience for both brokers and traders. Customizable two-factor authentication now allows clients to choose between email or authenticator app OTP based on their preferences. The updated dashboard offers deeper insights into deposit and withdrawal activities, providing a clearer overview of financial inflows and outflows. These updates, along with many other improvements, are focused on boosting efficiency and ease of use. Read on for a detailed look at these upgrades.

Key Function Highlights

1. Flexible Two-Factor Authentication:

   • Authentication Options: Let clients choose between email or app-based OTP for added convenience and flexibility.

   • Customizable 2FA Settings: Set mandatory 2FA for specific operations to align with your security needs.

2. Refined Dashboard Overview: Gain a comprehensive view of your fund inflows, outflows, and overall financial standing with insights into the top 10 accounts by deposit and withdrawal volume, excluding internal transfers and system-generated transactions like commissions or bonuses.

3. Streamlined Deposit & Withdrawal Management:

   • Individualized Control: Assign specific deposit and withdrawal methods to individual clients, for greater control beyond client groups.

   • Simplified Transfers: Clients can easily copy deposit details using the "Quick Copy" button, reducing manual entry and minimizing errors.

4. Expanded Client Data and Filtering Options: Access more granular client information with new filters, including nationality, KYC fields (Passport No, DOB, Gender), and last login time, for improved client segmentation and management.

5. Auto-Sync Nationality to MT Accounts: Client nationality is now synced from the CRM to MT trading accounts, ensuring accurate and up-to-date information. This automated process removes the need for manual updates, maintaining consistency across systems.

6. New KYC Numeric Field: Introducing a 'Numbers' field type in your KYC form, which restricts inputs to numeric values only—perfect for fields such as bank account numbers and card details.

7. Automated Self-Rebate for Specific Client Types: Automatically assign self-rebate to specific client types upon account creation, eliminating manual adjustments and saving time.

8. Bulk Email Notifications to All Leads: Improve communications with the ability to send email notifications to all leads in one step, simplifying your outreach.

9. Automated Client Name Formatting: The CRM now automatically removes extra spaces in client names, ensuring accurate data integration and preventing errors with payment service providers and third-party platforms.

1) Flexible Two-Factor Authentication

A) Authentication Options

You can now let your clients choose between email or app-based OTP for added convenience and flexibility.

To turn on Two-Factor Authentication (2FA), follow these steps:

Step 1

1. Navigate to My Profile > Settings.

2. Enable "Multi-Factor Authentication".

   

Step 2

1. Select your preferred authentication method:

   • Authenticator App

   • Email
2. For Authenticator App, follow the instructions, fill in the OTP and click "Submit".

3. For Email, the verification email will be sent to your email address. Retrieve the OTP code, fill it in and click "Submit".

4. If the verification email is not received, you can click "Resend".

Step 3

1. Once you have enabled Multi-Factor Authentication, you will see that the button is enabled.

   
2. To disable, simply click the same button, fill in the OTP and click "Verify".

Once you have enabled 2FA, you will need to enter the OTP each time you log in to the CRM.

B) Customizable 2FA Settings

Previously, enabling mandatory 2FA meant that your clients had to input the verification code when logging in, depositing, withdrawing, or transferring funds. Now, you have the flexibility to choose which specific operations will require 2FA, allowing for a more tailored approach.

To configure mandatory 2FA verification settings, follow these steps:

Step 1

1. Navigate to Security Settings.

2. Click "Edit."

   

Step 2

1. Select the operations for which 2FA will be mandatory for your clients. By default, "Login" cannot be unchecked.

2. Click "Save".

   

Once you have configured the operations that require mandatory 2FA, your clients will need to enter the OTP code to proceed.

2) Refined Dashboard Overview

In the CRM dashboard, you can now gain a comprehensive view of your fund inflows, outflows, and overall financial standing with insights into the top 10 accounts by deposit and withdrawal volume, excluding internal transfers and system-generated transactions like commissions or bonuses.

3) Streamlined Deposit & Withdrawal Management

We have simplified the deposit and withdrawal process, making it easier and more efficient for both you and your clients.

A) Individualized Control

Previously, you could assign deposit and withdrawal methods to client groups. Now, you can assign them to individual clients as well, for greater control beyond client groups.

To do so, follow these steps:

Step 1

1. Navigate to Deposit Settings or Withdrawal Settings.

2. Locate the Deposit / Withdrawal method and click "Edit".

   

Step 2

1. Select the specific clients to whom you want the deposit or withdrawal method to apply.

2. Click "Save".

   

B) Simplified Transfers

Clients can easily copy deposit details using the "Quick Copy" button, reducing manual entry and minimizing errors.

To do so, your client can simply click the "Copy" icon.

4) Expanded Client Data and Filtering Options

We've added new columns to the Client List, providing a more comprehensive view of your clients' information:

• Nationality (Registration): Shows the nationality entered during the initial registration process.

• KYC Fields: Includes details such as identity / passport number, date of birth, and gender as filled out during the KYC process.

• Last Login Time: Indicates the client's most recent login to their CRM account.

Furthermore, you can now filter the Client List for a more refined search using these additional criteria:

1. Nationality (Registration)

2. Nationality (KYC)

3. KYC Fields, including Gender, Date of Birth, and Identification/Passport No.

4. Last Login Time:

   • "Is": Filter last login time within the selected date range.

   • "Not": Filter last login time outside of the selected date range.

5) Auto-Sync Nationality to MT Accounts

You can now automatically sync client nationality from the CRM to MT trading accounts, ensuring accurate and up-to-date information. This automated process removes the need for manual updates, maintaining consistency across systems.

Kindly note that this function is applicable only to MT4 and MT5.

To do so, follow these steps:

Step 1

1. Navigate to Settings > Trading Platform Settings.

2. Locate the trading platform you wish to configure, click the "..." icon, and select "Edit."

   

Step 2

1. Under "Sync Automatically with Trading Platform", select "Nationality (Registration)".

2. Click "Save".

3. The client's nationality provided during the registration process will be automatically synced to the trading platform.

6) New KYC Numeric Field

We have introduced a 'Numbers' field type in your KYC form, which restricts inputs to numeric values only—perfect for fields such as bank account numbers and card details.

To add the "Numbers" field type to your KYC form, follow these steps:

Step 1

1. Navigate to Settings > KYC > KYC Dynamic Form.

2. Select the KYC Form you wish to amend.

3. Click "New Field".

   

Step 2

1. Select the "Number" field type.

2. Fill in the Field Name (Mandatory) and Field Description (Optional).

3. Check "Required" if this field must be filled.

4. Specify the Minimum Value and Maximum Value allowed.

5. Click "Save".

Step 3

1. When your clients are filling in the KYC form, they will now need to fill in the newly added field.

2. Hovering over the "?" icon will display the Field Description.

   
3. If they enter characters instead of numbers, a notification will alert them that only numeric values are accepted.

   

7) Automated Self-Rebate for Specific Client Types

You can now automatically assign self-rebate to specific client types upon account creation, eliminating manual adjustments and saving time.

To do so, follow these steps:

Step 1

1. Navigate to Settings > Approval Settings.

2. Click the "Edit" icon.

   

Step 2

1. Select the Client Types for which you want to enable Automatic Self-Rebate.

2. Click the "Save" icon.

   

Step 3

When your clients register for a trading account, the "Rebate Customer" will be automatically set to themselves, eliminating the need for manual adjustments.

8) Bulk Email Notifications to All Leads

You can now improve communications with the ability to send email notifications to all leads in one step, simplifying your outreach.

To do so, follow these steps:

Step 1

1. Navigate to "Notify".

2. Click "Send Email".

   

Step 2

1. Under "Recipients", select "Leads".

2. Click "All Leads".

3. Craft your email and click "Send".

   

9) Automated Client Name Formatting

The CRM now automatically removes extra spaces in client names, ensuring accurate data integration and preventing errors with payment service providers and third-party platforms. This enhancement ensures that client data is consistently accurate and standardized, minimizing the risk of errors during data integration with payment service providers (PSPs) and third-party platforms.