V7.27.0 - Reinforced Security, Expanded API Functions, and Reporting Improvements
Learn about all the details of all our recent CRM updates here.
Last updated
Learn about all the details of all our recent CRM updates here.
Last updated
Released Date - 15 November 2024
This latest release bolsters security, enhances API automation, streamlines email workflows, and introduces advanced reporting tools. Highlights include mandatory 2FA for password resets, detailed payment transaction insights via API, and jurisdiction-based filtering for targeted reporting. Read on to explore the full range of updates.
: Strengthen account protection by requiring two-factor authentication during password reset processes, safeguarding against unauthorized access.
: Automatically alert clients in real-time when updates are made to sensitive personal details such as email addresses or phone numbers, promoting proactive security awareness.
: Define limits on failed login attempts for both clients and admins, triggering automatic account suspension after repeated failures to mitigate security risks.
: Access transaction remarks or comments from your PSP directly in the CRM using the newly added "Comments" field in the PSP integration API, simplifying monitoring and tracking.
: Retrieve hierarchical relationship data using user IDs or emails via API, simplifying integration with third-party platforms.
: Email logs now display only the current day’s activity by default, enabling faster and more efficient review of recent communications.
: Quickly analyze email activity with a new summary displaying the total number of emails sent, visible at the end of the report.
: Toggle server identity verification to enhance compatibility with a broader range of email providers.
: A newly available report that provides clients with detailed insights into their trading accounts, covering deposits, withdrawals, bonuses, and credits—all accessible through the client portal.
: Refine reports and requests using a country code filter, allowing for targeted analysis by jurisdiction.
You can now strengthen account protection by requiring two-factor authentication during password reset processes, safeguarding against unauthorized access.
To do so, follow these steps:
Navigate to Settings > Security Settings.
Click the "Edit" icon.
The CRM will now automatically alert clients in real-time when updates are made to sensitive personal details such as email addresses or phone numbers, promoting proactive security awareness.
You can define limits on failed login attempts for both clients and admins, triggering automatic account suspension after repeated failures to mitigate security risks.
To do so, follow these steps:
Navigate to Settings > Security Settings.
Click the "Edit" icon.
You can now access transaction remarks or comments from your PSP directly in the CRM using the newly added "Comments" field in the PSP integration API, simplifying monitoring and tracking.
You can retrieve hierarchical relationship data using user IDs or emails via API, simplifying integration with third-party platforms. For more details on the API, please contact your dedicated account manager.
Email logs now display only the current day’s activity by default, enabling faster and more efficient review of recent communications.
You can quickly analyze email activity with a new summary displaying the total number of emails sent, visible at the end of the report.
You can toggle server identity verification to enhance compatibility with a broader range of email providers.
By default, server identity verification is enabled.
A newly available report that provides clients with detailed insights into their trading accounts, covering deposits, withdrawals, bonuses, and credits—all accessible through the client portal.
You will need to provide your clients with the permissions to view this report:
Once permissions are granted, clients will be able to view the Account Capital report.
You can refine reports and requests using a country code filter, allowing for targeted analysis by jurisdiction.
To do so, follow these steps:
Navigate to Reports or Approval.
Click the "Filter" icon.
Your client will need to fill in the OTP and click "Verify".
Client will need to input their username and new password to login to the CRM.
Upon clicking the confirmation link in the email, your clients will be able to see that the changes have been applied.
When your client or admin user's login attempt has failed, they will see a notification to inform them of the remaining number of attempts remaining.
If the failed login attempt reaches the maximum limit configured, a notification will be displayed to inform the client or admin user that their account has been suspended.
To disable it, simply uncheck the option during email configuration.
Click "Search".