V7.28.0 - Streamlined Client Management, Enhanced API Features & Improved User Experience

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

Released Date - 26 November 2024

This latest release focuses on delivering a more efficient, integrated, and user-friendly experience. Key updates include a new system tag for tracking trading competition accounts, batch deletion of trading accounts, a new lead creation API for third-party integrations, and improved browsing flexibility for custom navigation links. Read on to find out more!

Key Function Highlights

1. New "Trading Competition" System Tag: All accounts participating in trading competitions are now automatically identified and tagged, simplifying their tracking and management within the CRM.

2. Batch Deletion of Trading Accounts: Easily delete multiple accounts in a single bulk action within the CRM, improving efficiency.

3. Leads Creation API: This new API enables seamless integration with third-party lead generation systems, simplifying the addition and management of leads directly within the CRM.

4. Enhanced Navigation for Embedded Links: Embedded links on your custom navigation pages can now open in a new tab, offering clients a smoother browsing experience.

1) New "Trading Competition" System Tag

All accounts participating in trading competitions are now automatically identified and tagged, simplifying their tracking and management within the CRM.

You can also filter trading accounts using the "Trading Competition" system tag, allowing for a more refined search and in-depth analysis of accounts actively participating in trading competitions.

2) Batch Deletion of Trading Accounts

You can now easily delete multiple accounts in a single bulk action within the CRM, improving efficiency.

To do so, follow these steps:

Step 1

1. Navigate to Clients > Trading Accounts.

   
2. Select the trading accounts you wish to delete.

3. Click "Delete".

   

Step 2

1. A popup notice will appear to inform you that the data cannot be recovered after deletion.

2. Click "Confirm" to proceed.

Step 3

1. Upon confirmation, a popup notice will appear to inform you that the batch operation is being processed.

2. Click "Confirm" to proceed to view the batch operation records.

Step 4

1. You will be redirected to the Batch Operation Record page.

2. You can click the "View" icon to view the status of each record as well.

   
3. You will be able to view the details of each individual record.

   

3) Leads Creation API

This new API enables seamless integration with third-party lead generation systems, simplifying the addition and management of leads directly within the CRM. For more details regarding this API, please reach out to your dedicated account manager.

4) Enhanced Navigation for Embedded Links

Embedded links on your custom navigation pages can now open in a new tab, offering clients a smoother browsing experience.