> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-version-release-notes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-version-release-notes/v7.28.0-streamlined-client-management-enhanced-api-features-and-improved-user-experience.md).

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

**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!

### <mark style="color:red;">Key Function Highlights</mark>

1. [**New "Trading Competition" System Tag**](#id-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**](#id-2-batch-deletion-of-trading-accounts): Easily delete multiple accounts in a single bulk action within the CRM, improving efficiency.
3. [**Leads Creation API**](#id-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**](#id-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.

### <mark style="color:red;">**1)   New "Trading Competition" System Tag**</mark>

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

<figure><img src="/files/h9TjDs3peGqjTXEpSAzo" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/4oSPey0W3rKCHpz5JReN" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**2)   Batch Deletion of Trading Accounts**</mark>

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

To do so, follow these steps:&#x20;

{% tabs %}
{% tab title="Step 1" %}

1. Navigate to Clients > Trading Accounts. <br>

   <figure><img src="/files/vDJEcxaJjJ3yUr5Pz2BX" alt=""><figcaption></figcaption></figure>
2. Select the trading accounts you wish to delete.&#x20;
3. Click "Delete". <br>

   <figure><img src="/files/xVq5LT0LX3xg60haFEU9" alt=""><figcaption></figcaption></figure>

{% endtab %}

{% tab title="Step 2" %}

1. A popup notice will appear to inform you that the data cannot be recovered after deletion.&#x20;
2. Click "Confirm" to proceed. \
   \
   ![](/files/MqYJ1fL5AAHpG4p8BNEk)<br>
   {% endtab %}

{% tab title="Step 3" %}

1. Upon confirmation, a popup notice will appear to inform you that the batch operation is being processed.&#x20;
2. Click "Confirm" to proceed to view the batch operation records. \
   \
   ![](/files/4drXMBzuOTw3ms6qrhJl)<br>
   {% endtab %}

{% tab title="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. <br>

   <figure><img src="/files/RYrrdV0hIx3qnbDp22pw" alt=""><figcaption></figcaption></figure>
3. You will be able to view the details of each individual record. <br>

   <figure><img src="/files/acmYDb4df2woTXyZwo5i" alt=""><figcaption></figcaption></figure>

{% endtab %}
{% endtabs %}

### <mark style="color:red;">**3)   Leads Creation API**</mark>&#x20;

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.&#x20;

### <mark style="color:red;">**4)   Enhanced Navigation for Embedded Links**</mark>

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

<figure><img src="/files/fngQPlJgKIfN4xySeJPF" alt=""><figcaption></figcaption></figure>