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

# 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="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FvqEK7jH7Pxvyk4A0rX6N%2Fimage.png?alt=media&#x26;token=13252b00-4eae-4553-8afd-a42750728d36" 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="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FUC1G0KllD7apmcJbrOxX%2Fimage.png?alt=media&#x26;token=23fa8bbc-9131-4fb3-8f27-2e184b2cb6ca" 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. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FGzS7hN8YVHU8a7yOILQE%2Fimage.png?alt=media&#x26;token=b1db0046-da04-4860-9259-7c99007911a1" alt=""><figcaption></figcaption></figure>
2. Select the trading accounts you wish to delete.&#x20;
3.  Click "Delete". \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FbRxPsJEcwVpf9G0sZC47%2Fimage.png?alt=media&#x26;token=631a4bb6-a447-4636-b99a-a68fb6466297" 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. \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FYX4uUs69iekagl3sMzOS%2Fimage.png?alt=media\&token=fa2c3679-4f02-46dc-bb00-442272ba72ba)\

{% 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. \
   \
   ![](https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FKrPujSqnuzRP43g4GP2V%2Fimage.png?alt=media\&token=f68893b0-ab65-4c33-9f52-5a866852c721)\

{% 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. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FAxBqOuiTGpoluiabSR2c%2Fimage.png?alt=media&#x26;token=cec1a931-09ac-4076-9b48-9fcae96ff93c" alt=""><figcaption></figcaption></figure>
3.  You will be able to view the details of each individual record. \


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FNNLGROmuvsQqdEfatEkk%2Fimage.png?alt=media&#x26;token=10feeccb-3740-4143-9013-ff5931682990" 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="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FIbiuCTZIiaHXCgbxzsdr%2Fimage.png?alt=media&#x26;token=56d6e155-b6ad-4953-8ef3-1ce32ba744ae" alt=""><figcaption></figcaption></figure>
