V7.3.0 - Embrace the New Calendar Experience & Optimized Deposit and Commission Payout Process

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

Released Date - 12 December 2023

In this new release, we're excited to present the all-new Calendar function—a powerful tool designed to help your team effortlessly manage tasks by providing a comprehensive overview of assignments and their corresponding deadlines. Stay organized and on top of your schedule with this intuitive feature.

We've also fine-tuned our PSP deposit settings to offer you greater flexibility. Now, you have the ability to adjust the deposit amounts submitted by your clients, ensuring they align precisely with the funds received in your PSP. This optimization allows you greater control in streamlining transactions and avoid administrative hassle.

Furthermore, we understand the importance of efficiency in your IB commission processes. With the latest update, you can now choose to disable the display of zero commission data. This thoughtful enhancement not only helps declutter your CRM but also contributes to a more effective commission payout system for your IBs.

Summary

1. New Calendar Function

   • Visualize Tasks with Calendar View: Immerse yourself in an intuitive experience as tasks come to life on the calendar, offering a vivid overview of upcoming deadlines.

   • Enhance Collaboration: Empower each team member to seamlessly integrate tasks into the calendar, facilitating the coordination of goals and workloads with ease.

2. Adjustable PSP Deposits

   • Tailored Deposit Amount: Gain the flexibility to directly adjust deposit amounts based on actual funds received in your PSP, reducing post deposit reconciliation administrative work.

   • Effortless Currency Conversion: Experience automatic currency conversion aligned with the updated deposit amount, ensuring effortless and accurate financial transactions.

3. Conceal Zero IB Commission Data

   • Enhance IB Commission Payout Efficiency: Elevate the speed and efficiency of IB commission payouts, fostering stronger relationships and greater trust with your IBs.

   • Focus on Quality Payouts: Streamline analytics by concentrating on meaningful commission payouts by elimintating zero commission data. This contributes to the overall quality of your financial and business insights for informed decision-making.

New Calendar Function

We have integrated a new calendar function into the Task module, enhancing your organizational capabilities. The Task module has undergone refinement, now featuring 2 distinct menus: Tasks and Calendar.

The functionality of tasks remains unchanged. However, with the newly introducer calendar side menu, you gain the added convenience of viewing all assigned tasks in a cohesive and visually intuitive manner.

1) Permission Settings

The permissions required for accessing the Calendar function is the same as the Task function:

1. Read Tasks: Grants the ability to view tasks and the calendar.

2. Add Tasks: Provides the capability to add tasks conveniently through both the Tasks and Calendar modules.

   

Once permissions are granted, you will be able to view Calendar by navigating to Tasks and clicking on "Calendar" in the side menu.

2) Calendar Functions

Task Display on Calendar View

1. Tasks in the calendar view are presented on a monthly basis.

2. Only tasks with specified due dates will appear in the calendar. These tasks will be shown on the due date within the calendar interface.

Multiple Tasks in a Single Day

1. In the event of multiple tasks scheduled for the same date, the calendar will show uncompleted tasks at the top in chronological order. Completed tasks, also arranged chronologically, are displayed below.

   
2. If there are too many tasks on a single day, a message will appear indicating more tasks.

   
3. Click onto it to view the complete list for that day.

   

Change Calendar Month

1. You can change the calendar month accordingly here:

   

Quick Navigation to Today

1. Today's date will be highlighted.

2. Clicking "Today" will redirect you to today's date.

   

Task Filter

1. By default, you will see tasks on the calendar assigned to you only.

2. If you would like to view tasks for another person, you can select and filter accordingly by name or email here.

3. Unchecking your name will allow you to view everyone's tasks.

   

Adding Tasks on Calendar

1. You can add tasks via the Calendar view as well.

2. Navigate to the due date of the task and click the "+" icon to add a task.

   
3. Fill in the details of the tasks. The deadline will automatically be filled in. You can amend it if necessary.

4. Click "Save".

   
5. The task will be displayed on the calendar.

Editing Tasks on Calendar

1. You can also edit tasks via the calendar.

2. Click onto the task you wish to edit.

   
3. Make the necessary changes and click "Save".

   
4. You can only edit tasks if you are the task creator, assignee or owner of the CRM. Otherwise, you will not be able to edit.

   

Completing Tasks on Calendar

1. To mark a task as complete, just click onto the checkbox next to it.

   
2. Once a task is completed, it will be visibly strikethrough and automatically moved to the bottom of the list.

   
3. Tasks can only be marked as completed by the task creator, task assignee or owner of the CRM. Otherwise, you will not be able to complete the task.

Deleting Tasks on Calendar

1. You can also delete tasks via the calendar view.

2. Click the "Delete" icon beside the task you wish to delete.

   
3. A pop-up notice will appear. Click "Confirm" to proceed to delete the task.

   
4. The task will be removed from the Calendar.

5. You can only delete tasks if you are the task creator, task assignee or owner of the CRM. Otherwise, you will not be able to see the "Delete" icon.

Adjustable PSP Deposits

You now have the ability to modify payment or deposit amounts from clients, aligning seamlessly with the funds received through your PSP. Depending on your approval settings configured, this can be achieved through either manual or automatic processes.

Please be aware that enabling this function comes with an automatic conversion feature. The system will adjust the deposit or payment amount based on the exchange rate if the payment amount and trading amount involve different currencies. Consequently, there may be a variance between the trading amount deposited into the client's trading account or CRM wallet.

1) Enabling Modification of Deposit or Payment Amount

To activate this function, follow these steps:

Step 1

1. Navigate to Settings > Deposit > PSP Settings.

2. Find the PSP you wish to enable this function for and click on the "Edit" icon.

   

Step 2

1. Check the box labeled "Are callbacks allowed to modify the payment amount?"

2. Save your changes by clicking "Save".

   

2) Deposit Approval Process

1. If you have configured the approval process for online deposits to be automatic, rest assured that the deposit or payment amount will align with the callback amount (i.e. the amount received by your PSP). There will be no need for manual adjustments.

   
2. If you have configured the approval process for online deposits to be manual, follow these steps:

   • Navigate to "Approval" > "Deposit".

   • Locate the deposit request you wish to review and click "Review".

     
   • Click on the "Edit" icon.

     
   • Amend the payment amount as needed and click "Save". The trading amount will be adjusted accordingly.

     
   • Once adjustment is made, the logs will be updated to indicate the changes.

   • Proceed to "Approve" the request. The updated amount will be deposited to client's trading account or wallet.

     

Conceal Zero IB Commission Data

You now have the ability to hide zero commission data on your CRM. This enhancement is designed to optimize the process of referral commission payouts, ensuring efficiency and accuracy for all recipients. By concealing data with a 0-commission amount, the system focuses on relevant information, streamlining the payout process and contributing to an overall more efficient operation. This function is only available for Flexible Commissions.

By default, this function is disabled, and you will be able to see $0 commission records on the Flexible Commission Report.

To enable this function, follow these steps:

1. Navigate to Settings > Commission > Flexible Rule Setting.

2. Click "Disable" button beside "Include Zero Commission Records".

   
3. A notice will appear. Click "Confirm" to proceed.

   
4. The Flexible Commission Report will no longer record orders with commission payout amount of $0.