V7.36.0 - 2025 Q2 Quality of Life (QOL) Update
More control. Smoother workflows. Smarter insights.
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Last updated
More control. Smoother workflows. Smarter insights.
Last updated
Released Date - 5 March 2025
Our QOL update introduces a range of quality-of-life improvements designed to enhance your day-to-day experience with the CRM. From enhanced wallet permissions to streamlined data entry and smarter engagement tracking, these updates focus on making your operations faster, simpler, and more intuitive—without compromising on power or control.
Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.
: Configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.
: Track client and lead engagement more effectively with new timestamps for last calls and email interactions. Easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.
: You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.
: View the "First Deposit Amount" in the "Comprehensive Account Report" to better evaluate client profitability and growth. Compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.
: "Client IDs" are now visible in "Request Reports", making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.
You can now configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.
To do so, follow these steps:
Identify the wallet you wish to configure permissions for and click the "View" icon.
Click the "Edit" icon.
You can now configure permissions for deposits, withdrawals, and transfers. By default, all functions are enabled.
To disable any function, simply select "No" via the dropdown list.
You can track client and lead engagement more effectively with new timestamps for last calls and email interactions. Furthermore, you can easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.
We’ve added two new fields to the Clients and Leads Module to allow you to track client and lead engagement effortlessly:
Last Call Time
Last Email Time
Additionally, you can sort the client list based on the last call time and last email time to easily identify clients in need of follow-up. To sort the client list simply click the "Sort" icon.
Furthermore, you can filter clients and leads based on these metrics by specifying a date range.
You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.
This function applies to date fields required during registration or KYC.
Registration Forms
KYC Form
When date fields are configured in either of these modules, your clients will see the required date format when they click the field.
They can either manually input the date or use the calendar navigation.
If they manually enter the date and the format is incorrect, an error message will be displayed.
When amending date fields for clients via the Back Office portal, the same concept applies. You can manually enter dates or use the calendar for navigation. If an incorrect format is entered, an error message will be displayed.
You can view the "First Deposit Amount" in the "Comprehensive Account Report" to better evaluate client profitability and growth. This allows you to compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.
To view the "First Deposit Amount" field, follow these steps:
You can also filter the report based on the "First Deposit Amount" by specifying a minimum or maximum range. The report will then display accounts with first deposit amounts within the selected range.
"Client IDs" are now visible in "Request Reports", making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.
"Client IDs" are added to the following request reports:
Open Account
Update Leverage
Deposit
Withdrawal
KYC
Upgrade to IB
Reset Password
New Withdrawal Information
Trading Competition
Prop Trading Participation
Prop Trading Live Step
"Client IDs" are not included in the Trader Registration and IB Registration Request reports, as client IDs have not been created during these processes yet.
To view "Client IDs" in the Request Reports, follow these steps:
You can also filter the report based on "Client ID".
Click "Confirm".
If you fill in the minimum amount, the maximum amount will become a required field.
Conversely, if you enter a maximum amount, the minimum amount will automatically default to 0, but you can adjust it as needed.
Click "Confirm".
Back Office - CRM Wallet
Back Office - Client Details Page
Back Office - Creation of Withdrawal Request
Client Portal - Submitting Withdrawal Request
Back Office - Creation of Internal Transfer Request
Back Office - Creation of Third Party Transfer Request
Client Portal - Submitting Internal Transfer Request
Client Portal - Submitting Third Party Transfer Request
Back Office - CRM Wallet
Back Office - Client Details Page
Back Office - Creation of Deposit Request
Client Portal - Submitting Deposit Request
The "Withdraw" button will no longer be visible for that wallet.
Clicking "Change Balance" for the CRM wallet will show the "Currency" field, but no options will appear, preventing withdrawals.
When creating a Withdrawal request for the client, "Wallet" will not appear as an available account to withdraw funds from.
When submitting a Withdrawal request, "Wallet" will not appear as an available account to withdraw funds from.
When creating an Internal Transfer request for the client, "Wallet" will not appear as an available account for both Source Account and Target Account.
When creating a Third Party Transfer request for the client, "Wallet" will not appear as an available account for the Source Account.
When creating a Third Party Transfer request from a client to a client with disabled transfer permissions for their wallet, "Wallet" will not appear as an available account for the Target Account.
When submitting an Internal Transfer request, "Wallet" will not appear as an available account for both Source Account and Target Account.
When submitting a Third Party Transfer request, "Wallet" will not appear as an available account for Source Account.
When a client submits a Third Party Transfer request to a client with disabled transfer permissions for their wallet, they will still be able to enter the wallet ID. However, upon submitting the request, a popup error will appear, stating that transfers to the target wallet are not allowed.
The "Deposit" button will no longer be visible for that wallet.
Clicking "Change Balance" for the CRM wallet will show the "Currency" field, but no options will appear, preventing deposits.
When creating a Deposit request for the client, "Wallet" will not appear as an available account to deposit funds into.
When submitting a Deposit request, "Wallet" will not appear as an available account to deposit funds into.
