V7.42.0 - 2025 Q2 Quality of Life (QOL) Update Part 2: Continued Enhancements
Greater control. Smoother workflows. Smarter tools.
Released Date - 9 May 2025
Our latest QOL release introduces a range of focused enhancements to improve your daily CRM operations. With refined KYC controls, enhanced notification options, and improved approval visibility, these updates are built to make your workflows more efficient and intuitive.
Whether you're handling client requests, setting up accounts, or managing compliance, this update provides practical tools that help you stay organized, responsive, and in control—every step of the way.
Key Function Highlights
Pending Request Counter in Approval Menu: The Approval Module now shows the number of pending requests directly in the navigation menu—giving you an instant snapshot without needing to open the module.
Trading Disabled Until First Deposit: New trading accounts can now be configured to have trading disabled by default. Trading will be automatically enabled once the account is funded through a deposit, internal transfer, rebate, bonus, or contest reward. This prevents premature trade attempts that may result in excess error logs and system load.
Independent KYC Configuration for Live and Demo: You can now configure KYC requirements separately for live and demo accounts. Clients will also see a KYC prompt before completing the account creation form—providing greater clarity and setting expectations upfront.
BCC Support: Add BCC recipients to system emails for better internal visibility and archiving.
New Client Alerts: Clients will now receive real-time updates on withdrawal requests, IB registrations, KYC submission failures, and multi-step withdrawal progress.
"Remarks" Included in Notifications to Referrals: When a client request is approved or rejected, any internal remarks—such as rejection reasons—will now be shared with the associated Referrals, improving transparency and communication.
Default Asset Class Settings for Fortex Accounts: Set default asset classes for Fortex accounts directly within the CRM. These settings will auto-apply to new Fortex accounts, ensuring consistent setup without manual configuration.
1) Pending Request Counter in Approval Menu
The Approval Module now shows the number of pending requests directly in the navigation menu—giving you an instant snapshot without needing to open the module.
2) Trading Disabled Until First Deposit
New trading accounts can now be configured to have trading disabled by default. Trading will be automatically enabled once the account is funded through a deposit, internal transfer, rebate, bonus, or contest reward. This prevents premature trade attempts that may result in excess error logs and system load.
To configure, follow these steps:
3) Independent KYC Configuration for Live and Demo
You can now configure KYC requirements separately for live and demo accounts.
To do so, follow these steps:
Edit KYC Configuration Settings
Go to "Settings" > "KYC" > "KYC Configuration".
Click the "Edit" icon.
The previous “Create Account” option has been split into two: “Create Live Account” and “Create Demo Account.”
You now have separate control over KYC restrictions for live and demo accounts.
Selecting “Create Live Account” means clients must complete KYC before submitting a live trading account request.
Selecting “Create Demo Account” means clients must complete KYC before submitting a demo trading account request.
Click the "Save" icon to save your changes.
Application
When a client attempts to submit a Create Account request, a pop-up will now appear before the account creation form, informing them to complete their KYC verification first.
Clients can click “KYC Verification” to be redirected directly to the KYC form.
Previously, this prompt appeared after the account creation form was completed. It now appears upfront to guide clients earlier in the process.
4) Smarter System Notifications
A) BCC Support
You can now add BCC recipients to system emails for better internal visibility and archiving. To do so, follow these steps:
Configure BCC
Navigate to "Settings" > "Notification Setting" > "Notification Templates".
The BCC function is available for Email Templates only and does not apply to Popup Templates.
To configure BCC, locate the desired email template and click the "Edit" icon.
Select the backoffice users you wish to BCC.
Click "Save".
B) New Client Alerts
We’ve added new email and pop-up notifications to enhance visibility across key processes:
Your Withdrawal Request is Pending Processing
Notifies clients that their withdrawal request has been received and is currently being processed by the team.
IB Registration Pending Processing
Notifies clients that their IB registration request has been received and is under review.
Your Account Verification is Pending Approval
Notifies clients that their KYC submission has been received and is awaiting approval.
Multi-Level Approval Pending
Notifies internal team members involved in multi-level approval flows that a request has been approved by the previous level and is now pending their action.
By default, these newly added email and pop-up notifications are disabled. To enable them, follow these steps:
Enable & Configure Templates
Locate the desired notification template and click the "Enable" icon to activate it.
To make changes, click the "Edit" icon.
Apply the necessary amendments, and then click "Save".
Once enabled, emails will be automatically sent by the system based on the configured trigger.
C) "Remarks" Included in Notifications to Referrals
When a client request is approved or rejected, any internal remarks—such as rejection reasons—will now be shared with the associated Referrals, improving transparency and communication.
This applies to the following notification templates:
Your Client's Account Opening Request Has Been Processed
Your Client's Deposit Request Has Been Processed
Your Client's Registration Request Has Been Processed
Your Client's Withdrawal Request Has Been Processed
To include remarks in referral email or pop-up notifications, follow these steps:
5) Default Asset Class Settings for Fortex Accounts
You can now set default asset classes for Fortex accounts directly within the CRM. These settings will auto-apply to new Fortex accounts, ensuring consistent setup without manual configuration.
To do so, follow these steps:
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