> 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/v7.62.0-enhanced-branding-and-user-experience.md).

# V7.62.0 – Enhanced Branding & User Experience

*<mark style="color:$info;">Learn about all the details of all our recent CRM updates here.</mark>*

**Released Date - 20 January 2026**

This release introduces new enhancements across the Back Office Portal and Client Portal, with a focus on deeper brand customization, faster admin workflows, and improved client usability. Brokers can now transform the CRM interface with highly customizable color schemes across Light Mode and Dark Mode, while the redesigned "Approval" navigation makes it easier for admin teams to monitor pending requests and act on them quickly.

On the Client Portal, the update improves everyday usability with a new dashboard "Transfer" shortcut, greater control over embedded page access, and cTrader Single Sign-On (SSO) for quicker trading account access. Together, these enhancements create a more branded, efficient, and intuitive CRM environment for both brokers and clients.

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

1. [**Custom Color Scheme Configuration**](#id-1-custom-color-scheme-configuration): Brokers can now take their CRM branding even further with advanced, fully configurable color settings for both Light Mode and Dark Mode. Beyond the default themes, the new custom mode allows individual interface elements — including primary colors, page backgrounds, text shades, status colors, borders, dividers, and supporting UI accents, to be configured separately. This gives brokers greater control over the CRM’s visual identity, helping the platform feel more consistent, distinctive, and aligned with their brand.
2. [**"Approval" Navigation Enhancement**](#id-2-approval-navigation-enhancement): The "Approval" navigation menu has been redesigned for faster access and clearer task visibility. Brokers can now expand the Approval menu directly from the main navigation to view all approval categories, along with real-time pending request counts for each category. This gives broker admin teams a quicker way to monitor pending requests, prioritize follow-ups, and complete approvals with fewer clicks.
3. [**Client Portal Enhancements**](#id-3-client-portal-enhancements)**:**&#x20;
   1. [**Dashboard "Transfer" Shortcut**](#a-dashboard-transfer-shortcut): A new "Transfer" button has been added to the Client Portal dashboard, allowing clients to move funds between accounts faster and with fewer steps.
   2. [**Embedded Page Controls**](#b-embedded-page-controls): Brokers can now control whether embedded custom pages may be opened in a new browser tab, allowing greater flexibility in the Client Portal browsing experience.
   3. [**cTrader Single Sign-On**](#c-ctrader-single-sign-on): Clients can now launch their cTrader accounts directly from the CRM through Single Sign-On (SSO). This removes the need to enter trading credentials separately and provides quicker access to the embedded cTrader trading interface, creating a smoother trading platform experience within the Client Portal.

### <mark style="color:red;">1)   Custom Color Scheme Configuration</mark>

You can now take your CRM branding even further with advanced, fully configurable color settings for both Light Mode and Dark Mode. Beyond the default themes, the new custom mode allows individual interface elements — including primary colors, page backgrounds, text shades, status colors, borders, dividers, and supporting UI accents, to be configured separately. This gives you greater control over your CRM’s visual identity, helping the platform feel more consistent, distinctive, and aligned with yourbrand.

Custom color schemes can be configured for both:

* Client Portal
* Back Office Portal

To configure a custom color scheme, follow these steps:

{% stepper %}
{% step %}

#### **Edit Brand Settings**

1. Navigate to "**Settings**" > "**Client Portal**" or "**Back Office Portal**" > "**Brand Settings**".
2. Click the "**Edit**" icon.<br>

   <figure><img src="/files/UqRj2pnHLkvBvKZzdCWT" alt=""><figcaption></figcaption></figure>
3. Under "**Color Scheme**", select "**Custom**".<br>

   <figure><img src="/files/7knEljsjzZrEGPW5upru" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure the Color Scheme

1. A table containing the available CSS variables will be displayed.
2. Configure the colors for both Light Mode and Dark Mode by clicking the "**Color Picker**" icon. You may select a color visually or enter a Hex or RGB color code directly.<br>

   <figure><img src="/files/EKuSce4VIYIMVxwNEz8e" alt=""><figcaption></figcaption></figure>
3. By default, the primary colors are automatically populated based on the colors configured under the Default Scheme.
4. Refer to the description provided for each CSS variable to understand which interface element it controls.
5. Click the "**Preview**" icon. <br>

   <figure><img src="/files/EPvolyvAXZmgjHffTy1y" alt=""><figcaption></figcaption></figure>
6. A pop-up window will appear, allowing you to preview the configured color scheme for either Light Mode or Dark Mode before saving your changes.<br>

   <figure><img src="/files/6gxKeoWBcq9rkn74BGB6" alt=""><figcaption></figcaption></figure>
7. If you wish to revert a color scheme back to the default configuration, click the "**Reset**" icon for the corresponding mode.<br>

   <figure><img src="/files/GLCNAk2zLjYi3XYewHK8" alt=""><figcaption></figcaption></figure>
8. Once configuration is complete, click the "**Save**" icon to apply the changes.<br>

   <figure><img src="/files/jYIL94kvAGFsDl4pgaUa" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">2)   "Approval" Navigation Enhancement</mark>

The "**Approval**" navigation menu has been redesigned for faster access and clearer task visibility. You can now expand the Approval menu directly from the main navigation to view all approval categories, along with real-time pending request counts for each category. This gives your admin teams a quicker way to monitor pending requests, prioritize follow-ups, and complete approvals with fewer clicks.

<figure><img src="/files/DhA46Q5qDU8RGht1bIsJ" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">3)   Client Portal Enhancements</mark>

#### A)   Dashboard "Transfer" Shortcut

1. A new "**Transfer**" button has been added to the Client Portal dashboard, allowing clients to move funds between accounts faster and with fewer steps. <br>

   <figure><img src="/files/Kg9Rs0Lduoxi7l1B27PT" alt=""><figcaption></figcaption></figure>
2. Clicking the "**Transfer**" button will redirect the client to the Transfer page, enabling faster and more convenient fund transfers between accounts.<br>

   <figure><img src="/files/Eeh3R1LfdhsuivqgzwiI" alt=""><figcaption></figcaption></figure>
3. This function is available only if the "**Internal Transfer**" or "**Third Party Transfer**" permissions have been enabled for the client. <br>

   <figure><img src="/files/Pj3QfQGXMJKHRMZ1arwX" alt=""><figcaption></figcaption></figure>
4. If transfer permissions are not enabled, the "**Transfer**" button will not be displayed on the dashboard.<br>

   <figure><img src="/files/0wHAuM7Qg8Mic7USB7Ls" alt=""><figcaption></figcaption></figure>

#### B)   Embedded Page Controls

You can now control whether embedded custom pages may be opened in a new browser tab, allowing greater flexibility in the Client Portal browsing experience.

To configure this setting, follow these steps:

{% stepper %}
{% step %}

#### Configure Custom Pages

1. Go to "**Settings**" > "**Brand** **Settings**".
2. Navigate to the "**Navigation Settings**" tab.
3. Locate the custom page you wish to modify and click the "**Edit**" icon.<br>

   <figure><img src="/files/RDIinGfMSpqX4vHVutCL" alt=""><figcaption></figcaption></figure>
4. Click the "**Enable Open in New Tab**" option.
5. Click "**Confirm**" to save your changes.<br>

   <figure><img src="/files/OktLsZjwS4EiYsHPrpkz" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Application

1. Clients will see the "**OPEN IN NEW TAB**" button when viewing the custom page.<br>

   <figure><img src="/files/tVadSkhX3iGOLmzMozaI" alt=""><figcaption></figcaption></figure>
2. Clicking the button will display a confirmation pop-up informing the client that they are about to navigate to a third-party page.
3. Click "**Confirm"** to proceed.\
   \
   ![](/files/De82sdb53LvAQ7OaRH3N)<br>
4. The page will be opened in a new browser tab.
   {% endstep %}
   {% endstepper %}

#### C)   cTrader Single Sign-On

Clients can now launch their cTrader accounts directly from the CRM through Single Sign-On (SSO). This removes the need to enter trading credentials separately and provides quicker access to the embedded cTrader trading interface, creating a smoother trading platform experience within the Client Portal.

To access cTrader through SSO, follow these steps:

1. Navigate to "**Accounts**".
2. Locate the cTrader account you wish to trade with.
3. Click the "**Trade**" button.<br>

   <figure><img src="/files/BPTkrQiuYUePQI4e2BtE" alt=""><figcaption></figcaption></figure>
4. The client will be automatically logged in and redirected to the cTrader trading interface without the need to enter login credentials again. Clients can then begin trading immediately.<br>

   <figure><img src="/files/PszDWxILx5Z3LGVO9eeE" alt=""><figcaption></figcaption></figure>