> 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/v7.63.0-smarter-notification-management.md).

# V7.63.0 – Smarter Notification Management

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

**Released Date - 15 February 2026**

Timely communication depends not only on what is sent, but also on how quickly it reaches the right users and how effectively it prompts action. V7.63.0 expands the CRM’s notification capabilities with browser push alerts, automated client reminders, configurable popup behaviour, and more flexibility when editing AI-generated HTML.

Together, these enhancements help brokers respond faster to important events, maintain stronger client engagement, and manage notification content with greater control.

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

1. [**Firebase Cloud Messaging (FCM) Integration**](#id-1-firebase-cloud-messaging-fcm-integration): Brokers can now receive real-time browser push notifications through Firebase Cloud Messaging (FCM), ensuring important CRM events reach administrators instantly even when they are not actively using the CRM. This helps brokers respond more quickly to time-sensitive activities.
2. [**Popup Auto-Close Configuration**](#id-2-popup-auto-close-configuration): Set popup notifications to close automatically after a countdown, keeping the interface clear without requiring manual dismissal. Users can still close notifications manually at any time.
3. [**Automated Client Notifications**](#id-3-automated-client-notifications): Automatically send email and popup reminders based on key client onboarding milestones, including KYC submission, first deposit, and first trade. Configure notification timing, delivery frequency, and communication channels to improve client engagement while encouraging timely action and reducing manual follow-up.
4. [**Copy HTML from the Advanced Editor**](#id-4-copy-html-from-the-advanced-editor): Copy HTML generated by the built-in AI editor into the Simple Editor or another HTML editor for further refinement. This makes it easier to adjust notification content, formatting, or code before publishing.

### <mark style="color:red;">1)   Firebase Cloud Messaging (FCM) Integration</mark>&#x20;

You can now receive real-time browser push notifications through Firebase Cloud Messaging (FCM), ensuring important CRM events reach administrators instantly even when they are not actively using the CRM. This helps brokers respond more quickly to time-sensitive activities.

#### A)   Marketplace Installation

To use the FCM Integration, you must first install it through the CRM Marketplace by following the steps below.

{% stepper %}
{% step %}

#### Install FCM via CRM Marketplace

1. Click the "**Marketplace**" icon.<br>

   <figure><img src="/files/9Oozpel3fdCMxJwV2xdf" alt=""><figcaption></figcaption></figure>
2. Locate "**Firebase Cloud Messaging (FCM)**" and click on it.<br>

   <figure><img src="/files/atKcJslRPo9atHVyf900" alt=""><figcaption></figcaption></figure>
3. You will be redirected to the app details page.
4. Click "**Install**".<br>

   <figure><img src="/files/KmNwCMwR26JV2zU3FNxx" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Permission Settings

1. Once the app has been installed, enable the following permissions as required:

   1. **Read Notification Providers** – Allows users to view notification provider settings.
   2. **Update Notification Providers** – Allows users to create, modify, enable, disable, and manage notification provider settings.<br>

   <figure><img src="/files/t742wbhllxqr45Di4ucW" alt=""><figcaption></figcaption></figure>

2. Once the necessary permissions have been granted, the "**Notification Providers**" menu will become available under "**Notification Settings**".<br>

   <figure><img src="/files/Ph3Fbz4SVk58Km4FsSti" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

#### B)   Firebase Project & Retrieving Configuration Details

Before adding a notification provider in the CRM, you must first create a Firebase project and retrieve the configuration details required for the integration.

{% stepper %}
{% step %}

#### Create a Firebase Project

1. Sign in to the [Firebase Console](https://console.firebase.google.com/) using your Google account.
2. Click **"Get started by setting up a Firebase project"**.<br>

   <figure><img src="/files/pip7Fp7FDt56ZkEQnRxN" alt=""><figcaption></figcaption></figure>
3. Enter a project name.
4. Accept the Firebase Terms.&#x20;
5. Click "**Continue**". <br>

   <figure><img src="/files/9uuosaQWgBsqWZkuMa8S" alt=""><figcaption></figcaption></figure>
6. Continue following the on-screen prompts to complete the Firebase project creation process.
   {% endstep %}

{% step %}

#### Create Web Applications

1. Click "**Add app**". <br>

   <figure><img src="/files/w3ydKTQ098KINHWWHHjS" alt=""><figcaption></figcaption></figure>
2. Select the "**Web (\</>)**" platform.<br>

   <figure><img src="/files/hsjEhZZm2wIYXYns9lBm" alt=""><figcaption></figcaption></figure>
3. Enter an application name, such as CRM Client Portal.
4. Leave Firebase Hosting unchecked unless required for your own implementation.
5. Click "**Register App**".\
   \
   ![](/files/PFMI0uXznqnPmFI58M83)<br>
   {% endstep %}

{% step %}

#### Retrieve Web App Configuration Details

After registering the Web App, Firebase will display the application configuration details.

1. Click the "**Copy**" icon to copy the configuration details.
2. Save the copied information in a secure location. These configuration details will be required later when configuring the notification provider in the CRM.
3. Click "**Continue to Console**".\
   \
   ![](/files/bhIKWJ2ula2cG4GnhoYE)<br>
4. Repeat the same steps to create a second Web App for the CRM Back Office Portal and save its configuration details.
   {% endstep %}

{% step %}

#### Retrieve the Web Push Key Pair

1. Click "**Settings**" > "**General**". <br>

   <figure><img src="/files/AdPt1EMa9MOI9P6LBw9r" alt=""><figcaption></figcaption></figure>
2. Navigate to the "**Cloud Messaging**" tab.&#x20;
3. Under **Web Configuration**, click "**Generate Key Pair**".<br>

   <figure><img src="/files/K47Y4F4qINIoKFYfUgOS" alt=""><figcaption></figcaption></figure>
4. Firebase will generate a **Web Push Key Pair**.<br>

   <figure><img src="/files/sJiMQzyOBN5Am6trSP79" alt=""><figcaption></figcaption></figure>
5. Copy and save the generated key pair.
   {% endstep %}

{% step %}

#### Download the Service Account JSON

1. Navigate to the "**Service Accounts**" tab.&#x20;
2. Under **Firebase Admin SDK**, click "**Generate New Private Key**".<br>

   <figure><img src="/files/Zou3i50hhKk0y7IWdito" alt=""><figcaption></figcaption></figure>
3. A confirmation window will be displayed. Click "**Generate key**".<br>

   <figure><img src="/files/SQorSSvprXdCpDevKhIt" alt=""><figcaption></figcaption></figure>
4. Firebase will automatically download a JSON file to your device.
5. Save the downloaded file in a secure location.
6. This JSON file will be required later when configuring the notification provider in the CRM.
   {% endstep %}
   {% endstepper %}

#### C)   Add Provider

Once the FCM Integration has been installed, you will need to configure a notification provider connection before real-time notifications can be delivered.

{% hint style="info" %}
Only one notification provider connection can be configured at a time.
{% endhint %}

To add a provider, follow these steps:

{% stepper %}
{% step %}

#### Add Provider

1. Click "**Add Provider**".&#x20;
2. Note that only one notification provider connection can be configured at a time.&#x20;
3. If a notification provider has already been configured, the "**Add Provider**" button will no longer be displayed.<br>

   <figure><img src="/files/1cjpmypntMWirmpZ8bcG" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Fill in the Provider Details

Complete the following information:

1. **Connection** **Name** - Enter a unique name for the notification provider connection.
2. **Provider** - Select the Provider. Currently, only Firebase is supported.
3. **Notification Icon** (PNG) - Upload a PNG image to be displayed as the icon for browser push notifications.<br>

   <figure><img src="/files/Cz1ykIV1IVAvgaDBg7C4" alt=""><figcaption></figcaption></figure>
4. **General - Web App Config**: Enter the following Firebase Web App configuration details. These values can be obtained from your Firebase project.
   1. API Key
   2. Auth Domain
   3. Project ID
   4. Storage Bucket
   5. Messaging Sender ID
   6. App ID (Client Portal)
   7. App ID (Back Office Portal)
   8. Measurement ID (Client Portal) *(Optional)*
   9. Measurement ID (Back Office Portal) *(Optional)*<br>

      <figure><img src="/files/SZB8rIYksRsn2e2uFNUe" alt=""><figcaption></figcaption></figure>
5. Cloud Messaging - Enter the **Web Push Key Pair** generated from your Firebase project.
6. **Service Account JSON** - Upload the Service Account JSON file downloaded from your Firebase project. This file is required to allow the CRM to securely communicate with Firebase and deliver push notifications.
7. Click "**Save**" to create the notification provider connection.<br>

   <figure><img src="/files/l03OfZuxzdzhvvGeeQSk" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Application

Once the notification provider has been successfully configured and enabled, you and your clients will be able to receive real-time browser notifications while logged in to the CRM or Client Portal. \
\
![](/files/mCOkDcRn0wBrvyqfCPmH)<br>
{% endstep %}
{% endstepper %}

#### D)   Notification Providers Operations

Once a notification provider has been configured, you may perform the following actions.

<details>

<summary><strong>Edit Notification Provider Settings</strong></summary>

1. Click the "**Edit"** icon.<br>

   <figure><img src="/files/ZIPujPcbKGPwYoJkjh6V" alt=""><figcaption></figcaption></figure>
2. Make the necessary changes.
3. The **Connection Name** and **Provider** cannot be modified.
4. Click "**Save**" to apply the changes.<br>

   <figure><img src="/files/oZBb66IaDaKu1A3TkV9T" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary><strong>Disable / Enable Notification Provider</strong> </summary>

1. Click the "**Disable**" icon.<br>

   <figure><img src="/files/mbbOovVdrNain6tofOu7" alt=""><figcaption></figcaption></figure>
2. Once disabled, real-time notifications will no longer be delivered through the notification provider.
3. To re-enable the provider, click the same icon.

</details>

<details>

<summary><strong>Delete Notification Provider</strong></summary>

1. Click the "**Delete**" icon.<br>

   <figure><img src="/files/m4KwtLqevy9n3P3TH2Pd" alt=""><figcaption></figcaption></figure>
2. A confirmation window will be displayed.
3. Click "**Confirm**" to proceed.\
   \
   ![](/files/LopshiiyeFVOOmdKrGHP)\ <br>
4. The notification provider connection will be permanently removed from the CRM.

</details>

### <mark style="color:red;">2)   Popup Auto-Close Configuration</mark>

You can now set popup notifications to close automatically after a countdown, keeping the interface clear without requiring manual dismissal.&#x20;

To do so, follow these steps:&#x20;

{% stepper %}
{% step %}

#### Configure Permissions

To configure this feature, ensure you have the following permission enabled:

* **Update Notification Templates** – Allows you to configure popup notification settings.<br>

  <figure><img src="/files/teA8inxtqK57MNwIGEyu" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Navigate to Popup Templates

1. Go to "**Settings**" > "**Notification Settings**" > "**Notification Templates**".
2. Select "**Popup Templates**".<br>

   <figure><img src="/files/0Uewen7szzoR9e8gJztB" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure the Auto-Close Timer

1. Click the "**Timer**" icon.<br>

   <figure><img src="/files/OepJZUTqax8aCQDrh7BQ" alt=""><figcaption></figcaption></figure>
2. Select one of the following options:
   1. **Manual Close** (Default) – Users must manually close the popup.
   2. **Auto Close** – The popup will automatically close after the configured number of seconds. You can specify a value between 10 and 60 seconds.
3. Click "**Save**".<br>

   <figure><img src="/files/CLUHdCXELiOwYjSku3t7" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Application

Depending on your configuration, popup notifications will behave as follows:

1. **Manual Close Only**: A close button is displayed in the top-right corner. Users must manually dismiss the popup. <br>

   <figure><img src="/files/sMOIlAA0uLTH4FDygUhN" alt=""><figcaption></figcaption></figure>
2. **Auto Close Only**: A circular countdown indicator is displayed in the top-right corner. The popup automatically closes once the countdown completes.<br>

   <figure><img src="/files/o275FsI36Ajh6JQK4ik8" alt=""><figcaption></figcaption></figure>
3. **Manual & Auto Close**: Both the close button and circular countdown indicator are displayed. Users may manually close the popup before the countdown finishes or allow it to close automatically.<br>

   <figure><img src="/files/9MNwSE9UEVel1n6r5m0V" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">3)   Automated Client Notifications</mark>

You can now automatically send email and popup reminders based on key client onboarding milestones, including KYC submission, first deposit, and first trade. Configure notification timing, delivery frequency, and communication channels to improve client engagement while encouraging timely action and reducing manual follow-up.

To do so, follow these steps:

{% stepper %}
{% step %}

#### Navigate to Automation Rules

1. Go to "**Settings**" > "**Notification Settings**" > "**Automation Rules**".
2. You will see the following automation rules:

   1. **No KYC Submission After Registration** – Sent when a client has not submitted their KYC documents within the configured number of hours after account registration.
   2. **KYC Approved with No First Deposit Yet** – Sent when a client has not made their first deposit within the configured number of hours after their KYC application has been approved.
   3. **No Trade After First Deposit** – Sent when a client has not placed their first trade within the configured number of hours after making their first CRM deposit.<br>

   <figure><img src="/files/1ZVmSOmScQGqcIno6irI" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure an Automation Rule

1. Click the "**Edit**" icon for the automation rule you wish to configure.<br>

   <figure><img src="/files/CYaLv9t8HBH1uQMWPiMB" alt=""><figcaption></figcaption></figure>
2. Configure the following settings:
   1. **Trigger Delay** – Specify the number of hours after the trigger event before the first notification is sent. The delay must be a positive whole number and defaults to 72 hours.
   2. **Notification Frequency**&#x20;
      1. **Send Once** – Sends the notification only once.
      2. **Repeat After Interval** – Sends repeated notifications at the configured interval. You must also specify the maximum number of notifications to be sent.
   3. **Notification Channels** – Select one or more notification channels:
      1. Email
      2. Popup Notification
3. The "**Stop Sending When**" section displays the system-defined conditions under which the automation rule will automatically stop sending notifications.
4. Click "**Save**".\
   \
   ![](/files/kFDX8yxNqveqKILR0XCW)<br>
5. Click the "**Enable**" icon to activate the automation rule.<br>

   <figure><img src="/files/eIXrQ0TRrLJJ0Cd0lmuU" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Application

Once enabled, the CRM will automatically monitor eligible clients and send notifications according to the configured trigger event, notification delay, frequency, and notification channels. Notifications will automatically stop once the applicable system-defined stop condition is met.
{% endstep %}
{% endstepper %}

### <mark style="color:red;">4)   Copy HTML from the Advanced Editor</mark>

You can copy HTML generated by the built-in AI editor into the Simple Editor or another HTML editor for further refinement. This makes it easier to adjust notification content, formatting, or code before publishing.

This feature is available in the following modules:

* Notification Templates (Email & Popup)
* Navigation Settings
* Agreement Settings

To do so, follow these steps:

1. If you're using the "**Advanced Editor**" mode for your notification templates, navigation, or agreements, simply click "**Copy HTML Code**".<br>

   <figure><img src="/files/s0oRp8dySVLhX9LN7sfe" alt=""><figcaption></figcaption></figure>
2. You can then paste the copied code into the "**Simple Editor**" or another HTML editor to make further modifications, such as changing fonts, adjusting formatting, or editing the content before saving.<br>

   <figure><img src="/files/Zjg9pCg9zEHatElyA6VB" alt=""><figcaption></figcaption></figure>