> 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/v7.64.0-2026-q1-quality-of-life-qol-update-transactions-and-wallets.md).
# V7.64.0 - 2026 Q1 Quality of Life (QOL) Update: Transactions & Wallets
*Smarter Tools. Seamless Control. Built for Brokers.*
**Released Date - 15 March 2026**
This QOL update strengthens transaction and wallet workflows across the CRM, giving brokers greater control over how funds are configured, transferred, reviewed, and connected with external systems.
Enhancements across the Admin and Client Portals include more configurable wallet setup, clearer visibility during approvals, faster transfer input, expanded referral balance insights, and new Open API support for deposit and withdrawal requests. Together, these updates reduce repetitive steps and support more efficient day-to-day fund administration.
### Key Function Highlights
#### Admin Portal Enhancements
1. [**Duplicate Payment & Withdrawal Methods**](#id-1-duplicate-payment-and-withdrawal-methods)**:** Quickly create copies of existing payment or withdrawal methods, then modify only the required parameters to set up similar payment channels without configuring them again from scratch.
2. [**External Wallet Integration**](#id-2-external-wallet-integration)**:** Connect external wallet platforms to the CRM, allowing clients to transfer funds directly to their CRM e-wallet or MT4/MT5 trading accounts for faster access to funds when trading opportunities arise.
3. [**Fund Reservation for Multi-Step Transfer Approvals**](#id-3-fund-reservation-for-multi-step-transfer-approvals)**:** Upon the first approval, the transfer amount is deducted to reserve the required funds while the remaining approval stages are completed.
4. [**Configurable Multi-Currency Wallet**](#id-4-configurable-multi-currency-wallet)**:** Choose how CRM wallets are created: either in all supported currencies when a CRM account is opened, or in the matching currency when a trading account is opened. This global setting applies only to new wallets and does not affect existing ones.
5. [**Numeric Custom Fields for Deposit & Withdrawal Forms**](#id-5-numeric-custom-fields-for-deposit-and-withdrawal-forms)**:** Brokers can now add numeric-only fields alongside existing text and document upload fields, helping standardize data entry and reduce input errors.
6. [**Referral Chain Visibility in Approval Requests**](#id-6-referral-chain-visibility-in-approval-requests)**:** Enable administrators to view a client’s complete referral hierarchy directly from deposit and withdrawal approval requests, providing greater visibility throughout the approval process.
7. [**Deposit & Withdrawal Request Retrieval via Open API**](#id-7-deposit-and-withdrawal-request-retrieval-via-open-api): Retrieve deposit and withdrawal request details through the CRM Open API to support approval workflows, audits, and integrations with external business systems.
#### Client Portal Enhancements
1. [**One-Click Full Balance Autofill**](#id-1-one-click-full-balance-autofill): Use the “Transfer All” option to enter the wallet’s full available balance as the transfer amount, eliminating manual input.
2. [**Total Wallet Balance for Referred Clients**](#id-2-total-wallet-balances-for-referred-clients)**:** View the combined balances of all referred clients in the Client Portal, then click “Total” to see the breakdown by currency.
### Admin Portal Enhancements
### 1) Duplicate Payment & Withdrawal Methods
You can now quickly create copies of existing payment or withdrawal methods, then modify only the required parameters to set up similar payment channels without configuring them again from scratch.
To do so, follow these steps:
1. Go to "**Settings**" > "**Transaction Settings**" > "**Deposit Settings**" or "**Withdrawal Settings**".
2. Locate the payment or withdrawal method you want to duplicate, then click the "**Copy**" icon.
3. A duplicate of the selected method will be created. The new method will have "**- Copy**" appended to its name and will be disabled by default.
4. Edit the duplicated method and make any necessary changes to its configuration.
5. Once the configuration is complete, click "**Enable**" to activate the new payment or withdrawal method.
### 2) External Wallet Integration
You can now connect external wallet platforms to the CRM, allowing clients to transfer funds directly to their CRM e-wallet or MT4/MT5 trading accounts for faster access to funds when trading opportunities arise.
#### A) Configure an External Wallet Integration
To configure an external wallet integration, follow these steps:
{% stepper %}
{% step %}
#### Configure Permissions
1. Enable the following permissions for the relevant administrator role:
1. **Read External Wallet Integration** – Allows users to view external wallet integrations.
2. **Update External Wallet Integration** – Allows users to create, edit, enable, disable, and delete external wallet integrations.
2. Once the required permissions are enabled, the "**External Wallet Integration**" menu will be available under "**Dev Space**".
{% endstep %}
{% step %}
#### Create an External Wallet Integration
1. Click "**Create**".
2. Complete the following fields:
1. Name
2. URL
3. API Key (automatically generated by default but can be modified)
4. Allowed Transaction Types – Select the transaction types supported by the external wallet. Multiple selections are allowed. *Currently, only Transfer is supported.*
3. Click "**Save**".\
\
{% endstep %}
{% endstepper %}
#### B) Manage External Wallet Integrations
You can perform the following operations:
Edit External Wallet Integration
1. Click the "**Edit**" icon for the desired integration.
2. Update the required information.
3. Click "**Save**".\
\
 Enable or Disable External Wallet Integration
1. Click the "**Enable**" icon to activate the integration.
2. Click the same icon again to disable it. Delete External Wallet Integration
1. Click the "**Delete**" icon.
2. A confirmation dialog will appear.
3. Click "**Confirm**" to permanently delete the integration.\
\
#### C) View External Wallets
Once an external wallet integration has been configured and enabled, you can view all wallets associated with that integration from the Back Office.
To do so, follow these steps:
1. Navigate to "**Wallets**".
2. By default, "**CRM Wallet**" is selected.
3. Click the wallet dropdown and select the desired External Wallet integration.
4. The wallet list will refresh and display all wallets retrieved from the selected external wallet integration.
5. If multiple external wallet integrations are enabled, each integration will appear as a separate option in the wallet dropdown.
6. To view a wallet's details, click the "**View**" icon.
7. The wallet details page will display the wallet information together with its transaction history.
#### D) Transfer Funds To or From External Wallets
Once an external wallet integration has been configured and enabled, clients will be able to select "**External Wallet**" from the wallet dropdown in the "**Funds**" section.
To transfer funds to and from an external wallet, follow these steps:
{% stepper %}
{% step %}
#### Submit Transfer Request
1. In the Client Portal, navigate to "**Funds**" and click "**Transfer**".
2. From the **Source Account** and **Target Account** dropdowns, your clients can select the appropriate External Wallet to initiate a transfer to or from.
3. Enter the transfer amount and click "**Submit**".
4. If the selected transfer method requires approval, the transfer request will be submitted for review. Otherwise, the transfer will be processed automatically.
{% endstep %}
{% step %}
#### Review Transfer Request
1. In the Back Office, navigate to "**Approvals**" > "**Transfer**".
2. Locate the pending transfer request and click "**Review**".
3. Review the transfer details, then click "**Approve**" or "**Reject**" as appropriate.\
\
{% endstep %}
{% endstepper %}
### 3) Fund Reservation for Multi-Step Transfer Approvals
Upon the first approval, the transfer amount is deducted to reserve the required funds while the remaining approval stages are completed.
{% hint style="info" %}
If the transfer approval workflow contains only a single approval stage, the transfer process will continue to follow the existing behavior. The transfer amount will only be deducted from the source account after the transfer has been approved.
{% endhint %}
To do so, follow these steps:
{% stepper %}
{% step %}
#### Go to Transfer Process Settings
1. Navigate to "**Settings**" > "**Approval Settings**" > "**Process Settings**".
2. Locate "**Transfer**" and click the "**Edit**" icon.
{% endstep %}
{% step %}
#### Configure Process Settings
1. Click the "**+**" icon to add a second approval level.
2. Once a second approval level has been added, the "**Deduct**" icon will be displayed on the first approval level. This indicates that the transfer amount will be deducted from the source account once the first approval level has been approved.\
\
3. To configure the first approval level, click the "**Settings**" icon. \
\
4. Select one of the following approval methods:
1. **Automatic** – The first approval level will be processed automatically. You may also specify the account types that are **not eligible** for automatic approval, including:
* Trading accounts with open positions
* Trading accounts with credit\
*(Multiple selections are supported.)*
2. **Manual** – The first approval level must be reviewed and approved manually.
5. Assign the appropriate users or roles responsible for each approval level.
6. Click "**Publish**" to save and apply the approval workflow configuration.
{% endstep %}
{% step %}
#### Application
1. When a client submits a transfer request, the first-level approver can review the request details and click "**Approve**" or "**Reject**". \
\
2. Once the first-level approval is approved, the "**Source Amount Status**" will change to "**Deducted**", indicating that the transfer amount has been deducted from the source account.\
\
3. The second-level approver can then review the request and click "**Approve**" or "**Reject**".
4. If the second-level approver approves the request, the transfer status will be updated to "**Approved**" and the transfer will be completed.
5. If the second-level approver rejects the request, the "**Source Amount Status**" will revert to "**Not Withdrawn**".
6. The deducted amount will be automatically returned to the source account through a **Transfer Reversal** transaction. This transaction will be visible in the transaction history of both the:
1. Client Portal
2. Back Office Portal
{% endstep %}
{% endstepper %}
### 4) Configurable Multi-Currency Wallet
You can now choose how CRM wallets are created: either in all supported currencies when a CRM account is opened, or in the matching currency when a trading account is opened. This global setting applies only to new wallets and does not affect existing ones.
To configure the wallet creation method, follow these steps:
{% stepper %}
{% step %}
#### Configure Role Permissions
Before you can configure the wallet creation method, ensure the appropriate permissions have been assigned.
The following permissions are available:
* **Read Wallet Settings** – Allows users to view the current wallet creation method.
* **Update Wallet Settings** – Allows users to configure and update the wallet creation method.
{% endstep %}
{% step %}
#### Configure the Wallet Creation Method
1. Once the required permissions have been assigned, you will see a new "**Wallet Settings**" menu under "**Transaction Settings**".
2. Click the "**Edit**" icon.
3. Select one of the following wallet creation methods:
1. **Create wallets for all supported currencies when creating a user** *(Default)*\
A wallet will be automatically created for every currency supported by the CRM when a new user is created, regardless of the trading account currencies the user holds.
2. **Create wallets only for the trading account currency when a trading account is opened**\
Wallets will only be created when a trading account is created or linked. Each wallet corresponds to the currency of the trading account, so users will only have wallets for the currencies they actually use.
4. Note: Changing the wallet creation method does not affect existing users or wallets that have already been created. Existing wallet structures remain unchanged. New wallets will only be created when required based on the selected wallet creation method.
5. Click "**Save**".
{% endstep %}
{% step %}
#### Application
1. The selected wallet creation method only affects new users created after the setting is applied.
2. **Create wallets for all supported currencies when creating a user**
1. When a new user is created, the CRM automatically creates wallets for all currencies supported by the system.
3. **Create wallets only for the trading account currency when a trading account is opened**
1. When a new user is created, no wallets are created initially.
2. A wallet is automatically created only when the user creates or binds a trading account for a particular currency.
3. Clients will only see wallets for currencies in which they have trading accounts.
4. If you later switch the wallet creation method back to "**Create wallets for all supported currencies**", users created while the trading account currency method was enabled will retain their existing wallet structure. Additional wallets will not be created automatically. The new setting will only apply to users created thereafter.
{% endstep %}
{% endstepper %}
### 5) Numeric Custom Fields for Deposit & Withdrawal Forms
You can now add numeric-only fields alongside existing text and document upload fields, helping standardize data entry and reduce input errors.
To do so, follow these steps:
{% stepper %}
{% step %}
#### Edit Payment or Withdrawal Method
1. Navigate to "**Settings**" > "**Transaction Settings**" > "**Deposit Settings**" or "**Withdrawal Settings**".
2. Locate the desired deposit or withdrawal method and click the "**Edit**" icon.
{% endstep %}
{% step %}
#### Configure Field
1. Under "**Payment Fields**" or "**Withdrawal Fields**", click "**Create**".
2. Select "**Numbers**" as the "**Field Type**".
3. Configure the remaining field settings and click "**Create Field**".\
\
4. Click "**Save**".
{% endstep %}
{% step %}
#### Application
1. When clients complete the deposit or withdrawal form, the field will accept numeric characters only.
2. If any non-numeric characters are entered, there will be an error message.
{% endstep %}
{% endstepper %}
### 6) Referral Chain Visibility in Approval Requests
You can now view a client’s complete referral hierarchy directly from deposit and withdrawal approval requests, providing greater visibility throughout the approval process.
To do so, follow these steps:
1. Navigate to "**Approvals**" > "**Deposit**" or "**Withdrawal**".
2. Open the desired approval request by clicking "**Review**".
3. If the client has a referrer, a "**Referral Chain**" icon will be displayed beside the "**Referrer**" field.
4. Click the icon to view the client's referral hierarchy.
5. The popup displays:
1. The selected client;
2. All intermediate referrers (if applicable);
3. The top-level referrer.
6. Click the "**Open**" icon beside any client to open that client's profile in a new browser tab.
### 7) Deposit & Withdrawal Request Retrieval via Open API
You can now retrieve deposit and withdrawal request details through the CRM Open API to support approval workflows, audits, and integrations with external business systems.
For more information, please contact your dedicated account manager.
### Client Portal Enhancements
### 1) One-Click Full Balance Autofill
Clients can now use the "**Transfer All**" option to enter the wallet’s full available balance as the transfer amount, eliminating manual input.
To do so, follow these steps:
1. Navigate to "**Funds**" > "**Transfer**".
2. Select the "**Source Account**".
3. The "**Transfer All**" button will be displayed.
4. Click "**Transfer All**" to automatically populate the "**Amount**" field with the full available balance of the selected source account.
5. Select the "**Target** **Account**" and submit the request.
### **2) Total Wallet Balances for Referred Clients**
Clients can now view the combined balances of all referred clients in the Client Portal, then click "**Total**" to see the breakdown by currency.
To do so, follow these steps:
1. Navigate to "**Referrals**" > "**My Clients**" > "**List**".
2. Select "**Wallet**" from the dropdown menu.
3. Click "**Total**" in the footer.
4. The total wallet balance for each currency will be displayed.
