---
description: Learn about all the details of all our recent CRM updates here.
---

# V7.7.0 - Revamped Deposit Interface & Prop Challenge "Direct Purchase" Function

**Released Date - 22 February 2024**

This new release spots a deposit interface overhaul, introducing intuitive icons on a streamlined single page for easy navigation. In addition, your clients can now directly purchase a package to participate in challenges, bypassing the need for an initial e-wallet deposit. These enhancements promise a smoother user experience. Additionally, we've optimized the MT4 comprehensive report extension and trading server display, further enhancing the overall functionality of our CRM.

## <mark style="color:red;">Summary</mark>

1. [New Deposit Interface](#new-deposit-interface)
   * **Enhanced Visuals:** Newly introduced visual elements enhances clarity and intuitiveness for users. Clients can now quickly identify their preferred deposit method at a glance.
   * **Single Page Navigation**: With the deposit process optimized into a one-page format, clients can now navigate through each step seamlessly. This reduces complexity and ensures that all necessary details are presented cohesively, providing clients a clear overview of their entire deposit action.
2. [Direct Purchase of Prop Packages](#direct-purchase-of-prop-packages)
   * **Instant Prop Challenge Participation**: The introduction of a direct purchase function allows for faster and easier challenge access, greatly improving client conversion.&#x20;
   * **Flexible Payment Methods**: Enjoy full autonomy in configuring the permissible payment methods for each challenge package, meeting the diverse preferences of your target audience.
3. [Additional Enhancements ](#additional-enhancements)
   * **Improved MT4 Comprehensive Report Extension**: Building upon existing functionalities, the enhanced MT4 comprehensive report extension now includes referral data alongside downlines of specific clients, offering you deeper insights. Additionally, this update introduces further functions to enrich the user experience and analytical capabilities.&#x20;
   * **Customizable Trading Server Display**: The ability to customize trading server names provides you with greater flexibility and control over your platform's branding and presentation.

## <mark style="color:red;">New Deposit Interface</mark>

We're excited to unveil the latest update: a completely overhauled deposit interface. Now with user-friendly icons and a simplified one-page layout, managing your transactions is more seamless than ever.

### <mark style="color:red;">1)   Permission Settings</mark>

The following permission settings have been added:

1. **Read Payment Gateway Icons** - allows you to view the list of payment gateway icons.
   * Existing roles with the "Create Payment Method" and "Update Payment Method" permission selected will automatically have this permission checked.
2.  **Update Payment Gateway Icons** - enables you to add, edit, and delete payment gateway icons.

    * Existing roles with the "Create Payment Method" and "Update Payment Method" permission selected will automatically have this permission checked.
    * When this permission is selected, "Read Payment Gateway Icons" will be checked automatically.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FVSh2nCUsqnTJ4Krh2HJd%2Fimage.png?alt=media&#x26;token=67d0dcde-c1a1-47f2-8ddf-45ce270f9154" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">2)   Payment Gateway Icon</mark>&#x20;

1. We've introduced a new tab: "Payment Gateway Icon" in our deposit settings menu. Here, you can personalize icons for different payment gateways/methods.
2. Default icons have been pre-set for the following payment methods:
   * ChillPay
   * Match2pay
   * Basic Icon
   * Bank Transfer
   * PayPal
3.  Please note that these default icons are fixed and cannot be edited or deleted.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FMbQL5qQvsKPXRhsXZRTA%2Fimage.png?alt=media&#x26;token=592dd3d8-e023-4b13-aa3e-438da7c6e752" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">3)   Adding Payment Gateway Icons</mark>

To add a payment gateway icon, please follow these steps:

{% tabs %}
{% tab title="Step 1" %}
1.  Click on the "Create" button.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FBLBgbyaYv0516xyMdNcw%2Fimage.png?alt=media&#x26;token=80cd9c88-8ad8-4022-9465-d7783b3b9c07" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Enter the name of the payment gateway icon.
2. Upload a copy of the payment gateway icon. Please ensure that the icon is in PNG format, with dimensions of 200x200 pixels and a transparent background.
3.  Click "Save".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F0kNDcN17KG4gXLGRAqo8%2Fimage.png?alt=media&#x26;token=cebd5853-c05c-4eb7-98fd-2da56eac2596" alt="" width="563"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">4)   Editing Payment Gateway Icons</mark>

1. Default payment gateway icons cannot be edited.&#x20;
2. You can only edit icons that you have created. To do so, follow these steps:

{% tabs %}
{% tab title="Step 1" %}
Find the icon you want to edit and click the "Edit" icon.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FS8qbi0FM5WOG3SCP7sO8%2Fimage.png?alt=media&#x26;token=732e6ac9-ca69-419a-95fb-58d996e39d8a" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. Update the name if needed.
2. If you wish to upload a new icon image, first click the "Delete" icon to remove the current icon. Then upload the new one.
3.  Finally, click "Save" to apply your changes.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FgEiqDPwp4aSfTjDeiIx0%2Fimage.png?alt=media&#x26;token=277376d5-a997-4747-90d3-9919e9d09823" alt="" width="563"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">5)   Deleting Payment Gateway Icons</mark>

1. You cannot delete default payment gateway icons.&#x20;
2. Additionally, icons currently in use by payment methods cannot be deleted. To delete an icon, follow these steps:

{% tabs %}
{% tab title="Step 1" %}
Find the icon you want to delete and click the "Delete" icon.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FixaXIL5E73rkM2scMQV3%2Fimage.png?alt=media&#x26;token=a0894bdc-f44d-4e9b-965c-85a3c1f9759a" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1. A popup confirmation notice will appear.
2.  Once confirmed, the icon will be deleted.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FTaJbzY2lVcYAAMRY3Ir4%2Fimage.png?alt=media&#x26;token=305269b1-99b8-4c88-ba05-4b00855b11fa" alt="" width="314"><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### <mark style="color:red;">6)   Assigning Icons to Payment Methods</mark>

1. You can assign payment gateway icons to different payment methods when creating or editing them.
2.  Simply select the desired icon and save your changes accordingly.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FLQq2GubSK7EAG0mEyuwC%2Fimage.png?alt=media&#x26;token=a00a09a7-2334-4530-9c87-bd2cad243702" alt=""><figcaption></figcaption></figure>
3. Existing payment methods will have the Default Icon assigned by default.

### <mark style="color:red;">7)   Client Portal Deposit Page</mark>

The Client Portal Deposit page has undergone a complete overhaul, now consolidated into a single page. Your clients will be able to see the following:&#x20;

1.  Daily Deposit Time

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F3Fss7QhCZtZbhcQB4a6l%2Fimage.png?alt=media&#x26;token=5350e214-7320-409c-a415-8a655a8e298b" alt=""><figcaption></figcaption></figure>
2. Payment Methods
   * Your clients will have access to view all available payment methods accepted, enabling them to select their preferred method.&#x20;
   * Additionally, for each payment method, the accepted currencies will be displayed.
   *   The selected payment method will be highlighted in your CRM's primary color.

       <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FIM9NfUTiS3MX4VUZzBd1%2Fimage.png?alt=media&#x26;token=b0afb766-fd76-45a7-841e-f242d60b7077" alt=""><figcaption></figcaption></figure>
3. Payment Currency
   * After selecting their preferred payment method, your clients will have the option to choose their preferred currency.
   *   Similarly, the selected payment currency will be highlighted in your CRM's primary color.&#x20;

       <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FoFQ6PIIWMiFAqdnoku5y%2Fimage.png?alt=media&#x26;token=75b47bcf-faa4-4323-b739-88005025527f" alt=""><figcaption></figcaption></figure>
4. Payment Details
   * The displayed payment details will vary based on the selected payment method and your deposit configuration.
   *   Your clients will be required to complete the necessary fields and click "Deposit" once finished.

       <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FyK04N2oCiZElEYyDtwk5%2Fimage.png?alt=media&#x26;token=41a2c037-bfbc-45f2-9853-ba5e9795f5fd" alt=""><figcaption></figcaption></figure>
5. Mobile Optimized&#x20;
   *   The redesigned deposit page has also been optimized for mobile devices.

       <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FLxV6kJFWEfZmn7V72oF7%2Fimage.png?alt=media&#x26;token=7fd42711-1eb6-4185-aba7-33768e021152" alt="" width="251"><figcaption></figcaption></figure>

## <mark style="color:red;">Direct Purchase of Prop Packages</mark>

You now have the option to offer clients the ability to directly purchase prop packages, eliminating the need for them to deposit funds into their account first.

### <mark style="color:red;">1)   Setting Up Direct Purchase</mark>&#x20;

To set up direct purchase as a payment method for your prop packages, follow these steps:

{% tabs %}
{% tab title="Step 1" %}
1. Go to Prop Trading > Challenge Settings.
2.  Find the challenge you want to update the payment method for and click the "Settings" icon.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F5o0wyjqYIIWrUtEH4H2h%2Fimage.png?alt=media&#x26;token=04ab2082-efb9-47ed-9966-8511344a424d" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Step 2" %}
1.  Locate the package you want to modify and click the "Edit" icon.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FbnC12I63qnjHQUijmgZf%2Fimage.png?alt=media&#x26;token=85a4cd8d-1b90-47b6-92a9-aa41510af804" alt=""><figcaption></figcaption></figure>
2.  Go to "Package Rule."

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F3aFdZ0yRSAHcObMyBU0Z%2Fimage.png?alt=media&#x26;token=e30ef8e6-a6d0-4f4d-b4b5-83c110266d6e" alt=""><figcaption></figcaption></figure>
3.  Choose "Purchase Package Directly" to enable it as a payment method for prop traders.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FXF0gcnhzxm6PRyuJgYrM%2Fimage.png?alt=media&#x26;token=fb946041-97fc-4bf5-b831-ef5e04304d20" alt=""><figcaption></figcaption></figure>
4.  You'll also need to select the acceptable payment methods for direct purchase.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FDPyMC2PzjCCfY0zj8Z5Q%2Fimage.png?alt=media&#x26;token=b8c06b75-6613-4045-af79-3973759fd8fe" alt=""><figcaption></figcaption></figure>
5. Save your changes.
{% endtab %}
{% endtabs %}

### <mark style="color:red;">2)   Client Portal Direct Purchase</mark>

When your clients register for a prop package, they will be redirected to the deposit page. There, they can view the following:&#x20;

1. Participation Fee&#x20;
2. Available Payment Methods&#x20;
3. Accepted Payment Currencies&#x20;
4. Required Payment Details&#x20;

Once the client has filled in the necessary information, they will need to click "Complete Payment."

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fhk6qjGkKGCVuHFPAyesj%2Fimage.png?alt=media&#x26;token=4603c1c9-d822-4687-bf91-26ddf5929938" alt=""><figcaption></figcaption></figure>

If you have enabled "Deduct from Account" as a payment method, your clients will be able to view their wallet and trading accounts under the payment methods. They can simply click on the account they wish to deduct the registration fee from and click "Complete Payment."

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FalMd2EINWw2N38zrkbRJ%2Fimage.png?alt=media&#x26;token=ac20ca00-66c1-4284-8859-50d269d3bdc0" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">3)   Prop Trading Participation Requests</mark>

When reviewing prop trading participation requests, you can now see the fee type selected by your clients: "Purchase Package Directly" or "Deduct from Account." For online payment methods such as PayPal, you will also see the payment status.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FzKxsJc32wHKePUesmifQ%2Fimage.png?alt=media&#x26;token=270aaff1-80e9-4050-a324-f8d89674c8e7" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">Additional Enhancements</mark>

### <mark style="color:red;">1)</mark>   <mark style="color:red;"></mark><mark style="color:red;">**Improved MT4 Comprehensive Report Extension**</mark>

#### <mark style="color:red;">A)   Enhanced Filter Functionality</mark>

Previously, when filtering the MT4 Comprehensive Report Extension for downline data, you are limited to viewing only the information of your referral's downlines. Now, we have enhanced the filter functionality to allow inclusion of referral data as well. This improvement provides you with greater control and flexibility in accessing your desired data.

When filtering data based on referrals, you now have the option to begin the downline range from 0. A value of 0 signifies that the report will encompass data related to the referral as well.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Fd5BAlmTy2VvJxZ2f75yd%2Fimage.png?alt=media&#x26;token=bc465b59-42a2-4893-be0e-f87cc95c2f9c" alt=""><figcaption></figcaption></figure>

#### <mark style="color:red;">B)   Introducing the Net Profit/Loss Field</mark>

The MT4 Comprehensive Account Report Extension now includes the Net Profit/Loss field, providing you a clear snapshot of your client's trading performance.

Net Profit / Loss = Net Equity - Net Deposit = (Opening Equity - Ending Equity) - (Deposit - Withdrawal)&#x20;

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FS8VxKl83UL4LIZWzWNV0%2Fimage.png?alt=media&#x26;token=5dd77438-cc13-4492-9340-d43d5b35e31c" alt=""><figcaption></figcaption></figure>

#### <mark style="color:red;">C)   Summation of Data</mark>

The MT4 Comprehensive Report Extension now includes the summation of the following data:

* Initial Equity
* Final Equity
* Net Deposit
* Net Equity
* Net Profit/Loss

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2Ft3Qef2902GhTJQ1ohwwI%2Fimage.png?alt=media&#x26;token=376f966e-2d65-4c2f-bfe8-cb815e86afae" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**2)   Customizable Trading Server Display**</mark>

The trading platform name is no longer visible to you or your clients. This enhancement offers flexibility, allowing you to specify the trading server name based on your business preferences.&#x20;

To amend the trading server name, follow the steps below:&#x20;

1. Navigate to Settings > Trading Platform Settings.&#x20;
2.  Locate the trading platform you wish to amend and click the "..." icon.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FEBRKmpTbpXjzfFLd4mde%2Fimage.png?alt=media&#x26;token=6c2c3f9d-148e-430c-95b6-f48bd8701bce" alt=""><figcaption></figcaption></figure>
3.  Click "Edit".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FlobTnWQ74mQ2OxrSwYjc%2Fimage.png?alt=media&#x26;token=3449ad13-ba12-4c1d-980a-0180e17a6b9e" alt=""><figcaption></figcaption></figure>
4.  Make the necessary changes and click "Save".&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FaRaeSZ6UVGxxDp936ENd%2Fimage.png?alt=media&#x26;token=c7a67a74-f629-417e-a97c-85a20e737fb5" alt="" width="267"><figcaption></figcaption></figure>
5.  Your clients will see the updated trading server names accordingly.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FtKUyAWO6MxtcrokzsIps%2Fimage.png?alt=media&#x26;token=22c87a5d-ed8d-4588-830e-0b43c1ce7495" alt=""><figcaption></figcaption></figure>
