V7.36.0 - 2025 Q2 Quality of Life (QOL) Update

Released Date - 5 March 2025

Our QOL update introduces a range of quality-of-life improvements designed to enhance your day-to-day experience with the CRM. From enhanced wallet permissions to streamlined data entry and smarter engagement tracking, these updates focus on making your operations faster, simpler, and more intuitive—without compromising on power or control.

Whether you’re monitoring deposits, following up with leads, or analyzing client growth, this release is all about working smarter and giving you the tools to do more with less effort.

Key Function Highlights

1. Customizable CRM Wallet Permissions: Configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.

2. Enhanced Client Engagement Tracking: Track client and lead engagement more effectively with new timestamps for last calls and email interactions. Easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.

3. Manual Date Entry: You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.

4. "First Deposit Amount" Added to "Comprehensive Account Report": View the "First Deposit Amount" in the "Comprehensive Account Report" to better evaluate client profitability and growth. Compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.

5. "Client ID" Added to "Request Reports": "Client IDs" are now visible in "Request Reports", making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.

1) Customizable CRM Wallet Permissions

You can now configure deposit, withdrawal, and transfer permissions with greater flexibility. Enable or restrict actions to suit operational needs, enhancing both security and compliance.

To do so, follow these steps:

A) Application - Disable Deposits to CRM Wallets

B) Application - Disable Withdrawals to CRM Wallets

C) Application - Disable Transfers for CRM Wallets

2) Enhanced Client Engagement Tracking

You can track client and lead engagement more effectively with new timestamps for last calls and email interactions. Furthermore, you can easily filter based on these metrics to improve follow-up timing, boost outreach efficiency, and monitor sales team performance.

We’ve added two new fields to the Clients and Leads Module to allow you to track client and lead engagement effortlessly:

• Last Call Time

• Last Email Time

Additionally, you can sort the client list based on the last call time and last email time to easily identify clients in need of follow-up. To sort the client list simply click the "Sort" icon.

Furthermore, you can filter clients and leads based on these metrics by specifying a date range.

3) Manual Date Entry

You can now type in dates directly, without needing to navigate the calendar picker. This small but helpful improvement makes interactions quicker for both you and your clients.

This function applies to date fields required during registration or KYC.

1. Registration Forms

   
2. KYC Form

   

Application

1. When date fields are configured in either of these modules, your clients will see the required date format when they click the field.

   
2. They can either manually input the date or use the calendar navigation.

3. If they manually enter the date and the format is incorrect, an error message will be displayed.

   
4. When amending date fields for clients via the Back Office portal, the same concept applies. You can manually enter dates or use the calendar for navigation. If an incorrect format is entered, an error message will be displayed.

   

4) "First Deposit Amount" Added to "Comprehensive Account Report"

You can view the "First Deposit Amount" in the "Comprehensive Account Report" to better evaluate client profitability and growth. This allows you to compare profit and loss against the initial deposit to assess performance in relation to the starting account size, and track how clients grow their accounts over time.

To view the "First Deposit Amount" field, follow these steps:

You can also filter the report based on the "First Deposit Amount" by specifying a minimum or maximum range. The report will then display accounts with first deposit amounts within the selected range.

If you fill in the minimum amount, the maximum amount will become a required field.

Conversely, if you enter a maximum amount, the minimum amount will automatically default to 0, but you can adjust it as needed.

5) "Client ID" Added to "Request Reports"

"Client IDs" are now visible in "Request Reports", making it easier to match records, filter data, and maintain accuracy—especially useful for client networks that follow standardized ID formats and naming conventions.

"Client IDs" are added to the following request reports:

1. Open Account

2. Update Leverage

3. Deposit

4. Withdrawal

5. KYC

6. Upgrade to IB

7. Reset Password

8. New Withdrawal Information

9. Trading Competition

10. Prop Trading Participation

11. Prop Trading Live Step

"Client IDs" are not included in the Trader Registration and IB Registration Request reports, as client IDs have not been created during these processes yet.

To view "Client IDs" in the Request Reports, follow these steps:

You can also filter the report based on "Client ID".