We have added the ability to massively delete employees from the system in the CRM 2.22.0. We have optimized the functionality of importing clients: we have added a page with a table of importing clients.
Mass removal of employees from the system
In the CRM, it is now possible to massively dismiss and delete employees, without going to the card for each of them. To do this, select the necessary employees and click on the buttons that appear: «Dismiss» and «Delete».
Features:
● When an administration employee responsible for a partner is dismissed and deleted, the system will offer to appoint a new responsible person from the list of available employees.
● When a sales manager responsible for customers or actions is dismissed and removed, the system will offer to appoint a new responsible person from the list of available employees.
● When a sales manager responsible for a desk is dismissed and deleted, the system will warn about the impossibility of performing the operation.
Optimized client import functionality
We have added a page with a table for importing clients. Now there is no need to wait for the import of clients to be completed. Employees can view the import status at any time, download a file with errors, or delete completed operations.
Features:
● Clients are imported from files starting from the first one added.
● An employee can only track their own import operations.
● File size limit: 5 MB and no more than 70,000 clients.
● The import process does not depend on third-party services.
For more information about the work of the UTIP CRM, please contact the Sales department.
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We have added an ability to automatically log in upon registration in the Trader’s Room 2.11.0. We have also integrated a new currency and made notifications when an account balance is zero. We have improved the display of the Market Cheese widgets. In the mobile Trader’s Room 1.4.0, a button redirecting to the mobile terminal has been added.
Zero balance notifications
On the main page of the Trader’s Room zero balance notification has been added. Following the link from the notification traders can immediately go to the payment page, deposit an account and continue trading. So, traders won’t miss the moment when they need to deposit the account.
If there are several accounts, the page for the first account will be opened in the list.
New currency «Turkish lira»
New currency Turkish lira (TRY) has been added. Now traders can:
– Open trading accounts in TRY, if a broker has set up such an ability.
– Make TRY the basic currency in the profile settings.
Improved analytics widgets by Market Cheese
We have changed the display of analytics widgets on the main page. An ability to go to the full version of the widget in the “Analytics” block has been added.
Automatic login upon registration
Traders will be able to automatically log in the Trader’s Room after activating the account using the link from the registration email. You no longer need to enter your login information manually. The system will automatically authorize the trader in the Trader’s Room.
Switch from mobile Trader’s Room to a trading terminal without additional authorization
We have added the button of switching to the trading terminal from the mobile Trader’s Room. Traders can go to the mobile version of the trading terminal without additional authorization.
For more information about the new versions of the Trader’s Room 2.11.0 and mobile Trader’s Room 1.4.0, please contact the Sales department.
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In the new update of the Affiliate’s Room we have linked accounts with the Trader’s room and added a function to set rewards above 100%. Also, affiliates now will be able to claim payouts from the broker.
A single account for the Affiliate’s room and the Trader’s room
We have linked accounts of the Affiliate’s and Trader’s rooms. This:
– allows traders to automatically sign in as affiliates, share their referral links and receive rewards for newly attracted customers
– makes it possible to attract affiliates to the field of trading
The accounts are linked via email. When adding an affiliate or a trader with an already existing account, you will simply use the password of the previously generated account.
The information about linked Affiliate’s rooms will be automatically displayed in Trader’s rooms of all registered traders.
Also, in the header of the Affiliate’s room we have added a “Trader’s room” button. It allows traders to switch to the Trader’s room without a necessity to log in.
A reward rate higher than 100%
In the “On first deposits” partnership type, we have added a function to set the affiliates’ reward size above 100%. Also, it has now become possible to turn rewards off by setting them to 0%.
Payout request
Now affiliates can claim a reward payout from brokers. On the page “Payouts” we have added an icon labeled “Payout request”. Notifications about requests will be delivered to email addresses of the broker company’s staff.
For more information about the Affiliate’s room, please contact the Sales department.
Keep an eye out for our updates in the News section on our website.