CRM 2.21.0 introduces currency selector for report generation and the ability to duplicate leads. In WebOffice 2.19.0 setting the order of payment methods is added.

Currency selector

Currency selector is added to the CRM. You can choose which currency the “Sales Report” will be displayed in: EUR or USD. Conversion of amounts in the report is calculated based on exchange rates for each day.

Duplicate leads

CRM now has a lead duplicate setting. The manager can create duplicate clients through the client card, API («createLead» function) and when importing clients. In this case, checking for duplicates by e-mail and phone will be disabled.

Payment methods setting

You can set up the order of payment methods for Trader’s Room in WebOffice. The order can be changed both for entire groups of payments and for payment methods within these groups.

Please contact the Sales Department for more information on a new version of CRM.

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We have released February WebTrader update 1.21.0. Now the WebTrader is integrated into the Trader’s Room via iframe and opens when clicking on the required tab in the Trader’s Room menu.

Now two modes of trading are available for traders: via browser on the terminal page and in the Trader’s Room on a broker’s website. At the same time the functionality of the trading terminal in the Trader’s Room remained practically unchanged.

It is possible to use the new function only in the Trader’s Room with activated ACS (AccountsServer). You can pre-activate and configure the new function in the Trader’s Room. 

Please contact the Sales Department for more information on the new version of the WebTrader 1.21.0.

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Affiliate’s Room 1.8.0 is now compatible with the first edition of the Trader’s Room. Notifications about new referrals registrations had been added. The possibility of assigning referrals to a specific partner has been added.

Compatibility with the first version of the Trader’s Room

Previously, partner referral links worked only with the Trader’s Room of the second edition. Now they are automatically generated to work with the first edition of the Trader’s Room.

New Referrals registration notification

When a new referral is registered in the Trader’s Room, the administrator receives a notification email. Notifications allow you to respond more quickly to new registrations of referral’s traders.

Assigning referrals to the partners

Now you can manually assign a referral to a specific partner via CRM. This function will be useful if the trader has not registered using the partner’s referral link.

For detailed information about the new version of Affiliate’s Room 1.8.0 please contact the sales department.

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