The UTIP CRM 2.33.0 update implementation includes:authorization under the Trader’s room user from the client card, display of phone number in the client table and card, as well as an automatic data update on the »Trading Operations» tab.

Authorization under the user account in the Trader’s Room from the client card

As part of a complex UTIP CRM update, the client card has been introduced with the function to log in to the Trader’s room under the user account. This functionality is adjusted within the appropriate rights.

Display of phone number in the client table and card

An »eye» icon has been added to the »Clients» table and client card to display the phone number so that it keeps data secure. An employee is able to view phone numbers within their rights. No more than one number can be seen at once.

Automatic Data Update

»Trading operations» tab has been supplemented with an automatic data update. This allows you to get up-to-date information immediately, without having to go back to the terminal or updating the page.

Feel free to contact our sales department to find out more information about the UTIP CRM 2.33.0

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