The UTIP CRM 3.20.0 features a display of manual functions in the client’s history and in-built reference materials to use Postback and Tickets. In the new version of UTIP Admin 2.43.0, the «Description» field for payment systems has been moved directly into the payment methods.
UTIP CRM: manual functions in the client’s history
The client’s card displays not only deposit or withdrawal requests, but also all the transactions manually processed by managers. This gives a full scope of trader’s financial activity, improves transparency and monitoring simplicity.
UTIP CRM: reference materials for Postback and tickets
The Postback and the Tickets now include in-built instructions that help users master the CRM system.
UTIP Admin: Instruction field for payment methods
The UTIP Admin has been expanded with the instruction field for payment systems. It can be found right in the payment methods. This hereby allows you to add the name and a detailed payment instruction for each method. It’s already available in different languages.
For more information about UTIP CRM 3.20.0 and UTIP Admin 2.43.0, do not hesitate to contact our Sales team.
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The UTIP CRM 3.19.0 update has been rolled out with a first appeared module called “Verification” and the option to disable ticket creation in all products. Above all, we’ve improved the information visibility in the requests, action table and a client’s history. The UTIP Mobile Trader’s Room 1.24.0 features an updated interface on the verification page, and a display of the broker’s comment.
UTIP CRM: verification module
The verification of the trader is now underway in the UTIP CRM — without necessity to use the UTIP Admin. Employees are able to submit or reject requests, leave comments which are available in the Trader’s Room, and track the whole verification history. This amends the process, making it transparent and convenient for applicants and verifiers.
UTIP CRM: disabling ticket creation in all products
Now, the CRM users can make use of a new option to disable ticket creation and adapt the interface to team operating scenarios. Once the switch is turned off, the changes apply to all the products.
UTIP CRM: card holder and expiration date
A card holder and the expiration date are now visible in the request information window. All the key details on payment systems (Visa and Mastercard) are compiled in one spot. This simplifies the verification procedure and makes it easier to process the requests.
UTIP CRM: exact time in notifications
In the “Actions” table, the “Notification” column displays the exact time instead of “Yes” and “No”. This allows you to see the trigger time of the action and thus, optimize the business process and keep track of your tasks more efficiently.
UTIP CRM: filter option in the client’s history
The client’s history has been updated with a new column that filters data by selection. The user will be able to look through the data within a certain section. Hence, this makes the search of information instant and more efficient.
UTIP Mobile Trader’s Room and UTIP Trader’s Room: broker comments in the verification block
We’ve made changes to information visibility and added broker’s comments to the interface. Once traders check out their verification status in the profile, they can view the reason for request rejection, and, if necessary, edit some information without any extra emails or calls.
For more information about UTIP CRM 3.19.0 and UTIP Mobile Trader’s Room 1.24.0, feel free to contact the Sales Team.
Stay tuned for the recent product developments in the News section on our website.
The latest version of UTIP WebTrader 2.18.0 comes with a revamped «News» module, innovative relevance period and profit potential in market forecasts, and a brand new margin percentage (%) in the symbol information window for CFD calculation types. We’ve also made significant improvements to UX modules for you to scroll through the news, forecasts and calendar events.
Updated News module
The «News» module has been recently integrated into WebTrader, providing latest world news and key indicators linked to major economic events. With daily coverage of popular currency pairs, cryptos, metals, and energy commodities, market players can quickly keep track of their price movements and make well-informed trading decisions.
Economic release reports provide valuable insight into the asset’s actual value, prevailing trend, and its potential impact on related commodities.
Users can filter news by importance and symbol directly from the active chart. The filtering mechanism now works in a way that traders are familiar with from events and forecasts.
Added relevance period and profit potential to forecasts
The «Forecasts» module has been updated to include their relevance period and profit potential in pips, as projected by the author of the publication. This enhancement empowers users to better assess their importance and make more rational choices.
Extended margin percentage for CFD calculation type
Symbols that settle in CFDs now display the margin percentage (%) in their info windows. This is the amount reserved in your account to secure open positions. Therefore, traders can determine how much of their funds will be reserved before opening a position and make up a plan accordingly.
Revamped UX to view news, forecasts and calendar events
The «News» window has been redesigned for greater usability:
- The platform has eliminated interference with terminal operations, allowing you to trade and read at the same time.
- Window sizes and locations have been adjusted, and the system now remembers your preferences for future sessions.
- Links have been added within the news to access related forecasts and events.
- A history feature has been introduced, enabling you to revisit previous news items using the «Forward» and «Back» buttons.
Do you want to know more about UTIP WebTrader 2.18.0? Feel free to contact our Sales department.
Stay tuned for all the latest product developments in the News section of our website.