Trader’s Room 2.12.0 was added with the «Trading Ideas» widget, the function to make a confirmation requests of account replenishment and simplified account opening procedure
The «Trading Ideas» widget from MarketCheese
«Trading Ideas» widget was set up to the main page of the Trader’s room.
In this section users registered on the MarketCheese service, share their views and predict Forex market events. The widget displays the 10 most recent trading ideas.
Clicking on the «Go to ideas» button traders get to the MarketCheese service in the «Trading ideas» section. They can register a profile there, leave comments on predictions and discuss other users‘views.
Confirmation requests of account replenishment by manual payment system
It is affordable to make a confirmation requests of account replenishment for manual payment system.
Resulted from mandatory confirmation of deposit requests an account replenishment is thoroughly monitored.
Simplifying an account opening procedure
We’ve added a setting that allows traders to open an account without Email confirmation. Thus, trader’s path to making a deposit and starting real trading becomes one step shorter.
Contact Sales Service to get more information about Trader’s Room 2.12.0 new versions.
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In UTIP mobile 1.28.0, we have added a “Trader’s Room” button and implemented “seamless” redirection from the mobile trading terminal to the mobile personal account.
“Seamless” redirection works without entering your account details and wasting extra time
The new feature has been implemented in the form of an ecosystem which offers traders various ways to use the app’s services. After redirection from the mobile terminal to the personal account, the trader can:
-Open a new trading account
-Top up a trading account
-Transfer funds from one account to another
-View their trading history
-Submit queries to the broker’s technical support team
This functionality is available both for the mobile app and the web version of the mobile trading platform.
To get more information about new versions of the mobile trading terminal 1.28.0 and mobile Trader’s Room 1.5.0, refer to our Sales Department.
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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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