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Company news
22 July 2018
Meet WebOffice.one

We have launched a new website of WebOffice.one. project. You can learn more about Trader’s Room and CRM there, as well as receive the information for developers and partners.

About WebOffice project

WebOffice is a project of UTIP Technologies Ltd. The project team develops Trader’s Room and CRM for brokers. Both products can be integrated with two popular MT and UTIP trading platforms.

New WebOffice.one website

From now on, you can get acquainted with the products and activity of the project on the weboffice.one official website. Here you can find information for developers, as well as opportunities for potential partners of the project.

Key references

Trader’s Room
CRM system
For developers
For partners

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16 July 2018
CRM and Trader’s Room start to work with UTIP Web API 2.0

In the new Trader’s Room version any link can be attached to the main banner, “Company’s website” button can be renamed and the necessity to agree with company’s documents during the registration can be made compulsory.

The main banner is with the link now

Any link can be attached to the main banner. For example, you can inform the trader of the current special offers in details, introduce company’s news or just link the banner with the home page of your website.

“Company’s website” button can be renamed

In Trader’s Room new version, you can rename “Company’s website” button at your discretion. For example, enter the link of your website “www.company.org” or write “Company’s official website”.

The necessity to agree with the documents during the registration

In the new Trader's Room you can include the function of compulsory agreement with company’s documents during trader’s registration. This feature responds to the contemporary requirements of personal data processing in Europe for the international IT market (GDRP).

Contact Sales Departmentfor more details regarding UTIP Trader’s Room 2.1.

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15 July 2018
Client base import in CRM 2.8.0.0

The import of client base has appeared in CRM 2.8.0.0 as well as depositing and funds withdrawal has been improved and mass customization for clients’ actions has been optimized.

Instant client base import in CRM

In the new CRM it is now possible to load customer data independently. Form your own client base according to special template and click ‘Import’ button. Import function is available in two formats: xlsx or CSV.

Time saving when depositing/withdrawal of funds

Now broker can make deposits and withdrawals directly from CRM interface. Put a tick in the check-box in the pop-up window and change the request status to ‘Executed’.

Mass customization for clients’ actions

On ‘Clients’ tab broker is able to add the same type actions to several customers at once. Select all the necessary clients and click ‘New action’ button.

Contact Sales Department for more details regarding the UTIP CRM 2.8.0.0.

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