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UTIP CRM and UTIP Mobile Trader’s Room. June 2024
18 June 2024

The UTIP CRM 2.39.0 release embodies the updated “Reports” section, the feature of ticket handling in the client’s card, a new right for the administrative staff, and logging in the client’s card. Meanwhile, with the UTIP Mobile Trader’s Room 1.19.0 release we’ve created the “Company documents” menu item and refreshed the “Accounts” and “Tickets” pages.

UTIP CRM: updated ‘’Reports’’ section 

The “Reports” section has been completely redirected to a new engine “React" so that it makes the interface more intuitive, efficient, and enjoyable. Furthermore, we’ve turned around the section design and made its performance enhanced.

UTIP CRM: ticket handling in the client’s card

The implementation of ticket handling in the client’s card gears to process trader’s matters in the shortest possible time, as well as view the communication history without turning back to the main section. This caters to having the communication streamlined and improving the customer service and experiences.

UTIP CRM: access restriction to the ‘’History’’ page

The admin staff has been given a new right to ensure customer data privacy. Now the access to the “History” page of the client can be blocked in order to protect their sensitive data from security leaks and third-parties access. This innovation ensures high levels of data protection and grants strong credit of trust to the company.

UTIP CRM: logging in the client’s card

With the current release, the client’s history logs two actions: phone view and deletion of the trader’s ticket so that it surges in transparency and control of the employees actions.

UTIP Mobile Trader’s Room: a new menu item “Company documents”

In the UTIP Mobile Trader's Room we’ve added a new menu item “Company documents” designed for information purposes of trades to view and read key corporate documents.

UTIP Mobile Trader’s Room: updated “Accounts” and “Tickets” tab pages

The “Accounts” and “Tickets” tab pages have been refreshed with a new design and made wider with functionality so as it ensures simplicity in their usage, effective account and ticketing system management.

For further information about the UTIP CRM 2.39.0 and UTIP Mobile Trader’s Room 1.19.0, do not hesitate to contact the Sales team.

Stay tuned with the recent product updates in the «News» section on our website.

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