Accounts registration in CRM

In new version of CRM 2.7.0.0 managers can register new users accounts directly from CRM interface.

The manager has to select the client and push the “Register” button. Login and password are automatically sent to the client’s mail to sign in the Trader’s Room.

Other useful features

• Printing reports directly from CRM has been added. The report form and all formatting conditions are saved.
• The information retrieval in reports has been improved. The information can be found, for example by account number or user name for now.
• The possibility to change user account type inside CRM has been added.

Contact Sales Department for more details regarding the UTIP CRM 2.7.0.0.

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