AXIS CRM v7.42.0 Update – 2025 Q2 Quality of Life (QoL) Updates Part 2
Greater control. Smoother workflows. Smarter tools.
Our latest QoL release introduces a range of focused enhancements to improve your daily CRM operations. With refined KYC controls, enhanced notification options, and improved approval visibility, these updates are built to make your workflows more efficient and intuitive.
Whether you’re handling client requests, setting up accounts, or managing compliance, this update provides practical tools that help you stay organized, responsive, and in control — every step of the way.
Key Function Highlights
1. Pending Request Counter in Approval Menu
The Approval Module now shows the number of pending requests directly in the navigation menu—giving you an instant snapshot without needing to open the module.
2. Trading Disabled Until First Deposit
New trading accounts can now be configured to have trading disabled by default. Trading will be automatically enabled once the account is funded through a deposit, internal transfer, rebate, bonus, or contest reward. This prevents premature trade attempts that may result in excess error logs and system load.
3. Independent KYC Configuration for Live and Demo
You can now configure KYC requirements separately for live and demo accounts. Clients will also see a KYC prompt before completing the account creation form—providing greater clarity and setting expectations upfront.
4. Smarter System Notifications
BCC Support
Add BCC recipients to system emails for better internal visibility and archiving.
New Client Alerts
Clients will now receive real-time updates on withdrawal requests, IB registrations, KYC submission failures, and multi-step withdrawal progress.
“Remarks” Included in Notifications to Referrals
When a client request is approved or rejected, any internal remarks—such as rejection reasons — will now be shared with the associated Referrals, improving transparency and communication.
5. Default Asset Class Settings for Fortex Accounts
Set default asset classes for Fortex accounts directly within the CRM. These settings will auto-apply to new Fortex accounts, ensuring consistent setup without manual configuration.
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and FX technology provider with over 15 years of global presence across China, Hong Kong, Malaysia, India, Thailand, and Armenia. We deliver performance-driven, bespokesolutions to more than 350 clients in over 50 countries, offering institutional-grade liquidity, brokerage and prop trading solutions.
