AXIS CRM v7.18.0 Update – Enhancements to Trading Server Access, Promo Links and more

This update introduces several key optimizations to your CRM. You can now configure which client groups can access specific trading servers, streamlining account openings across different servers. Plus, promotional links can now be paired with specific account types, ensuring a more targeted and tailored registration experience for your clients.

We’ve also introduced a new set of advanced settings to define which user types are authorized to refer clients, enhancing management of referral networks. Lastly, MT4 and MT5 reports have been improved to include the “reason” for each order, providing a comprehensive overview of the trade source—whether it’s from a client, dealer, or Expert Advisor.

Read on to discover more about these exciting enhancements!

Key Function Highlights:

1. Trading Server Access Management

Configure access for different client groups to specific trading servers, enabling efficient management, assignment and where applicable, segregation of account openings across multiple servers.

2. Account Type Assignment to Promotional Links

Designate specific account types to promotional links, managing which options are available to clients during registration. This facilitates easy differentiation of marketing campaigns across various regions.

3. Referral Authorization for User Types

Specify which user types (such as traders, IBs, or admins) are permitted to refer clients, thereby enhancing oversight of your referral networks and ensuring that selected referrals are strategically aligned with your business objectives.

4. Enhanced MT4/5 Report Insights