AXIS CRM v7.9.0 Update – Optimizations Across Multiple Modules
In our most recent update, we’ve focused on optimizing essential CRM modules. Key improvements include expedited onboarding with the ability to opt out of email OTP verification during account registration. Furthermore, trading reports are now automatically generated by default, and editing promotional link domains is now a seamless process without the need for recreation. Additionally, we have refined the user interface to enhance navigation and intuitiveness. Discover the details of these updates and enhancements below.
Key Function Highlights
Disable Email OTP Verification
You can now opt for a faster account registration process by disabling email OTP verifications at the time of registration. This allows your clients to swiftly onboard initially and then choose to reinforce security by activating OTP verifications at a later stage.
Send Trading Reports by Default
Automated delivery of trading reports is now the default option upon trading account creation, eliminating the need for manual activation.
Update Domain for Promotional Link
You now have the ability to directly edit link domains, removing the hassle for deletion and recreation, thereby saving time and effort.
UI Enhancements
- Client Portal Improvements: Your clients will now enjoy improved access to their User ID and Referral code, making it easier for them to navigate the platform.
- Client Group & Role Permissions UI Optimization: To streamline user experience, visible “Edit” icons have been implemented, simplifying the process of modifying group and role names and descriptions for improved usability.
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and FX technology provider headquartered in Singapore, with over 15 years of global presence in Hong Kong, Malaysia, India, Cyprus, Thailand, and China. We specialize in performance-driven, bespoke solutions, serving over 350 clients in more than 50 countries with our liquidity aggregator technology, brokerage and prop trading solutions, and enterprise blockchain development.
