Wifox Business Core Solution - WBCS

WBCS is a versatile finance-focused solution (Customer Relationship Management) system that can b...

The main module of the WBCS system is Projects. The current active project is always displayed at...

The Analytics module provides a unified dashboard of key performance indicators (KPIs), user acti...

Below the widgets, each chart offers deeper insights. You can toggle between different tabs (e.g....

Click the Filter button at the top-left of the Analytics page. This slides out a Customize analyt...

Every chart (and certain widgets) includes a calendar icon ( 📅 ) at the top-right corner of its f...

Inline Tooltips: Each chart heading and each toggle in the Customize analytics drawer has a small...

The Projects module is the foundational container in Wifox Business Core Solution. Every record y...

Use Case #1: Managing Different Websites Projects can be used to manage different websites. For ...

Projects are the foundational containers in Wifox Business Core Solution (WBCS)—each one encapsul...

Once a Project has been created, you can update its settings and manage its members from the Edit...

Warning: You cannot delete the system’s Default Project—its trash icon is disabled. O...

Desks are the core building blocks of your Projects in Wifox Business Core Solution, providing fi...

Use Case #1: Managing Offices in Different Countries Desks can be used to manage various offices...

Desks in Wifox Business Core Solution are the building blocks of your organizational structure wi...

In Wifox Business Core Solution (WBCS), Desks are the logical work-areas—departments, offices, or...

When to Delete a Desk You ran a pilot “Beta Test” Desk that never went live. You permanently ...

The Affiliate Hub module serves as a centralized toolkit for tracking, organizing, and managing l...

Use Case #1: Managing Different Affiliate Companies Affiliate Hub can organize clients from mult...

Affiliate Hub module lets you group new clients by their acquisition source—affiliate campaigns, ...

Once an Affiliate Hub is created, you may need to update its settings—whether to adjust its name,...

When you have many affiliate hubs, the Search box helps you quickly locate the one you need by fi...

The Configurations tab within each affiliate hub lets you manage two key entities for tracking an...

Automating your affiliate hubs lets you route incoming clients to the right desks without manual ...

The Leads section lets you see every client captured by this affiliate hub—complete with their em...

While the Automation section streamlines lead distribution, you can always take direct control by...

Employees and Affiliates can access analytics only when the relevant permission is enabled in the...

When an affiliate hub is no longer needed, you can permanently remove it. Be careful—deleted affi...

Once an affiliate hub is created and connected to a project, it becomes an active entry point for...

Sources define where leads come from, allowing you to track and analyze acquisition channels. The...

The Employees module is designed to manage your team members. In this module, you can view and mo...

Use Case #1: Onboarding New Hires When a new employee joins, you create their profile in the Emp...

Whether you need to update a user’s details, reassign them to different Projects, or completely r...

In Wifox Business Core Solution, employees with restrictive roles (e.g. “View Own”) must be expli...

Editing an employee lets you keep your team’s access, credentials, and schedules up to date as ro...

Use the Search and Filter tools in the Employees list to find anyone on your team—whether you kno...

Deactivating an employee suspends their access without removing their record; this preserves audi...

The Employee form now includes two distinct tabs—General and Calendar—so you can both manage a te...

The Roles module is the heart of your access-control framework in Wifox Business Core Solution. I...

Use Case #1: Delegating Support vs. Administrative Tasks Create two Roles—“Support Agent” with p...

Creating a custom Role in Wifox Business Core Solution lets you precisely control which modules a...

Before assigning permissions or troubleshooting access issues, it’s crucial to know exactly who h...

When your organization has many custom roles, finding the exact one you need can be cumbersome. T...

Over time, your organization’s needs may evolve: you might need to grant additional permissions t...

When a role is no longer needed—perhaps because you’ve reorganized teams or replaced it with a mo...

Roles are arranged by rank to control who can create or assign roles at different privilege level...

The Clients module is designed to grant access to all clients stored within the CRM, based on you...

#1 Onboarding New Markets Scenario: You’re expanding into Europe and Latin America.Solution: Cre...

Use the Clients module to add key contacts or corporate accounts into Wifox. Depending on your bu...

Once a client exists in Wifox, you can fine-tune their profile, track interactions, upload docume...

The “Reassign” action lets you bulk‐update key client attributes—Desk, Manager, and Status—all at...

Efficiently managing your client base requires both pinpoint searches and flexible filtering. In ...

Sometimes you need to remove a client from active workflows—whether they’ve closed their account,...

The Import feature simplifies the process of adding or updating large volumes of client data. By ...

The Export feature offers a simple and efficient way to manage and retrieve large volumes of clie...

The Columns customization allows you to customize the order and visibility of columns. This helps...

Managing Favourite Clients lets you quickly bookmark important clients. Once added, those clients...

The Duplicates action identifies cases where a client registers more than once, typically using t...

«Send a message» allows you to send a private message from the system directly to a client. The c...

The Clients module includes an AI-powered voice assistant that allows you to filter and search cl...

The Actions module in Wifox Business Core Solution centralizes all client‐facing activities—such ...

Use Case #1: “Call” Logging and Outcomes Tracking When a sales rep completes a prospecting call,...

The Clients Actions module provides a centralized, read-only view of every action (notes, calls, ...

The Actions module is where you log every client interaction—notes, calls, comments, etc.—across ...

Updating an existing Action lets you correct typos, reassign responsibility, or add missing detai...

Deleting an Action permanently removes it from the system. Only do this if the entry was created ...

When your Actions table grows large, the Fast Filters panel allows you to narrow down results i...

The Search bar lets you quickly find individual actions by typing keywords, UIDs, client names,...

Subtypes let you further categorize each Action Type (e.g. Note, Call, Comment), enabling finer f...

The Requests module centralizes all client-initiated actions—support tickets, callback requests, ...

Use Case #1: Managing Service Inquiries Your consulting firm’s website has a “Request a Consulta...

The Requests module is your single pane of glass for all client-initiated actions—support tickets...

The Requests module not only lets you log new client requests, but also provides a full edit inte...

When your list of client requests grows, the Search bar (located above the table) and the Fast Fi...

To improve usability and flexibility, the Requests table supports column customization. This allo...

The Core Banking module in Wifox Business Core Solution (WBCS) provides a centralized, API-driven...

Use Case #1: Customer Account Onboarding & KYC Automatically create new digital accounts when a ...

The Configurations tab in Wifox Business Core Solution (WBCS) is your central hub for defining th...

To set Network fees for cryptocurrencies, you can configure them when adding a cryptocurrency in ...

The Payment Methods module is used to configure payment systems (e.g., ApplePay, LiqPay) that all...

The Platforms module is used to integrate and customize third-party platforms (e.g., banks) that ...

The Accounts module is designed to manage client accounts and is closely integrated with the Clie...

The Assets module provides centralized management of all assets in the system. It allows you to: ...

The Transactions section is designed to view and monitor all transactions that were created in CR...

The Banks section stores information about the details of the banks in use. This section is direc...

The Cards section stores information about the details of the cards in use. This section is direc...

The Configurations module in Core Banking allows managing project-specific settings. Unlike a glo...

The Invoices section is designed to create, track, and manage invoices issued to clients. It allo...

The Trading section is the control center for configuring tradable instruments and running day-to...

Use Case #1: Launching a New Trading PairOps adds a new instrument under Trading → Configurations...

The Configurations page defines market availability and all instrument/pair parameters used by pr...

The Price deltas module schedules temporary price offsets (in pips) for a chosen Symbol/Pair ov...

The Orders page is the operational workspace for viewing, filtering, creating, and editing client...

Trading Groups define leverage and trading parameter overrides for clients registered within the ...

The Commerce Hub section is your central hub for managing the ecommerce components of your platfo...

Use Case #1: Publishing New Products Your e-commerce team wants to onboard a new line of items...

The Offerings page in Commerce Hub is your central catalog for defining and managing the items av...

The Orders page gives you a read-only ledger of all customer purchases. You can sort, search, a...

The Marketplace → Configurations page lets you set up all your Marketplace lookup‐lists—lik...

The Categories section lets you organize your Products into hierarchical groups for easy discov...

The Payment Methods section lets you configure which payment options appear in your sto...

The Cybersecurity & Risk module serves as the central hub for all security operations within your...

The Incident Reports section in Security Core is essential for tracking and managing security-r...

Violation Reports generally refer to compliance or policy violations that an automated scanner id...

Malware Reports track the output of antivirus or anti‐malware scans on servers. Common tools incl...

Security Assessments or Penetration testing is the practice of simulating attacks on a system or ...

Continuous Integration (CI) and Continuous Deployment (CD) are practices that help you quickly an...

The CMDB module provides a centralized view of configuration items (instances) grouped by project...

Use the Pipelines page to connect your external CI/CD systems (like Jenkins) and view build runs ...

The CI/CD (Continuous Integration / Continuous Deployment Management System) is designed to strea...

The Finance section is used to configure blockchain-related financial parameters and enforce wall...

The Client Area module provides a centralized place to register, configure, and manage every “fro...

Use Case #1: Onboarding a New Customer Portal When a client launches a new branded dashboard, ad...

The Client Area module lets you tailor how customers interact with your system—controlling everyt...

The Translations module is your single source of truth for every short text element in the Client...

The Texts section is where you handle longer content blocks—like notification bodies, modal descr...

The Templates section lets you create, organize, and maintain reusable communication assets—email...

The Banners section lets you upload, localize, and control the display of your website’s header g...

The Documents section lets you store and control downloadable files on your site—PDFs, licenses, ...

The Settings module is your CRM’s central control panel for defining how the system behaves, wh...

A robust security and authentication setup is fundamental to protecting sensitive customer data a...

Effective status management lets you tailor client and request lifecycles to your business proces...

Supporting multiple languages in your CRM ensures that users across regions can work in their pre...

Short UI elements—like button labels, menu items, and field names—are handled in Settings > Trans...

Long, structured content—such as notifications, email bodies, tooltips, and rich messages—is mana...

Clients Types define different types of clients  within the system. By default, there are two sta...

In Configurations, Verification Levels play a key role in managing the client verification proces...

In Configurations, the Verification Documents section allows administrators to define the require...

 The Clients custom fields section allows administrators to define additional, customizable dat...

We provide documentation with examples of API requests, which can be found [here]. The requests a...

The Buckets Leads Status API allows authorized systems to retrieve lead data for a given bucket a...

The Sign Up API allows external systems to register new clients in the platform. It supports: ...

WebAuthn is a method of identity verification that utilizes the security features of the device t...

Google TFA (Two-Factor Authentication) is a method of identity verification using an external app...

Phone TFA (Two-Factor Authentication) is a method of identity verification using your phone numbe...

The Calendar allows users to schedule and manage events efficiently. It supports different event ...

The Notifications panel (bell icon, top-right) collects alerts from across the CRM—events, assign...

The Identity & Access section controls how users and systems authenticate and access the platform...

Identification tokens provide a secure, programmatic way to authenticate and authorize external a...

The Integrations module is where you manage all third-party and internal service connections (e...

The Integrations module supports telephony providers such as CommPeak, CrocoCalls, Voiso, Imperit...

The AI Integrations section is used to connect external artificial intelligence providers (such a...