# Release 1.17.0

## **1. Trading: better control and visibility**

**WIFOX-266 – Trading: change execution day for open orders**  
Trading managers can now correct the **executed day/date** of open orders in the trading orders screen.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-operational-teams-ca"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Operational teams can fix wrong execution dates without technical help.
- Reports, positions and reconciliations better reflect the real intended trading timeline.

</div></div></div></div>**WIFOX-238 – Trading configuration: “All” tab for symbols**  
A new **“All”** tab in trading configuration shows the full list of symbols and is selected by default. Search works on the complete symbol set.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-dealers-and-admins-s"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Dealers and admins see all instruments in one place.
- Faster symbol lookup and fewer configuration mistakes.

---

</div></div></div></div>## **2. Faster day-to-day work in the client area**

**WIFOX-237 – Fast “Create Action” from client card**  
In the client view, a **“+ Add”** button above the Actions table opens a focused “create action” form for that client, with the client prefilled and locked.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-managers-and-agents-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Managers and agents can log actions for a client without leaving the client card.
- Speeds up follow-ups and improves accuracy of action history.

</div></div></div></div>**WIFOX-328 – “Completed by default” configuration per Action Type**  
Each Action Type in `/settings/actions` now has a **“Completed by default”** flag. If enabled (e.g. for comment‑style actions), newly created actions of that type are pre‑marked as **Completed** across all creation entry points, while still allowing manual override.  
**Business impact:**

- Fewer clicks for actions that are always done at the moment of creation (e.g. logging a note).
- More consistent action statuses and more reliable action‑based reporting.

**WIFOX-318 – Easier-to-click Back button in client card**  
The Back button in the client form was redesigned to have a larger, more forgiving click area and better placement.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-smoother-navigation-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Smoother navigation between client lists and details.
- Fewer mis-clicks into the side menu during intensive work.

</div></div></div></div>**WIFOX-295 – More usable comment text area**  
The Comments textarea in the client edit form has been implemented according to the new design (larger and more comfortable for long text).  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-agents-can-enter-and"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Agents can enter and review long, structured notes without friction.
- Better documentation and handover between teams.

</div></div></div></div>**WIFOX-240 – Horizontal scrollbars stay visible when zooming**  
Tables now keep their **horizontal scrollbars** visible even when browser zoom is changed.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-agents-always-have-a"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Agents always have a clear way to scroll horizontally to see all columns.
- Reduces training and frustration for desktop users working with wide tables.

</div></div></div></div>**WIFOX-277 – All navigation behaves like native browser links**  
Clickable navigation elements across CRM now behave like real browser links (open in new tab/window, right-click menu, middle-click, Ctrl/Cmd+click).  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-power-users-can-open"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Power users can open multiple clients, buckets or analytics views in parallel.
- UX is more predictable across browsers and operating systems.

</div></div></div></div>**WIFOX-385 – Add desk/project members without losing search results**  
When adding members to a **Desk** or employees to a **Project**, the **search results now remain visible** after each person is added; the search term and results are preserved so multiple people can be added in sequence.  
**Business impact:**

- Speeds up onboarding and configuration when many employees need to be added at once.
- Reduces frustration from “disappearing” results and lowers the chance of configuration errors.

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">---

</div></div></div></div>## **3. Buckets &amp; leads: better context and one-click focus**

**WIFOX-325 – “Only unassigned leads” fast toggle (per bucket)**  
On the bucket **Leads** tab, a toggle above the table switches between **all leads** and **only unassigned leads**, and this preference is remembered separately for each bucket.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-team-leads-can-insta"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Team leads can instantly focus on leads that still need an owner.
- Each bucket “remembers” how its leads are usually viewed, reducing repetitive filter setup.

</div></div></div></div>**WIFOX-327 – “Campaign ID” column in bucket leads**  
The bucket leads table now has a **“Campaign ID”** column (with sorting and text filter) showing the campaign from the client record.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-marketing-and-sales-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Marketing and sales can quickly slice leads by campaign.
- Easier analysis of which campaigns feed each bucket.

</div></div></div></div>**WIFOX-360 – “Country” column in bucket leads (sortable &amp; filterable)**  
The Bucket → Leads table now has a **Country** column (after FTD) with full support for sorting and filtering by country.  
**Business impact:**

- Managers can quickly focus on leads from specific regions without exports.
- Improves geographic analysis and regional allocation directly in the CRM.

**WIFOX-331 – Open client card from lead + clean URL**  
From a lead view in Buckets, users can now open the **standard client view card** for the related client. At the same time, the route typo was fixed from `/leed` to `/lead`.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-one-click-from-a-lea"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- One click from a lead directly to the full client profile, with all usual permissions.
- Cleaner, more consistent URLs for bookmarking and navigation.

</div></div></div></div>**WIFOX-332 – Buckets open on Leads tab by default**  
When opening a bucket page without specifying a tab, the system now lands on the **Leads** tab instead of Analytics.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-buckets-open-directl"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Buckets open directly on the main operational view used by agents.
- Less extra clicking for everyday lead handling.

</div></div></div></div>**WIFOX-329 – Buckets: default Leads tab now works in all languages**  
The logic for opening the **Leads** tab by default in bucket views was refactored to use internal keys rather than translated labels, so it behaves correctly across **all UI languages**.  
**Business impact:**

- Non‑English users land on a valid, populated tab instead of hitting empty or incorrect tabs.
- Fewer locale‑specific glitches and support tickets.

**WIFOX-355 – “Desk” column with sorting &amp; filtering in bucket leads**  
The bucket leads table now shows a **Desk** column and allows sorting and filtering by desk.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-managers-can-see-whi"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Managers can see which desk each lead belongs to and quickly re-focus by desk.
- Better support for desk-based performance monitoring and balancing.

---

</div></div></div></div>## **4. Tradersroom imports &amp; Open API: fewer failed registrations**

**WIFOX-322 – More tolerant validation for Tradersroom fast registration/import**  
Tradersroom import / fast registration forms now:

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-accept-more-real-wor"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Accept more real-world email formats.
- Automatically strip non-numeric characters from pasted phone numbers.
- Allow any characters in first/last names.  
    **Business impact:**
- Fewer failed imports due to overly strict validation.
- Less manual “data cleaning” before uploading partner files.

</div></div></div></div>**WIFOX-324 – Clear duplicate error for client registration (Open API)**  
When a client registration via Open API hits a duplicate, the API now returns a **clear, machine-readable duplicate error** (dedicated status and error code).  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-affiliates-and-integ"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Affiliates and integrators can correctly detect duplicates and avoid retry loops.
- Easier error handling and more predictable partner integrations.

---

</div></div></div></div>## **5. Tables &amp; filters: clearer, more consistent behaviour**

**WIFOX-361 – Auto-select &amp; lock Project in Fast Filters (single-project mode)**  
If a CRM instance has only **one project**, Fast Filters now automatically select that project and make it read-only, clearing other pre-filled values.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-users-no-longer-need"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Users no longer need to repeatedly choose the only available project.
- Fewer misconfigurations and faster filter setup.

</div></div></div></div>**WIFOX-353 – “Message” renamed to “Description” in Actions tables**  
In all Actions-related tables (Actions module and client views), the column previously labeled **“Message”** is now consistently labeled **“Description”**.  
**Business impact:**

<div class="_19itglyw _vchhusvi _r06hglyw" id="bkmrk-terminology-matches-"><div class="ak-renderer-wrapper is-undefined css-pw7jst"><div class="css-1415wuf"><div class="ak-renderer-document">- Terminology matches what business users expect.
- Less confusion when reading or training on Actions-related reports.

  
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