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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:

  • Operational teams can fix wrong execution dates without technical help.

  • Reports, positions and reconciliations better reflect the real intended trading timeline.

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:

  • Dealers and admins see all instruments in one place.

  • Faster symbol lookup and fewer configuration mistakes.

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:

  • Managers and agents can log actions for a client without leaving the client card.

  • Speeds up follow-ups and improves accuracy of action history.

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:

  • Smoother navigation between client lists and details.

  • Fewer mis-clicks into the side menu during intensive work.

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:

  • Agents can enter and review long, structured notes without friction.

  • Better documentation and handover between teams.

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

  • Agents always have a clear way to scroll horizontally to see all columns.

  • Reduces training and frustration for desktop users working with wide tables.

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:

  • Power users can open multiple clients, buckets or analytics views in parallel.

  • UX is more predictable across browsers and operating systems.

3. Buckets & 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:

  • 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.

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:

  • Marketing and sales can quickly slice leads by campaign.

  • Easier analysis of which campaigns feed each bucket.

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:

  • One click from a lead directly to the full client profile, with all usual permissions.

  • Cleaner, more consistent URLs for bookmarking and navigation.

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:

  • Buckets open directly on the main operational view used by agents.

  • Less extra clicking for everyday lead handling.

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

  • Managers can see which desk each lead belongs to and quickly re-focus by desk.

  • Better support for desk-based performance monitoring and balancing.

4. Tradersroom imports & Open API: fewer failed registrations

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

  • 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.

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:

  • Affiliates and integrators can correctly detect duplicates and avoid retry loops.

  • Easier error handling and more predictable partner integrations.

5. Tables & filters: clearer, more consistent behaviour

WIFOX-361 – Auto-select & 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:

  • Users no longer need to repeatedly choose the only available project.

  • Fewer misconfigurations and faster filter setup.

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:

  • Terminology matches what business users expect.

  • Less confusion when reading or training on Actions-related reports.


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