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5. Tooltip and Help Text
Inline Tooltips: Each chart heading and each toggle in the Customize analytics drawer has a small...
5. How to Delete a Desk
When to Delete a Desk You ran a pilot “Beta Test” Desk that never went live. You permanently ...
1. Analytics: Overview
The Analytics module provides a unified dashboard of key performance indicators (KPIs), user acti...
2. WBCS Modules and Their Relationship
The main module of the WBCS system is Projects. The current active project is always displayed at...
2. Actions: Use Cases
Use Case #1: “Call” Logging and Outcomes Tracking When a sales rep completes a prospecting call,...
2. Client Area: Use Cases
Use Case #1: Onboarding a New Customer Portal When a client launches a new branded dashboard, ad...
2. Core Banking: Use Cases
Use Case #1: Customer Account Onboarding & KYC Automatically create new digital accounts when a ...
2. Requests: Use Cases
Use Case #1: Managing Service Inquiries Your consulting firm’s website has a “Request a Consulta...
2. Roles: Use Cases
Use Case #1: Delegating Support vs. Administrative Tasks Create two Roles—“Support Agent” with p...
2. Clients: Use Cases
#1 Onboarding New Markets Scenario: You’re expanding into Europe and Latin America.Solution: Cre...
2. Employees: Use Cases
Use Case #1: Onboarding New Hires When a new employee joins, you create their profile in the Emp...
2. Desks: Use Cases
Use Case #1: Managing Offices in Different Countries Desks can be used to manage various offices...
2. Projects: Use Cases
Use Case #1: Managing Different Websites Projects can be used to manage different websites. For ...
Release 1.0.7 (29.08.2024)
Features: WICRM-288 - Export Transactions and Clients to CSV Added a new feature allowing u...
Release 1.0.8 (11.09.2024)
Features: WR-405 - Automatically Create User Assets After KYC Approval Once a user successf...
Release 1.0.6
Features: WR-358 - Default Email TFA method implementation Now we have added one more met...
Release 1.0.1
Features: WR-777 - add crypto icons Bugfixes: WR-331 - Google TFA qr code - issue ...
Release 1.0.2
Bugfixes: WR-342 - The exchange button can be pressed several times
Release 1.0.3
Features: WR-326 - Change approach for links in email from redirect to code Bugfixes: ...
Release 1.0.4
Features: WR-345 - Limit the withdrawal and exchange request if the required commission does...