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The Requests module is your single pane of glass for all client-initiated actions—support tickets, callback bookings, document uploads, feedback submissions, and more. Each request is automatically tied to a specific Client and Project, ensuring that nothing f...

The Requests module not only lets you log new client requests, but also provides a full edit interface for updating request details, changing status, and communicating with clients. The Edit Request page centralizes request information and message history in o...

When your list of client requests grows, the Search bar (located above the table) and the Fast Filters panel allow you to narrow results using multiple criteria at once — including name, description, UID, project, client, type, status, and date ranges. Active ...

We use Elasticsearch for logging. We log all create, update, and delete operations; however, view operations are not logged. Logging is implemented in both resolvers and open API methods. Two Types of Logs The system maintains two distinct logging mechanisms...

Features: WR-405 - Automatically Create User Assets After KYC Approval Once a user successfully completes basic KYC verification, the assets configured in the CRM will be automatically created for them. Bugfixes: WR-412 - Refresh Token Issue ...

Bugfixes: WICRM-227 - Refresh Token Implementation Implemented proper refresh token handling to ensure that active users are not logged out automatically during their session. This improves user experience by keeping users logged in while they are still ...

Bugfixes: WICRM-362 - Prevent Role Deletion if Used in Identification Tokens Roles that are in use by any entity in the identification tokens module can no longer be deleted, preventing potential system conflicts or loss of important role-based data. ...

The Core Banking module in Wifox Business Core Solution (WBCS) provides a centralized, API-driven platform for managing all your institution’s financial accounts and transactions in real time. Key features include: Universal Ledger:A single, immutable rec...

The Configurations tab in Wifox Business Core Solution (WBCS) is your central hub for defining the building blocks of the Core Banking module. Every change here immediately becomes available system-wide—whether you’re opening new accounts, posting transactions...

To set Network fees for cryptocurrencies, you can configure them when adding a cryptocurrency in the Configurations section. If you need to set Company fees, navigate to the Company Fees section of the Core Banking module. All specified fees, including network...

The Payment Methods module is used to configure payment systems (e.g., ApplePay, LiqPay) that allow users to pay for goods and services on your site. You can set up two types of payment methods in the CRM: Deposit Withdrawal You can perform the followin...

The Platforms module is used to integrate and customize third-party platforms (e.g., banks) that manage customer assets and accounts. If an asset or account is assigned to a platform, connecting to that platform is essential to display relevant information, su...

The Accounts module is designed to manage client accounts and is closely integrated with the Clients module. While accounts are visible from client profiles, all core account management actions are performed in the Accounts module. In this module, you can: ...

The Assets module provides centralized management of all assets in the system. It allows you to: View a list of all assets (for visible clients) and check their balances. Activate and deactivate assets. Filter and search for specific assets. ...

The Transactions section is designed to view and monitor all transactions that were created in CRM via other modules or automatically. You can do the following: Select the information that will be displayed about the transaction. Change the transacti...

The Banks section stores information about the details of the banks in use. This section is directly related to Assets. At the stage of adding an asset (provided that it is a fiat currency), you can (optionally) select the bank to which it belongs from a given...

The Cards section stores information about the details of the cards in use. This section is directly related to Accounts, Assets, and Banks. You can create a card for a client and connect it through the account to a fiat and crypto asset at the same time (or t...

Use Case #1: Managing Different Websites Projects can be used to manage different websites. For each website, you create a separate project, ensuring that only the managers and employees responsible for that specific site can see and interact with the custome...

Use Case #1: Managing Offices in Different Countries Desks can be used to manage various offices across different locations or cities within the same country. For example, you can create separate desks for your offices in different cities or regions. If neede...

Use Case #1: Managing Service Inquiries Your consulting firm’s website has a “Request a Consultation” form. When a prospect fills it out, a new Request is created, automatically linked to their Client profile (or created anew). All attachments—project briefs,...