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The Client Area module provides a centralized place to register, configure, and manage every “front door” your customers use—whether that’s a CRM-powered personal dashboard, a white-labeled website, an online store, or any other custom endpoint. Each Client Ar...

The Client Area module lets you tailor how customers interact with your system—controlling everything from account settings and security policies to verification workflows and supported languages. This guide walks you step-by-step through every subsection of C...

The Translations module is your single source of truth for every short text element in the Client Area—buttons, labels, tooltips, error messages, and more. By centralizing all keys and their localized values here, you ensure consistency across the entire UI an...

The Texts section is where you handle longer content blocks—like notification bodies, modal descriptions, or legal disclaimers—that may require multiple fields (Title, Description, custom Properties) per language.  Edit an existing text To translate length...

The Templates section lets you create, organize, and maintain reusable communication assets—email bodies, PDF agreements, push notifications, etc.—that you send to your clients. All template content (Title, Description, Properties) can be localized for any act...

The Banners section lets you upload, localize, and control the display of your website’s header graphics across multiple screen resolutions and languages. The Banners section is designed to store banners for your websites. In this section, you can: Add ban...

The Documents section lets you store and control downloadable files on your site—PDFs, licenses, whitepapers, etc. You can add, search, edit, and delete documents from a single table interface. You can perform the following actions with documents: Add Sea...

The Settings module is your CRM’s central control panel for defining how the system behaves, who can access it, and what your users see. It’s divided into three main areas—Configurations, Translations, and Texts—each of which governs a distinct layer of func...

A robust security and authentication setup is fundamental to protecting sensitive customer data and ensuring that only authorized personnel can access your CRM. In the Settings > Configurations > General tab, you’ll define who can reach your system (via IP res...

Effective status management lets you tailor client and request lifecycles to your business processes, ensuring clear visibility of progress and automating downstream actions. In Settings > Configurations > Statuses, you’ll find two panels—Client status and Req...

Supporting multiple languages in your CRM ensures that users across regions can work in their preferred tongue and that customer‐facing elements display correctly. In Settings > Configurations > Languages, you control which languages are available for translat...

Short UI elements—like button labels, menu items, and field names—are handled in Settings > Translations. This section lets you review, edit, and add translations for all “labels” (internal identifiers) used throughout the CRM. Keeping these up to date ensures...

Long, structured content—such as notifications, email bodies, tooltips, and rich messages—is managed under Settings > Texts. This module lets you centrally edit, clone, and auto-translate entire text objects (often JSON trees) across any active language. By us...

We provide documentation with examples of API requests, which can be found [here]. The requests are categorized by the modules they are used for, including working with Core Banking, Client Area, Clients, and others. To authenticate most requests, you will ...

WebAuthn is a method of identity verification that utilizes the security features of the device the user logs into the CRM with. Examples of such features include: Face ID Fingerprint Password PIN Note: Verification using biometrics is preferred due t...

Google TFA (Two-Factor Authentication) is a method of identity verification using an external application that generates a code. We recommend using Google Authenticator for this purpose. How it works: The first time you log in after enabling Google TFA in ...

Phone TFA (Two-Factor Authentication) is a method of identity verification using your phone number, which will receive a code for authorization. How it works: The first time you log in after enabling Phone TFA in Configurations, enter your login and passwo...

Features: WICRM-370 - Postback Logic for Buckets✅ Implemented postback functionality for Buckets, allowing automatic HTTP requests to be sent after a user registers or makes their first payment. WICRM-374 - Automation Rules for Buckets✅ ...

Features: WIBR-279 - Decimal Precision Configuration for Currencies✅ Implemented the ability to configure the number of decimal places for each currency separately. WICRM-383 - Company Fees "Apply For" Property and Payment System Compatibili...

Features WICRM-448 - E2E Testing Infrastructure ✅ Implemented an end-to-end testing framework to support automated testing across modules. This infrastructure aims to enhance the testing coverage and speed, enabling more efficient and comprehensive sys...