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Features WICRM-436 - Asset Details Drawer ✅ Added a detailed information drawer to the asset table, enhancing data visibility for both crypto and fiat assets. Additionally, the "view wallets" action for crypto assets was relocated to the "actions" colu...

Features WICRM-494 - Notification Design Update✅ Updated the design of notifications for improved readability and appearance. WICRM-482 - Manager Property Update in Client Profiles✅ Changed the data structure to link each client’s manag...

Features WICRM-479 - Automated Client Data Sync in Core-Banking✅ Added functionality for automatic updates of client data in the core-banking platform when edited in CRM, ensuring synchronized information across systems. Bugfixes: WIC...

The Affiliate Hub module serves as a centralized toolkit for tracking, organizing, and managing leads generated by any advertising or referral channel—whether it’s affiliate networks, PR initiatives, paid search, social media, or experiential events. By groupi...

Use Case #1: Managing Different Affiliate Companies Affiliate Hub can organize clients from multiple affiliate partners into separate segments. This setup allows you to monitor registrations, first-transaction rates, and ROI for each company side by side. Us...

Affiliate Hub module lets you group new clients by their acquisition source—affiliate campaigns, PR outreach, or any custom channel—and funnel them into the right teams with built-in tracking and analytics. Before you can route clients into these groups, you’l...

Once an Affiliate Hub is created, you may need to update its settings—whether to adjust its name, swap out the affiliate contact, or toggle its active status. Follow these steps to make edits safely without disrupting client assignments. How to Edit an Affili...

When you have many affiliate hubs, the Search box helps you quickly locate the one you need by filtering the list in real-time. Locate the Search field: At the top of the Affiliate Hub page, you’ll see a search input with a magnifying-glass icon. Type any ...

The Configurations tab within each affiliate hub lets you manage two key entities for tracking and routing leads: Postbacks – callback URLs for registration and first-trade events Snippets – embeddable code to drive new sign-ups The Postbacks en...

Automating your affiliate hubs lets you route incoming clients to the right desks without manual intervention, ensuring timely follow-up, consistent SLA adherence, and clear ownership. You can choose a simple “all leads go here” approach, or build sophisticate...

The Leads section lets you see every client captured by this affiliate hub—complete with their email, ID, affiliate/source, registration date, FTD date, status, and more. When you have hundreds or thousands of leads, the Search and Filter tools help you zero i...

While the Automation section streamlines lead distribution, you can always take direct control by manually assigning individual or multiple leads to any desk. This is useful for special cases or overrides. To manually assign leads to desks:1. Navigate to the ...

Employees and Affiliates can access analytics only when the relevant permission is enabled in their Role. To grant access, first define whether the user can view all Affiliate Hubs or only their own Affiliate Hub, then enable the View checkbox in the Analytics...

When an affiliate hub is no longer needed, you can permanently remove it. Be careful—deleted affiliate hubs and all their configuration (sources, postbacks, snippets, automation rules, and leads) cannot be recovered. To delete an affiliate hub: Open the af...

The Import feature simplifies the process of adding or updating large volumes of client data. By uploading a properly formatted CSV file, users can seamlessly onboard new clients or update existing records. The system supports default values for missing fields...

Features WICORE-69 - Kanban Board for Incident Reports A Kanban board has been added for the Incident Reports module. Users can now view tasks in two formats: Table and Kanban board. The board columns represent task statuses. WICORE-22 - Link Cl...

Features WICORE-55 - Update Currency Name in Core Banking The Name field for currencies in the Core Banking configuration can now be edited during the update action. WICORE-59 - Default Currency for Accounts When creating a new account in Cor...

Features: WICORE-2 - Integrated Rootkit and ClamAV with the CRM Security module. Malware reports generated by Rootkit and ClamAV are now stored in the Malware Report module within the Security MS. WICORE-181 - Removed the ID column from Secu...

Features: WICORE-15 - Added project configurations markup in Core Banking MS. Improved the design and layout for managing projects within Core Banking configurations. WICORE-194 - Introduced permissions for activating and deactivating client...

Features: WICORE-322 - Standardize hover color for UI elements A unified blue hover color is now applied to all elements like dropdown rows and similar components. WICORE-323 - Add logout confirmation popup A confirmation popup with the...