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1. Stronger control and configuration of client actions WIFOX-241 – Manage Action Types and Subtypes via SettingsAction types and their subtypes are now fully configurable on a dedicated Settings page, similar to client/request statuses.Business impact: Busin...

1. Faster daily work with clients & actions WIFOX-286 – “Create action” directly from Clients tableAgents can now start creating an action straight from the Clients list, without opening the client card first.Business impact: Speeds up handling of follow‑ups ...

1. Fix: White screen on client form (nationalities field) WIFOX-376 – White screen on client's form due to nationalities field We fixed an issue where opening a client form could result in a blank (white) screen when the nationalities field contained unexpec...

1. Trading: better control and visibility WIFOX-266 – Trading: change execution day for open ordersTrading managers can now correct the executed day/date of open orders in the trading orders screen.Business impact: Operational teams can fix wrong...

The Buckets Leads Status API allows authorized systems to retrieve lead data for a given bucket and affiliate, using emails and/or client IDs, with optional filtering, pagination, and flexible response structure. These endpoints are read-only and implemented ...

1. Stronger client audit and action visibility WIFOX-282 – Full client activity log in Sessions tabThe Sessions tab on the client card now shows a unified activity log combining: client actions across CRM, Tradersroom and Trading Terminal (logins...

1. Client oversight & audit trail WIFOX-282 – Unified Client Activity Log in Sessions TabThe Sessions tab in the client card now shows a unified activity log with events from CRM, Tradersroom, and Trading Terminal, covering both client actions (logins, naviga...

WIFOX-515 – Volume step controls aligned with instrument lot size The Volume field in the New Order form now has + / – step controls whose step size automatically follows the lot size of the instrument (e.g. 0.01, 0.1 or 1). Volume cannot go below zero and va...

1. Trading Area: smoother onboarding and account handling WIFOX-585 – Trader Declaration: “Client ID number” field fixedThe Client ID number field in Trading Area → Accounts → Trader Declaration now accepts and shows user input normally, keeps the value in fo...

1. Safer financial operations: accounts, assets, and transactions WIFOX-540 – Safe delete for Accounts & Assets (with rights and checks)CRM now supports deleting Accounts and Assets from their modules, but only under strict conditions: Separate r...

1. 📈 Smarter trading experience: profit, commission, and order management WIFOX-648 – Profit column now standardized and always in EUROrders tables in CRM and Terminal now display a unified “Profit” column, always showing values with an “EUR” suffix and ensur...

1. Definition Spread is the difference between the Ask price (Buy price) and the Bid price (Sell price) of an instrument at a specific moment. Spread represents the immediate transaction cost paid by the client when opening a position. 2. Formula Spread ...

1. 🛠️ CRM & Table Usability Improvements WIFOX-680 – Add Columns Customization Feature to Orders TableUsers can now customize which columns are visible in the Trading MS Orders table, improving workflow flexibility and personalizing the CRM experience.Busines...

Overview Static Used Margin is an optional fixed margin amount that can be applied to a trading position in addition to the standard margin. This value is stored per order and per position and is included in the account’s total used margin calculation. If n...

1. 🖥️ Trading Terminal & User Experience Improvements WIFOX-661 – Improved Trading Terminal and Tab NavigationThe trading terminal and active pairs tabs have been visually refreshed and streamlined for a more intuitive navigation experience.Business impact: ...

Overview Take Profit (TP) and Stop Loss (SL) can be set when: opening a new order modifying an existing order When TP or SL is enabled, the platform: Automatically fills default values Validates minimum distance from the reference pri...

This section describes the financial and margin properties displayed in the trading account panel. These metrics represent the current state of a trader’s account, including capital, open position performance, and margin usage. Displayed properties: Balance ...

1. 🖥️ Platform & Trading Experience Improvements WIFOX-752 – Responsive Trading Terminal Layout and ControlsThe trading terminal layout and navigation have been optimized for all devices, with improved chart controls, drawing tools, and a more intuitive mobil...

1. 🖥️ CRM & Trading Platform Enhancements WIFOX-681 – Fast Filters in Orders ModuleFast Filters are now available in the Orders module, matching the experience in other CRM modules.Business impact: Teams can quickly segment and find orders, impro...

Overview Price Delta is a mechanism to simulate controlled price movement for a symbol over a defined time interval. The system: Applies a fixed price shift (in pips) during a selected period Smoothly transitions into and out of this shift Pre...