B2Core, the go-to CRM solution for brokers and exchanges, takes its features to the next level with its latest update. Thanks to this new version, financial companies now have advanced functionalities and improved operational efficiency. Among the features:
- New event notification module
- Telegram integration
- Detailed access to cTrader data
- Bulk deposits to customer accounts
Powered by these new features, B2Core remains the preferred solution for companies in the financial industry looking for reliable CRM software.
Event notification module
The latest version of B2Core Back Office contains a powerful Event Notification module. This section allows administrators to customize and configure notifications triggered by events, such as withdrawal requests and successful registration processes. The administrators will then receive a notification when the event is triggered so that they can take the necessary action. You can also add more admins to the “Users” section to expand the scope of those who can receive notifications.
The event notification module allows administrators to set up receiving notifications through different channels: email, SMS, Slack and Telegram. The “System Templates” section can be accessed to set the preferred channel preferences. All event notifications are displayed on the user card for easy access and viewing.
Consult the official for more information about the new Event Notifications module B2Core documentation page. In addition, use the do-it-yourself guide and the References page For more information.
Telegram integration
Users can now connect their B2Core Back Office account to their Telegram chat ID profile to receive notifications through the Telegram channel. To do this, they must go to “System — Users — Edit User” in their admin card. From this section they can configure the desired template in “System – Templates – Telegram” and add the Telegram channel to the notifications in the event notifications.
For help setting up Telegram notifications, check out our how-to articles on configuring the Telegram Templates and the Telegram botas well as finding your Telegram Chat ID.
Detailed cTrader data
The B2Core interface for cTrader accounts has been upgraded with more extensive details. Users can now view their current account status with equity, balance, leverage, credit and free funds indicators. In addition, they can view historical stock figures graphically and resize these components based on the chosen time frame.
The upgraded interface is comprehensive and easy to use and allows traders to access up-to-date data on user orders and open positions, as well as historical data on executed trades and other relevant information. Now all the necessary trading information can be found in one place.
Bulk deposits to customer accounts
The new version of B2Core includes a new tool that makes it easier to deposit money into multiple accounts at once. In the Accounts section, users can access the “Update Balances” window to upload a CSV file containing an email address, ID, and the exact amount for the accounts they want to transfer. This streamlined approach saves time and makes it easier to manage funds across multiple accounts.
Conclusion
B2Core has solidified its position as the top CRM choice for brokers and exchanges by introducing a series of new updates. The event notification module, Telegram integration, detailed cTrader data and bulk deposits to client accounts demonstrate B2Core’s commitment to providing an efficient and comprehensive platform.
Disclaimer: This is a paid post and should not be treated as news/advice.
