B2Core, the widely-trusted CRM solution used by brokers and exchanges around the world, has once again pushed the envelope with its latest major update.
This new version of B2Core is providing financial companies with enhanced features and smoother operations that will allow them to achieve their objectives with greater efficiency. Highlights of the update include:
B2Core has made great strides in enhancing its existing features, making it the go-to CRM solution for financial institutions searching for a reliable platform to help them achieve their goals.
The B2Core team has increased the number of channels from which users may choose to get alerts by adding Telegram. To start receiving notifications through Telegram, users must connect their B2Core Back Office account with their Telegram chat ID profile. To do this, open your admin’s card, click “System — Users — Edit user,” and follow the instructions. Then, go to “System — Templates — Telegram” to configure the desired template. Finally, add the Telegram channel to the notifications in the Event Notifications section.
For better results with the new feature, check out the official How-to articles. These include instructions for configuring the Telegram templates, Telegram bot and retrieving the Telegram chat ID.
B2Core Back Office now has the new Event Notification module. This feature enables admin users to configure and customize various notifications for events such as withdrawal requests or successful registrations. After an event is triggered, the admin user will receive a message prompting them to take the necessary action. The Event Notification section of this update consists of 27 unique options, providing administrators with extensive flexibility to personalize notifications according to their needs. Users can expand the scope of admins getting alerts by adding users to the “Users” category.
An Event Notification module offers admins a range of channels to choose from, such as email, SMS, Slack, and Telegram. Setting up the desired parameters for the channel is easy in the “System-Templates” section, with notifications quickly accessible within each user card — providing an efficient way to stay informed of important events.
Visit the official B2Core documentation page to learn more about the Event Notifications module. Also, see the How-To Guide and References page for additional information. Follow the instructions to take advantage of all the features available.
B2Core has updated its cTrader account interface to provide users with a more detailed trading experience. With this new update, traders can track their Equity, Balance, Leverage, Credit, and Free funds indicators in real-time as well as visualize their historical equity trends over different time frames. Furthermore, they are given access to current data on orders and open positions, historical data regarding executed trades, and other pertinent information, all within the same platform. This simplifies the process of keeping abreast of market conditions for traders.
This new feature is designed to simplify depositing funds into multiple accounts. In the “Accounts” section, users can now access the “Update Balances” window, which allows them to upload a CSV file that includes the desired Email, ID, and precise amount they want to add. This feature streamlines the entire process of depositing funds for multiple users into one simple step.
With a recent update, B2Core has strengthened its standing as the go-to CRM solution for brokers and exchanges, adding the Event Notification Module, Telegram Integration, Detailed cTrader Data, and Bulk Deposits to Client Accounts. This new suite of features reveals B2Core’s dedication to delivering an expansive and efficient platform — and there’s more to come. Brokers and exchanges can look forward to many upcoming updates that promise to enhance their user experience.
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