To configure go to Settings>Portal Settings>Customers
Sync Customer Details On Platforms
This setting is disabled by default in Impact CRM and replaces all the Customer Data in MT4/MT5 with '*'.
When this function is enabled any trading accounts created by an end-user within the Members Area is synchronised with the MT4/MT5 manager subject to provision of verification (Profile>Verification) by the end-user.
Below are the fields that are synchronised from Members Area to MT4/MT5 Manager:
MT4/MT5 Manager fields | CRM fields |
|---|---|
Name | First name + Last name |
Country | Country |
City | City |
State | State |
Zip Code | Postal Code |
Address | Residential Address Street + Street No |
Lead source | CRM Lead ID |
Phone | Mobile |
ID number | Verification → ID Number |
Agent Account | Assigned agent ID |
Important note: During configuration of verification steps ensure that the end-user is asked to fill the above fields just once.
Verification Steps
When disabled end-users in the Members Area are prevented from taking verification steps at Profile>Verification until verifying their email address.
Terms & Conditions
When enabled end-users in the Members Area filling the Signup Form have to tick the ‘Agree to Terms and conditions’ checkbox before they can create their Members Area account.
Show Legal Disclaimer
When enabled this disclaimer will be visible at the bottom of all tabs in the Tools page to end-users in the Members Area.
Unique phone numbers
When enabled end-users in the Members Area filling the Signup Form must enter a unique phone number to allow the creation of a Members Area account.
Note: If this disabled after going live, registered customers with the same phone number will need to be corrected manually.
Restricted Countries
End users are prevented from creating an account in the Member Area if they enter a country that is listed on the restricted countries list when filling in the Signup Form.