메뉴 관리
Assign unique identifiers to each menu item and set custom names.
Highlight new additions to the menu by marking items with the “New” label.
주요 기능
표시 통제
Toggle menu items on and off to manage the user interface quickly.
Reorder menu items to prioritise key features using drag-and-drop tools.
접근 커스터마이징
Restrict visibility of menu items to clients with specific verification levels.
Control visibility of menu items based on client types.
맞춤 메뉴 항목
Create external links for your clients using custom items in the Promotion tab.
Set a custom name and URL to which the item redirects.
프로모션 메뉴를 사용해야 하는 이유
개인화된 탐색
고객 인증 레벨과 유형에 기반한 맞춤 메뉴 경험을 제공하세요.
사용성 개선
정리된 메뉴 레이아웃으로 고객이 관련 기능을 더 빨리 찾도록 돕습니다.
동적 업데이트
현재 우선순위를 반영하도록 메뉴 항목을 빠르게 추가·편집·재정렬하세요.
작동 방식
01
메뉴 보기
눈 아이콘으로 메뉴 항목 목록에 접근하세요.
02
항목 편집
표시, 캡션, 접근 권한을 맞춤 설정하세요.
03
레이아웃 재구성
더 나은 탐색을 위해 항목을 드래그 앤 드롭으로 재정렬하세요.
04
업데이트 강조
최근 추가 항목에 주의를 끌도록 “New” 라벨을 사용하세요.
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
