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How To Add Balance To An Account

IN THE CRM

Way 1

1. Go to "Manager Platform" in the menu on the left side of the page.

2. Choose the "Users" tab.

3. Press on "View" in the user's name.

3. Press on "Balance" in the trader's tab.

4. In the "Choose account" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.

5. Click "Update Balance" to initiate the operation.

Way 2

1. Go to "Traders" in the menu on the left side of the page.

2. Choose the "View" option.

3. Press on "Balance" in the trader's tab.

5. Click "Update Balance" to initiate the operation.

The balances are distributed accross the accounts respectively.

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stdClass Object ( [slug] => add-balance-to-account [articleid] => 32 [articlegroup] => 9 [subject] => How To Add Balance To An Account [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 1</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 2</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Traders</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-140344.png" width="276" height="104" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">View</span></strong>" option.</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251027-140435.png" width="237" height="100" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <hr> <p style="text-align:center;">The balances are distributed accross the accounts respectively.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-134437.png" width="519" height="776" alt=""></p> [active_article] => 1 [active_group] => 1 [group_name] => Training and Educational Resources [staff_article] => 0 )

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<div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700"> How To Add Balance To An Account </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <p style="text-align:center;"></p> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 1</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 2</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Traders</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-140344.png" width="276" height="104" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">View</span></strong>" option.</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251027-140435.png" width="237" height="100" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <hr> <p style="text-align:center;">The balances are distributed accross the accounts respectively.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-134437.png" width="519" height="776" alt=""></p> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="32"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How to set up staff permissions </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Whatsapp Integration </a> </h4> <div class="tw-text-neutral-500"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/applying-subscription" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Apply For A Subscription </a> </h4> <div class="tw-text-neutral-500"> ON THE PLATFORM 1. Press on the "Manager" tab on the left side menu. 2. In the top row click "... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-add-stocks" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Show Stocks </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to the "Traders" tab in the left menu. 2. Find a client and click on "View" u... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Copy An Invoice </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ... </div> </li> </ul> </div> </div> </div>

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article	stdClass Object ( [slug] => add-balance-to-account [articleid] => 32 [articlegroup] => 9 [subject] => How To Add Balance To An Account [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 1</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 2</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Traders</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-140344.png" width="276" height="104" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">View</span></strong>" option.</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251027-140435.png" width="237" height="100" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <hr> <p style="text-align:center;">The balances are distributed accross the accounts respectively.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-134437.png" width="519" height="776" alt=""></p> [active_article] => 1 [active_group] => 1 [group_name] => Training and Educational Resources [staff_article] => 0 )
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related_articles	Array ( [0] => Array ( [articleid] => 21 [articlegroup] => 9 [subject] => How to set up staff permissions [description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations"> <div class="entry-content"> <p style="text-align:center;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20staff%20permissons.mp4" type="video/mp4"></video></p> <hr> <h4 style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></h4> <hr> <h4></h4> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Invoices</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4> <ul> <li>View (Global) – All invoices.</li> <li>View (Own) – Only invoices created by a staff member.</li> <li>Create – Create invoices</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see invoices as well if in<strong><span> </span>Setup->Settings->Finance->Invoices</strong><span> </span>the option “<strong>Allow staff members to view invoices where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the invoice.</p> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Estimates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#estimates"></a></h4> <ul> <li>View (Global) – All estimates.</li> <li>View (Own) – Only estimates created by the staff member.</li> <li>Create – Create estimates</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see estimates as well if in<strong><span> </span>Setup->Settings->Finance->Estimates</strong><span> </span>the option “<strong>Allow staff members to view estimates where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the estimate.</p> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Proposals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#proposals"></a></h4> <ul> <li>View (Global) – All proposals.</li> <li>View (Own) – Only proposals created by staff member.</li> <li>Create – Create proposals</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see proposals as well if in<strong><span> </span>Setup->Settings->Finance->Proposals<span> </span></strong>the option “<strong>Allow staff members to view proposals where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as assigned to the proposal.</p> <p style="text-align:center;"><span style="color:#3366ff;font-size:18pt;"><strong>Expenses</strong></span></p> <ul> <li>View (Global) – All expenses.</li> <li>View (Own) – Only expenses created by staff member.</li> <li>Create – Create expenses</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Contracts</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#contracts"></a></h4> <ul> <li>View (Global) – All contracts.</li> <li>View (Own) – Only contracts created by the staff member.</li> <li>Create – Create contracts</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Payments</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#payments"></a></h4> <ul> <li>View (Global) – All payments.</li> <li>View (Own) – (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.</li> <li>Create – Create payments – if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li> <li>Edit – All (if have permission View Global for invoices ) and own based on invoices permission.</li> <li>Delete – All (if have permission View Global for payments) and own based on invoices permission.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Projects</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#projects"></a></h4> <ul> <li>View (Global) – All projects</li> <li>View (Own) – (Not applicable) If staff member doesn’t have permission View(Global) for projects then will be able to see only projects where this staff member is added as a project member.</li> <li>Create – Create new projects</li> <li>Edit – All (if have permission View Global ) and projects where a staff member is added as a project member</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Tasks</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#tasks"></a></h4> <ul> <li>View (Global) – All tasks</li> <li>View (Own) – (Not applicable) If staff member dont have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public.</li> <li>Create – Create new tasks</li> <li>Edit – All (if have permission View Global ) and tasks where staff member is connected.</li> <li>Delete – All (if have permission View Global ) and tasks where staff member is connected.</li> </ul> <p>In 1 occasion<span> </span><strong>staff member will be able to see other tasks</strong><span> </span>(if doesn’t have permission View Global for tasks) related to project where the<strong><span> </span></strong>staff member is added as project member only if in<span> </span><strong>Setup->Settings->Tasks</strong><span> </span>-> <strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span> </span>is set to<span> </span><strong>YES</strong>.</p> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Customers</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#customers"></a></h4> <ul> <li>View (Global) – All customers.</li> <li>View (Own) – (Not applicable) Based on<span> </span>customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers.</li> <li>Create – Create customers – If dont have permissions View (Global) the staff member will be auto added as customer admin.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Delete customers – All (if have permission ) and own</li> </ul> <p><strong>Note:</strong><strong>The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.</strong></p> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Items</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#items"></a></h4> <ul> <li>View (Global) – View all items.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create items</li> <li>Edit – Edit and manage all items.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Knowledge Base</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#knowledge-base"></a></h4> <ul> <li>View (Global) – View all articles includes internal staff members articles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create articles and groups</li> <li>Edit – Edit and manage all articles and groups.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Goals</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#goals"></a></h4> <ul> <li>View (Global) – View all goals.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create goals</li> <li>Edit – Edit and manage all goals.</li> <li>Delete – All</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Email Templates</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#email-templates"></a></h4> <ul> <li>View (Global) – View all email templates</li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Edit and manage all email templates.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Reports</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#reports"></a></h4> <ul> <li>View (Global) – <strong>View all reports</strong></li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Not applicable.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Roles</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#roles"></a></h4> <ul> <li>View (Global) – View all roles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create roles.</li> <li>Edit – Edit and manage all roles.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Settings (Setup->Settings)</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4> <ul> <li>View (Global) – View all settings.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – Update all settings.</li> <li>Delete – Not applicable.</li> </ul> <h4 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Staff</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#staff"></a></h4> <ul> <li>View (Global) – View all staff members.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create new staff members.</li> <li>Edit – Edit and manage all staff members.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Surveys</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#surveys"></a></h4> <ul> <li>View (Global) – View all surveys.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create newsurveys.</li> <li>Edit – Edit and manage all surveys.</li> <li>Delete – All.</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Bulk PDF Exporter</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#bulk-pdf-exporter"></a></h4> <ul> <li>View (Global) – Staff member will be able to VIEW bulk PDF exporter feature in Utilities->Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Not applicable</li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Leads</span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#leads"></a></h4> <p><strong>Note that the lead permission will be hidden if a staff member is marked as<span> </span>not staff member.</strong></p> <ul> <li>View (Global) – If this permission is<span> </span><strong>not</strong><span> </span>checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member, and leads that are marked as public.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable – All staff can create leads, except members marked as<span> </span>not staff members</li> <li>Edit – Not applicable – Everyone who has access to specific lead can edit most of the lead information for better collaboration and keep up to date lead information.</li> <li>Delete – If not granted, the staff will be able to delete his own leads only.</li> </ul> <ul> <li>Staff members that are<span> </span><strong>not admins can only see leads to whom are assigned</strong>, <strong>lead is created by staff member, or lead is marked as public</strong>.</li> <li>Staff members that are<span> </span><strong>not admins can create and assign leads to all other staff members.</strong></li> </ul> <h4 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;"><strong>Other notes about permissions:</strong></span><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#other-notes-about-permissions"></a></h4> <ul> <li><strong>Support Tickets</strong><span> </span>– By default only staff members that belong to the ticket department will be able to see tickets if in<span> </span><strong>Setup->Settings->Tickets</strong><span> </span>the option <strong>Allow staff to access the only ticket that belongs to staff departments</strong><span> </span>is set to<span> </span><strong>YES</strong>, otherwise will be able to see all tickets.</li> </ul> <p></p> <p style="text-align:center;"><span style="color:#3366ff;">Artilcles you may find useful for you: <br><a href="https://crm.podcator.com/admin/knowledge_base/view/permissions-and-roles-management-guide" style="color:#3366ff;">Permissions and Roles Management Guide</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/staff-management-user-guide" style="color:#3366ff;">Staff Management User Guide</a></span></p> </div> </article> <section class="clearfix"></section> [slug] => staff-permissions-explained [active] => 1 [datecreated] => 2023-06-08 09:56:32 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [1] => Array ( [articleid] => 24 [articlegroup] => 9 [subject] => Whatsapp Integration [description] => <div class="steper_cl" style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN TWILIO</span></strong></div> <div class="steper_cl" style="text-align:center;"><hr></div> <div class="steper_cl" style="text-align:center;"><b style="font-size:12pt;">Note:</b><span style="font-size:12pt;"> </span><i style="font-size:12pt;">There is no support available without having facebook business approved account for whatsapp features.</i></div> <div class="steper_cl" style="text-align:center;"><hr> <p class="card__body">Navigate to the Messaging > Senders > WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p> <hr> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p> <p class="card__body"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p> <hr> <div class="steper_cl"> <div class="card__container"><strong><span style="font-size:18pt;color:#ff0000;">IN WHATSAPP TEMPLATES</span></strong></div> <div class="card__container"><hr><span style="font-size:12pt;"></span></div> </div> <p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -> Senders -> WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p> <hr> <p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p> <div class="card__container"> <h1 class="card__header"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></h1> <hr> <p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p> <hr> <p>1. Go to the "<span style="color:#3366ff;">Leads</span>" tab.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leads.png" width="286" height="266" alt=""></p> <hr> <p class="mb-2">2. Find a lead and click on his name.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="724" height="87" alt=""></p> <hr> <p class="mb-2">3. Go to the "<span style="color:#3366ff;">Edit</span>" button in the top right corner.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEdit.png" width="729" height="139" alt=""></p> <hr> <p class="mb-2">4. Set the "<span style="color:#3366ff;">Whatsapp Enable</span>" to the option you want.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEditWhatsappenable.png" width="142" height="234" alt=""></p> <hr></div> </div> <div class="card__container" style="text-align:center;"><span style="font-size:12pt;">5. Click on the "<span style="color:#3366ff;">Save</span>" button.</span><b></b></div> <div class="card__container" style="text-align:center;"><hr> <p><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr><b></b></div> [slug] => whatsapp-integration [active] => 1 [datecreated] => 2023-07-02 18:42:47 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [2] => Array ( [articleid] => 33 [articlegroup] => 9 [subject] => How To Apply For A Subscription [description] => <p><video width="720" height="360" style="display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/subscription.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">ON THE PLATFORM</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">1.</span><span style="font-size:14pt;"> Press on the "<span style="color:#3366ff;">Manager</span>" tab on the left side menu.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="74" height="445" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">2. In the top row click "<span style="color:#3366ff;">Users</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="692" height="57" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">3. Choose a user and find the "<span style="color:#3366ff;">Edit profile</span>" grey button in the top right corner.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="706" height="107" alt=""></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Edit%20User%20Profile%20Platform.png" width="712" height="134" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">4.Go to "<span style="color:#3366ff;">Profile</span>" and press "<span style="color:#3366ff;">Subscription</span>" to select the plan. You can also update the expiration date in "<span style="color:#3366ff;">Expires In</span>"</span>.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Subscription%20Dropdown%20Platform.png" width="600" height="403" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">5. Scroll down and click on "<span style="color:#3366ff;">Submit</span>" button.</span></p> <hr> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Universal%20Submit%20Button%20Platform.png" width="250" height="50" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <div> <div class="gtx-trans-icon"><hr></div> </div> [slug] => applying-subscription [active] => 1 [datecreated] => 2024-01-19 11:45:32 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [3] => Array ( [articleid] => 35 [articlegroup] => 9 [subject] => How To Show Stocks [description] => <p style="text-align:center;"><video width="742" height="371" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20add%20stocks%20info1.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/website/stocks%202.mp4" alt=""><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Go to the <span style="color:#3366ff;">"Traders"</span> tab in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p> <hr> <p style="text-align:center;">2. Find a client and click on <span style="color:#3366ff;">"View"</span> under their name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="699" height="120" alt=""></p> <hr> <p style="text-align:center;">3. Select the <span style="color:#3366ff;">"Summary"</span> category in the left column.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummary.png" width="307" height="186" alt=""></p> <hr> <p style="text-align:center;">4. Click on "<span style="color:#3366ff;">Settings</span>" tab.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettings.png" width="326" height="107" alt=""></p> <hr> <p style="text-align:center;">5. Find "<span style="color:#3366ff;">Show Stocks</span>" row in the "<span style="color:#3366ff;">Trading Settings</span>" column on the right. Toggle it on/off depending on your needs.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettingsShowStocks.png" width="316" height="312" alt=""></p> <hr> <p style="text-align:center;">6. Check if the button works on the platform. If it doesn't work, you may need to refresh the page or log out and log in again. </p> <hr> <p></p> [slug] => how-to-add-stocks [active] => 1 [datecreated] => 2024-01-25 12:56:07 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [4] => Array ( [articleid] => 37 [articlegroup] => 9 [subject] => How To Copy An Invoice [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Click on the "<span style="color:#3366ff;">Sales</span>" button in the left menu and select "<span style="color:#3366ff;">Invoices</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Invoices%20CRM.png" width="250" height="359" alt=""></p> <hr> <p style="text-align:center;"><strong>OR</strong></p> <hr> <p style="text-align:center;">1. Select "<span style="color:#3366ff;">Traders</span>" in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p> <hr> <p style="text-align:center;">Find the <span style="color:#000000;">trader</span>, click on "<span style="color:#3366ff;">View</span>" under his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="664" height="114" alt=""></p> <hr> <p style="text-align:center;">Go to "<span style="color:#3366ff;">Invoices</span>" in the left list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Invoices%20CRM.png" width="250" height="181" alt=""></p> <hr> <p style="text-align:center;">2. Choose a particular invoice and click "<span style="color:#3366ff;">More</span>" on the right side of the screen.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Closed%20More%20CRM.png" width="600" height="372" alt=""></p> <hr> <p style="text-align:center;">3. Select "<span style="color:#3366ff;">Copy Invoice</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Open%20More%20CRM.png" width="200" height="317" alt=""></p> <hr> <p style="text-align:center;"></p> <div> <div class="gtx-trans-icon"></div> </div> [slug] => copying-invoice [active] => 1 [datecreated] => 2024-02-01 14:54:52 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) )
title	How To Add Balance To An Account
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view	<div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700"> How To Add Balance To An Account </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <p style="text-align:center;"></p> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 1</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">Way 2</span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Traders</span></strong>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-140344.png" width="276" height="104" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">View</span></strong>" option.</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251027-140435.png" width="237" height="100" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Balance</span></strong>" in the trader's tab.</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Info%20maz-%3Ebalances.png" width="412" height="220" alt=""></p> <hr> <p style="text-align:center;">4. In the "<strong><span style="color:#3366ff;">Choose account</span></strong>" dropdown list. The variable list offers you to select from: Spot/Real, CFD, Margin, Staking, Practice account. Then, choose a currency, specify whether to Add or Remove. Enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tab%20Balances%20options.png" width="497" height="327" alt=""></p> <hr> <p style="text-align:center;">5. Click "<strong><span style="color:#3366ff;">Update Balance</span></strong>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Update%20Balance%20button.png" width="330" height="75" alt=""></p> <hr> <p style="text-align:center;">The balances are distributed accross the accounts respectively.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251027-134437.png" width="519" height="776" alt=""></p> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="32"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How to set up staff permissions </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – Only invoices... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Whatsapp Integration </a> </h4> <div class="tw-text-neutral-500"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/applying-subscription" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Apply For A Subscription </a> </h4> <div class="tw-text-neutral-500"> ON THE PLATFORM 1. Press on the "Manager" tab on the left side menu. 2. In the top row click "... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-add-stocks" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Show Stocks </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to the "Traders" tab in the left menu. 2. Find a client and click on "View" u... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Copy An Invoice </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Click on the "Sales" button in the left menu and select "Invoices" from the dropdown ... </div> </li> </ul> </div> </div> </div>
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click2call_helper.php
modules/click2call/helpers/click2call_helper.php

click2call_lang.php
modules/click2call/language/english/click2call_lang.php

datapulse.php
modules/datapulse/datapulse.php

datapulse_helper.php
modules/datapulse/helpers/datapulse_helper.php

datapulse_lang.php
modules/datapulse/language/english/datapulse_lang.php

goals.php
modules/goals/goals.php

goals_helper.php
modules/goals/helpers/goals_helper.php

goals_lang.php
modules/goals/language/english/goals_lang.php

lead_distribution_helper.php
modules/lead_distribution/helpers/lead_distribution_helper.php

hooks.php
modules/lead_distribution/hooks.php

lead_distribution_lang.php
modules/lead_distribution/language/english/lead_distribution_lang.php

lead_distribution.php
modules/lead_distribution/lead_distribution.php

csrf_exclude_uris.php
modules/lead_manager/config/csrf_exclude_uris.php

lead_manager_helper.php
modules/lead_manager/helpers/lead_manager_helper.php

lead_manager_lang.php
modules/lead_manager/language/english/lead_manager_lang.php

lead_manager.php
modules/lead_manager/lead_manager.php

Apiinit.php
modules/mailbox/core/Apiinit.php

mailbox_helper.php
modules/mailbox/helpers/mailbox_helper.php

mailbox_lang.php
modules/mailbox/language/english/mailbox_lang.php

Mailbox_aeiou.php
modules/mailbox/libraries/Mailbox_aeiou.php

mailbox.php
modules/mailbox/mailbox.php

autoload.php
modules/mailbox/vendor/autoload.php

autoload_real.php
modules/mailbox/vendor/composer/autoload_real.php

autoload_static.php
modules/mailbox/vendor/composer/autoload_static.php

Deprecated.php
modules/mailbox/vendor/rmccue/requests/library/Deprecated.php

Autoload.php
modules/mailbox/vendor/rmccue/requests/src/Autoload.php

menu_setup_helper.php
modules/menu_setup/helpers/menu_setup_helper.php

menu_setup_lang.php
modules/menu_setup/language/english/menu_setup_lang.php

menu_setup.php
modules/menu_setup/menu_setup.php

nanza_helper.php
modules/nanza/helpers/nanza_helper.php

register_dashboard_widgets.php
modules/nanza/hooks/register_dashboard_widgets.php

nanza_lang.php
modules/nanza/language/english/nanza_lang.php

nanza.php
modules/nanza/nanza.php

nanza_utilities_ajax_response_helper.php
modules/nanza_utilities/helpers/nanza_utilities_ajax_response_helper.php

nanza_utilities_common_helper.php
modules/nanza_utilities/helpers/nanza_utilities_common_helper.php

nanza_utilities_lang.php
modules/nanza_utilities/language/english/nanza_utilities_lang.php

nanza_utilities.php
modules/nanza_utilities/nanza_utilities.php

nanzai_context_helper.php
modules/nanzai/helpers/nanzai_context_helper.php

nanzai_crm_helper.php
modules/nanzai/helpers/nanzai_crm_helper.php

nanzai_function_calling_helper.php
modules/nanzai/helpers/nanzai_function_calling_helper.php

nanzai_helper.php
modules/nanzai/helpers/nanzai_helper.php

nanzai_provider_helper.php
modules/nanzai/helpers/nanzai_provider_helper.php

nanzai_crm_hooks.php
modules/nanzai/hooks/nanzai_crm_hooks.php

nanzai_lang.php
modules/nanzai/language/english/nanzai_lang.php

Anthropic.php
modules/nanzai/libraries/Anthropic.php

Mistral.php
modules/nanzai/libraries/Mistral.php

OpenAI.php
modules/nanzai/libraries/OpenAI.php

nanzai.php
modules/nanzai/nanzai.php

notes.php
modules/notes/notes.php

perfex_dashboard_helper.php
modules/perfex_dashboard/helpers/perfex_dashboard_helper.php

perfex_dashboard_lang.php
modules/perfex_dashboard/language/english/perfex_dashboard_lang.php

perfex_dashboard.php
modules/perfex_dashboard/perfex_dashboard.php

perfshield_helper.php
modules/perfshield/helpers/perfshield_helper.php

perfshield_login_protection_helper.php
modules/perfshield/helpers/perfshield_login_protection_helper.php

session_tracking.php
modules/perfshield/hooks/session_tracking.php

email_templates.php
modules/perfshield/includes/email_templates.php

sidebar_menu_links.php
modules/perfshield/includes/sidebar_menu_links.php

perfshield_lang.php
modules/perfshield/language/english/perfshield_lang.php

Perfshield_aeiou.php
modules/perfshield/libraries/Perfshield_aeiou.php

Perfshield_login_protection_model.php
modules/perfshield/models/Perfshield_login_protection_model.php

perfshield.php
modules/perfshield/perfshield.php

autoload.php
modules/perfshield/vendor/autoload.php

autoload_real.php
modules/perfshield/vendor/composer/autoload_real.php

autoload_static.php
modules/perfshield/vendor/composer/autoload_static.php

platform_check.php
modules/perfshield/vendor/composer/platform_check.php

prchat_helper.php
modules/prchat/helpers/prchat_helper.php

prchat_security_helper.php
modules/prchat/helpers/prchat_security_helper.php

chat_lang.php
modules/prchat/language/english/chat_lang.php

prchat.php
modules/prchat/prchat.php

saas_super_assistant.php
modules/saas_super_assistant/saas_super_assistant.php

si_lead_filters_helper.php
modules/si_lead_filters/helpers/si_lead_filters_helper.php

si_lead_filters_lang.php
modules/si_lead_filters/language/english/si_lead_filters_lang.php

Si_lead_filter_model.php
modules/si_lead_filters/models/Si_lead_filter_model.php

si_lead_filters.php
modules/si_lead_filters/si_lead_filters.php

smartdocs_lang.php
modules/smartdocs/language/english/smartdocs_lang.php

smartdocs.php
modules/smartdocs/smartdocs.php

telegram_bot_helper.php
modules/telegram_bot/helpers/telegram_bot_helper.php

telegram_bot_lang.php
modules/telegram_bot/language/english/telegram_bot_lang.php

Telegram_bot_model.php
modules/telegram_bot/models/Telegram_bot_model.php

telegram_bot.php
modules/telegram_bot/telegram_bot.php

theme_style_helper.php
modules/theme_style/helpers/theme_style_helper.php

theme_style_lang.php
modules/theme_style/language/english/theme_style_lang.php

theme_style.php
modules/theme_style/theme_style.php

csrf_exclude_uris.php
modules/tour_guide/config/csrf_exclude_uris.php

HTMLPurifier.standalone.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/Libraries/HTMLPurifier/HTMLPurifier.standalone.php

common.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/common.php

autoload.php
modules/tour_guide/vendor2/autoload.php

autoload_real.php
modules/tour_guide/vendor2/composer/autoload_real.php

autoload_static.php
modules/tour_guide/vendor2/composer/autoload_static.php

wallet_helper.php
modules/wallet/helpers/wallet_helper.php

wallet_lang.php
modules/wallet/language/english/wallet_lang.php

Wallet_gateway.php
modules/wallet/libraries/Wallet_gateway.php

Walletmanager.php
modules/wallet/libraries/Walletmanager.php

wallet.php
modules/wallet/wallet.php

webhooks_helper.php
modules/webhooks/helpers/webhooks_helper.php

webhooks_lang.php
modules/webhooks/language/english/webhooks_lang.php

autoload.php
modules/webhooks/vendor/autoload.php

autoload_real.php
modules/webhooks/vendor/composer/autoload_real.php

autoload_static.php
modules/webhooks/vendor/composer/autoload_static.php

platform_check.php
modules/webhooks/vendor/composer/platform_check.php

webhooks.php
modules/webhooks/webhooks.php

csrf_exclude_uris.php
modules/whatsapp/config/csrf_exclude_uris.php

csrf_exclude_uris.php
modules/whatsbot/config/csrf_exclude_uris.php

Benchmark.php
system/core/Benchmark.php

CodeIgniter.php
system/core/CodeIgniter.php

Common.php
system/core/Common.php

Config.php
system/core/Config.php

Controller.php
system/core/Controller.php

Exceptions.php
system/core/Exceptions.php

Hooks.php
system/core/Hooks.php

Input.php
system/core/Input.php

Lang.php
system/core/Lang.php

Loader.php
system/core/Loader.php

Log.php
system/core/Log.php

Model.php
system/core/Model.php

Output.php
system/core/Output.php

Router.php
system/core/Router.php

Security.php
system/core/Security.php

URI.php
system/core/URI.php

Utf8.php
system/core/Utf8.php

hash.php
system/core/compat/hash.php

mbstring.php
system/core/compat/mbstring.php

password.php
system/core/compat/password.php

standard.php
system/core/compat/standard.php

DB.php
system/database/DB.php

DB_driver.php
system/database/DB_driver.php

DB_query_builder.php
system/database/DB_query_builder.php

DB_result.php
system/database/DB_result.php

mysqli_driver.php
system/database/drivers/mysqli/mysqli_driver.php

mysqli_result.php
system/database/drivers/mysqli/mysqli_result.php

cookie_helper.php
system/helpers/cookie_helper.php

directory_helper.php
system/helpers/directory_helper.php

email_helper.php
system/helpers/email_helper.php

file_helper.php
system/helpers/file_helper.php

form_helper.php
system/helpers/form_helper.php

html_helper.php
system/helpers/html_helper.php

language_helper.php
system/helpers/language_helper.php

text_helper.php
system/helpers/text_helper.php

url_helper.php
system/helpers/url_helper.php

profiler_lang.php
system/language/english/profiler_lang.php

Driver.php
system/libraries/Driver.php

Email.php
system/libraries/Email.php

Encryption.php
system/libraries/Encryption.php

Form_validation.php
system/libraries/Form_validation.php

Image_lib.php
system/libraries/Image_lib.php

Session.php
system/libraries/Session/Session.php

Session_driver.php
system/libraries/Session/Session_driver.php

Session_redis_driver.php
system/libraries/Session/drivers/Session_redis_driver.php

User_agent.php
system/libraries/User_agent.php

Loading Time: Base Classes	0.0009
Controller Execution Time ( Knowledge Base / Article )	0.0355
Total Execution Time	0.0365

HTTP_ACCEPT	/
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HTTP_CONNECTION
SERVER_PORT	443
SERVER_NAME	crm.podcator.com
REMOTE_ADDR	216.73.216.173
SERVER_SOFTWARE	Apache
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/2.0
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR

base_url	https://crm.podcator.com
index_page
uri_protocol	AUTO
url_suffix
language
charset	UTF-8
enable_hooks	1
subclass_prefix	App_
composer_autoload	1
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log_path
log_file_extension
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error_views_path
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cookie_prefix
cookie_domain
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cookie_secure
cookie_httponly
standardize_newlines
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csrf_regenerate
csrf_exclude_uris	Array ( [0] => forms/wtl/[0-9a-z]+ [1] => forms/ticket [2] => forms/quote/[0-9a-z]+ [3] => admin/tasks/timer_tracking [4] => api\/.+ [5] => nanza/webhooks/register [6] => lead_distribution/webhooks/receive_external_status_update/\d+ [7] => admin/nanza/webhooks/login_notification [8] => api/leads [9] => api/leads/notes [10] => admin/nanza/dialer/get_data [11] => admin/nanza/dialer/squaretalk [12] => nanza/client [13] => nanza/client/user_data [14] => admin/nanza/withdrawal/balances/\d+ [15] => admin/nanza/orders/copy_order/\d+ [16] => admin/nanza/orders/create_order [17] => admin/nanza/admin/edit_settings [18] => admin/nanza/cfd/get_cfd_instruments_info [19] => admin/nanza/cfd/edit_cfd_position/\d+ [20] => admin/nanza/cfd/copy_cfd_position/\d+ [21] => admin/nanza/cfd/cfd_positions [22] => admin/nanza/cfd/upload_cfd_positions/\d+ [23] => admin/leads/export_leads [24] => admin/leads/delete [25] => admin/leads/update_columns_order [26] => ma/ma_forms/wtl/[0-9a-z]+/[0-9a-z]+admin/nanza/cfd/bulk_action [27] => admin/traders/summary/[0-9]+ [28] => admin/traders/create_withdrawal [29] => admin/traders/send_withdrawal [30] => prchat/Prchat_ClientsController/pusherCustomersAuthApp [31] => prchat/Prchat_ClientsController/initClientChat [32] => prchat/Prchat_ClientsController/updateClientUnreadMessages [33] => admin/traders/send_withdrawal [34] => admin/notes/save_note [35] => admin/nanza/margin_positions [36] => admin/nanza/orders [37] => admin/nanza/withdrawal [38] => admin/nanza/kyc_dashboard [39] => admin/traders/get_auto_login_url [40] => admin/traders/get_total_deposit )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
modules_locations	Array ( [/home/podcator/domains/crm.podcator.com/public_html/modules/] => ../../modules/ )
migration_enabled
migration_type	sequential
migration_table	migrations
migration_auto_latest
migration_version	305
migration_path	/home/podcator/domains/crm.podcator.com/public_html/application/migrations/

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