| articles | Array
(
[0] => Array
(
[groupid] => 1
[name] => API Docs
[group_slug] => api-docs
[description] => REST API: Available commands documentation & examples
[active] => 1
[color] =>
[group_order] => 1
[articles] => Array
(
[0] => Array
(
[slug] => lead-add-new-lead
[subject] => Lead - Add New Lead [code]
[description] => <p><span class="type type__post">POST</span><span></span></p>
<pre class="language-http"><code>api/leads</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Authtoken</td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<h2>Parameter</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">source</td>
<td>String</td>
<td>
<p>Mandatory Lead source.</p>
</td>
</tr>
<tr>
<td class="code">status</td>
<td>String</td>
<td>
<p>Mandatory Lead Status.</p>
</td>
</tr>
<tr>
<td class="code">name</td>
<td>String</td>
<td>
<p>Mandatory Lead Name.</p>
</td>
</tr>
<tr>
<td class="code">assigned<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead assigned.</p>
</td>
</tr>
<tr>
<td class="code">client_id<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead From Customer.</p>
</td>
</tr>
<tr>
<td class="code">tags<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead tags.</p>
</td>
</tr>
<tr>
<td class="code">contact<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead contact.</p>
</td>
</tr>
<tr>
<td class="code">title<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Position.</p>
</td>
</tr>
<tr>
<td class="code">email<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Email Address.</p>
</td>
</tr>
<tr>
<td class="code">website<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Website.</p>
</td>
</tr>
<tr>
<td class="code">phonenumber<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Phone.</p>
</td>
</tr>
<tr>
<td class="code">company<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead company.</p>
</td>
</tr>
<tr>
<td class="code">address<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead address.</p>
</td>
</tr>
<tr>
<td class="code">city<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead City.</p>
</td>
</tr>
<tr>
<td class="code">state<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead state.</p>
</td>
</tr>
<tr>
<td class="code">country<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Country.</p>
</td>
</tr>
<tr>
<td class="code">default_language<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Default Language.</p>
</td>
</tr>
<tr>
<td class="code">description<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead description.</p>
</td>
</tr>
<tr>
<td class="code">custom_contact_date<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead From Customer.</p>
</td>
</tr>
<tr>
<td class="code">contacted_today<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Contacted Today.</p>
</td>
</tr>
<tr>
<td class="code">is_public<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead google sheet id.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-markup"><code>array (size=20)
'status' => string '2' (length=1)
'source' => string '6' (length=1)
'assigned' => string '1' (length=1)
'client_id' => string '5' (length=1)
'tags' => string '' (length=0)
'name' => string 'Lead Name' (length=9)
'contact' => string 'Contact A' (length=9)
'title' => string 'Position A' (length=10)
'email' => string 'AAA@gmail.com' (length=13)
'website' => string '' (length=0)
'phonenumber' => string '123456789' (length=9)
'company' => string 'Gap Trade' (length=20)
'address' => string '710-712 Cách Mạng Tháng Tám, P. 5, Q. Tân Bình' (length=33)
'city' => string 'London' (length=6)
'state' => string '' (length=0)
'default_language' => string 'english' (length=10)
'description' => string 'Description' (length=11)
'custom_contact_date' => string '' (length=0)
'is_public' => string 'on' (length=2)
'contacted_today' => string 'on' (length=2)</code></pre>
</div>
</div>
<h2>Success 200</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>Lead add successful.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 200 OK
{
"status": true,
"message": "Lead add successful."
}</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>add fail.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "Lead add fail."
}</code></pre>
</div>
</div>
[active_article] => 1
[articlegroup] => 1
[articleid] => 1
[staff_article] => 0
[datecreated] => 2021-12-15 13:37:08
)
[1] => Array
(
[slug] => lead-request-lead-information
[subject] => Lead - Request lead information [code]
[description] => <p><span class="type type__get">GET</span><span></span></p>
<pre class="language-http"><code>api/leads/:id</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Authorization</td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<h2>Parameter</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">id</td>
<td>Number</td>
<td>
<p>Lead unique ID.</p>
</td>
</tr>
</tbody>
</table>
<h2>Success 200</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Lead</td>
<td>Object</td>
<td>
<p>information.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#success-examples-Lead-GetLead-0_0_0-0">Success-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-markup"><code>HTTP/1.1 200 OK
{
"id": "17",
"hash": "c6e938f8b7a40b1bcfd98dc04f6eeee0-60d9c039da373a685fc0f74d4bfae631",
"name": "Lead name",
"contact": "",
"title": "",
"company": "Gap Trade",
"description": "",
"country": "243",
"zip": null,
"city": "London",
"state": "London",
"address": "1a The Alexander Suite Silk Point",
"assigned": "5",
"dateadded": "2019-07-18 08:59:28",
"from_form_id": "0",
"status": "0",
"source": "4",
...
}</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>No data were found.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#error-examples-Lead-GetLead-0_0_0-0">Error-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "No data were found"
}</code></pre>
</div>
</div>
[active_article] => 1
[articlegroup] => 1
[articleid] => 2
[staff_article] => 0
[datecreated] => 2021-12-15 13:39:36
)
[2] => Array
(
[slug] => lead-search-lead-information
[subject] => Lead - Search Lead Information [code]
[description] => <div class="show-api-article show-api-Lead-article show-api-Lead-GetLeadSearch-article">
<article><span class="type type__get">GET</span>
<pre class="language-http"><code>api/leads/search/:keysearch</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Authorization</td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<h2>Parameter</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">keysearch</td>
<td>String</td>
<td>
<p>Search Keywords.</p>
</td>
</tr>
</tbody>
</table>
<h2>Success 200</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Lead</td>
<td>Object</td>
<td>
<p>information.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#success-examples-Lead-GetLeadSearch-0_0_0-0">Success-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 200 OK
{
"id": "17",
"hash": "c6e938f8b7a40b1bcfd98dc04f6eeee0-60d9c039da373a685fc0f74d4bfae631",
"name": "Lead name",
"contact": "",
"title": "",
"company": "Themesic Interactive",
"description": "",
"country": "243",
"zip": null,
"city": "London",
"state": "London",
"address": "1a The Alexander Suite Silk Point",
"assigned": "5",
"dateadded": "2019-07-18 08:59:28",
"from_form_id": "0",
"status": "0",
"source": "4",
...
}</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>No data were found.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#error-examples-Lead-GetLeadSearch-0_0_0-0">Error-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "No data were found"
}</code></pre>
</div>
</div>
</article>
</div>
<div class="show-api-article show-api-Lead-article show-api-Lead-PutLead-article">
<article>
<div class="pull-left"> </div>
<div class="pull-left"></div>
</article>
</div>
[active_article] => 1
[articlegroup] => 1
[articleid] => 3
[staff_article] => 0
[datecreated] => 2021-12-15 13:40:04
)
[3] => Array
(
[slug] => lead-update-a-lead
[subject] => Lead - Update a lead [code]
[description] => <section class="show-api-group show-api-Lead-group">
<div class="show-api-article show-api-Lead-article show-api-Lead-PutLead-article">
<article><span class="type type__put">PUT</span>
<pre class="language-http"><code>api/leads/:id</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Authorization</td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<h2>Parameter</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">source</td>
<td>String</td>
<td>
<p>Mandatory Lead source.</p>
</td>
</tr>
<tr>
<td class="code">status</td>
<td>String</td>
<td>
<p>Mandatory Lead Status.</p>
</td>
</tr>
<tr>
<td class="code">name</td>
<td>String</td>
<td>
<p>Mandatory Lead Name.</p>
</td>
</tr>
<tr>
<td class="code">assigned<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead assigned.</p>
</td>
</tr>
<tr>
<td class="code">client_id<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead From Customer.</p>
</td>
</tr>
<tr>
<td class="code">tags<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead tags.</p>
</td>
</tr>
<tr>
<td class="code">contact<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead contact.</p>
</td>
</tr>
<tr>
<td class="code">title<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Position.</p>
</td>
</tr>
<tr>
<td class="code">email<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Email Address.</p>
</td>
</tr>
<tr>
<td class="code">website<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Website.</p>
</td>
</tr>
<tr>
<td class="code">phonenumber<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Phone.</p>
</td>
</tr>
<tr>
<td class="code">company<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead company.</p>
</td>
</tr>
<tr>
<td class="code">address<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead address.</p>
</td>
</tr>
<tr>
<td class="code">city<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead City.</p>
</td>
</tr>
<tr>
<td class="code">state<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead state.</p>
</td>
</tr>
<tr>
<td class="code">country<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Country.</p>
</td>
</tr>
<tr>
<td class="code">default_language<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Default Language.</p>
</td>
</tr>
<tr>
<td class="code">description<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead description.</p>
</td>
</tr>
<tr>
<td class="code">lastcontact<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead Last Contact.</p>
</td>
</tr>
<tr>
<td class="code">is_public<span class="label label-optional">optional</span></td>
<td>String</td>
<td>
<p>Optional Lead google sheet id.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#parameter-examples-Lead-PutLead-0_0_0-0">Request-Example:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-markup"><code>{
"name": "Lead name",
"contact": "contact",
"title": "title",
"company": "gaptrade",
"description": "description",
"tags": "",
"city": "London",
"state": "London",
"address": "1a The Alexander Suite Silk Point",
"assigned": "5",
"source": "4",
"email": "AA@gmail.com",
"website": "www.gaptrade.io",
"phonenumber": "123456789",
"is_public": "on",
"default_language": "english",
"client_id": "3",
"lastcontact": "25/07/2019 08:38:04"
}</code></pre>
</div>
</div>
<h2>Success 200</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>Lead Update Successful.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#success-examples-Lead-PutLead-0_0_0-0">Success-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 200 OK
{
"status": true,
"message": "Lead Update Successful."
}</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>Lead Update Fail.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#error-examples-Lead-PutLead-0_0_0-0">Error-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "Lead Update Fail."
}</code></pre>
</div>
</div>
</article>
</div>
</section>
<section class="show-api-group show-api-Milestone-group"></section>
[active_article] => 1
[articlegroup] => 1
[articleid] => 4
[staff_article] => 0
[datecreated] => 2021-12-15 13:40:31
)
[4] => Array
(
[slug] => usage-of-the-api
[subject] => Usage of the API [code]
[description] => <p>the AUTOLOGIN process meant to receive form information by POST method and register the lead to the CRM, as well as register user onto the platform, and redirect user with auto login.<br><br>to follow the lead status, you use the API (GET LEADS BY DATE / BY ID) to get the statuses of all your leads by the source_id field you have from onboarding.<br><br>the API, and the AUTOLOGIN are separated processes.</p>
<p>Auto login uses: username, password, email, source_id and name as mandatory fields.<br>the email field will be setup as username to the platform cause the login is by email.<br>username, and name are for CRM and PLATFORM use, and also have to be provided.</p>
<p></p>
<p>Available commands of the API are described below, along with their responses.</p>
<p>For this example, we will use a dummy token and a random command.</p>
<p>Let’s say your new token is<span> </span><code>jEheVytlAoFl7F8MqUQ7jAo2hOXASztXjEheVytlAoFl7F8MqUQ7jAo2hOXASztXjEheVytlAoFl7F8MqUQ7jAo2hOXASztX</code><span> </span>and that you need to list<span> </span><strong>all available customers</strong>, using the API, through a<span> </span><strong>cURL request</strong>.<br><br></p>
<h3>Command Request</h3>
<hr>
<pre class="prettyprint">curl -H "authtoken: jEheVytlAoFl7F8MqUQ7jAo2hOXASztXjEheVytlAoFl7F8MqUQ7jAo2hOXASztXjEheVytlAoFl7F8MqUQ7jAo2hOXASztX" https://mysite.com/api/customers
</pre>
<p><br><br></p>
<h3>Response of command request</h3>
<hr>
<pre class="prettyprint">[
{
"stripe_id" : null,
"active" : "1",
"vat" : "1234567890",
"address" : "Test Address",
"billing_country" : "0",
"phonenumber" : "1234567890",
"registration_confirmed" : "1",
"longitude" : null,
"billing_city" : "",
"state" : "Test State",
"shipping_zip" : "",
"billing_zip" : "",
"city" : "Test City",
"shipping_country" : "0",
"billing_street" : "",
"datecreated" : "2019-11-29 12:34:56",
"company" : "Jk Technologies",
"shipping_street" : "",
"zip" : "123456",
"billing_state" : "",
"leadid" : null,
"addedfrom" : "8",
"userid" : "3",
"default_language" : "english",
"shipping_state" : "",
"show_primary_contact" : "0",
"country" : "102",
"default_currency" : "3",
"shipping_city" : "",
"latitude" : null,
"website" : "https://example.com"
},
{
"website" : "https://example2.com",
"latitude" : null,
"default_currency" : "0",
"shipping_city" : "London",
"country" : "235",
"show_primary_contact" : "0",
"shipping_state" : "Greater London",
"default_language" : "",
"addedfrom" : "1",
"userid" : "1",
"leadid" : null,
"billing_state" : "Greater London",
"zip" : "WC1 ASW",
"shipping_street" : "123 Road Street",
"company" : "Sample Company LTD",
"datecreated" : "2019-04-02 13:38:28",
"billing_street" : "123 Road Street",
"shipping_country" : "235",
"city" : "London",
"billing_zip" : "WC1 ASW",
"shipping_zip" : "WC1 ASW",
"longitude" : null,
"registration_confirmed" : "1",
"billing_city" : "London",
"state" : "Greater London",
"phonenumber" : "+44 210 7298299",
"billing_country" : "235",
"address" : "123 Road Street",
"vat" : "123456789",
"active" : "1",
"stripe_id" : null
}
]<span style="font-family:Verdana, Arial, Helvetica, sans-serif;"><span style="white-space:normal;">
</span></span></pre>
[active_article] => 1
[articlegroup] => 1
[articleid] => 5
[staff_article] => 0
[datecreated] => 2021-12-15 13:47:16
)
[5] => Array
(
[slug] => lead-search-by-dates-range
[subject] => Lead - Search By Dates Range [code]
[description] => <section class="show-api-group show-api-Lead-group">
<div class="show-api-article show-api-Lead-article show-api-Lead-PutLead-article">
<article><span class="type type__put">GET</span>
<pre class="language-markup"><code>api/leads/dates/{from_date}/{to_date}</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Authtoken</td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<br><br>
<h2>Parameter</h2>
<table style="height:127px;width:353px;">
<thead>
<tr>
<th style="width:105.375px;">Field</th>
<th style="width:64.625px;">Type</th>
<th style="width:161px;">Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code" style="width:105.375px;">from_date</td>
<td style="width:64.625px;">String</td>
<td style="width:161px;">
<p>format: 2021-01-31</p>
</td>
</tr>
<tr>
<td style="width:105.375px;">to_date</td>
<td style="width:64.625px;">String</td>
<td style="width:161px;">
<p>format: 2021-01-31</p>
</td>
</tr>
</tbody>
</table>
<br><br>
<h2>Success 200</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Lead</td>
<td>Object</td>
<td>
<p>information.</p>
</td>
</tr>
</tbody>
</table>
<div class="tab-content">
<div class="tab-pane active">
<p></p>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#success-examples-Lead-GetLeadSearch-0_0_0-0">Success-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-markup"><code>HTTP/1.1 200 OK
{
"id": "17",
"hash": "c6e938f8b7a40b1bcfd98dc04f6eeee0-60d9c039da373a685fc0f74d4bfae631",
"name": "Lead name",
"contact": "",
"title": "",
"company": "Gap Trade",
"description": "",
"country": "243",
"zip": null,
"city": "London",
"state": "London",
"address": "1a The Alexander Suite Silk Point",
"assigned": "5",
"dateadded": "2019-07-18 08:59:28",
"from_form_id": "0",
"status": "0",
"source": "4",
...
}</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>No data were found.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#error-examples-Lead-GetLeadSearch-0_0_0-0">Error-Response:</a></li>
</ul>
<pre class="language-markup"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "No Data Found."
}</code></pre>
<p></p>
<div class="pull-left">Lead statuses definition</div>
<div class="pull-left"></div>
<div class="pull-left">
<table class="table dt-table dt-inline dataTable no-footer" style="height:457px;width:265px;">
<thead>
<tr style="height:19px;">
<th class="sorting sorting_asc" style="width:31.7656px;height:19px;">ID</th>
<th class="sorting" style="width:217.234px;height:19px;">Status Name</th>
</tr>
</thead>
<tbody>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">1</td>
<td style="width:217.234px;height:20px;">FTD Success</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">2</td>
<td style="width:217.234px;height:20px;">Busy</td>
</tr>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">3</td>
<td style="width:217.234px;height:20px;">Failed to connect</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">4</td>
<td style="width:217.234px;height:20px;">Call Back General</td>
</tr>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">5</td>
<td style="width:217.234px;height:20px;">System Check Number</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">6</td>
<td style="width:217.234px;height:20px;">Language Barrier</td>
</tr>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">7</td>
<td style="width:217.234px;height:20px;">New Lead</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">8</td>
<td style="width:217.234px;height:20px;">No Answer</td>
</tr>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">9</td>
<td style="width:217.234px;height:20px;">Not Interested</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">10</td>
<td style="width:217.234px;height:20px;">Call Back Personal</td>
</tr>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">11</td>
<td style="width:217.234px;height:20px;">System Answer Dropped</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">12</td>
<td style="width:217.234px;height:20px;">VoiceMail</td>
</tr>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">13</td>
<td style="width:217.234px;height:20px;">Potential High</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">14</td>
<td style="width:217.234px;height:20px;">Potential</td>
</tr>
<tr class="odd" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">15</td>
<td style="width:217.234px;height:20px;">Insufficient data</td>
</tr>
<tr class="even" style="height:20px;">
<td class="sorting_1" style="width:31.7656px;height:20px;">17</td>
<td style="width:217.234px;height:20px;">Closed not interested</td>
</tr>
</tbody>
</table>
<br><br>Please FOLLOW "status" field from our API for updated lead statuses.</div>
</div>
</div>
</article>
</div>
</section>
<section class="show-api-group show-api-Milestone-group"></section>
[active_article] => 1
[articlegroup] => 1
[articleid] => 6
[staff_article] => 0
[datecreated] => 2021-12-20 17:53:41
)
[6] => Array
(
[slug] => lead-country-list
[subject] => Lead - Country List [code]
[description] => <pre>"country_id","iso2","short_name","calling_code"
"1","AF","Afghanistan","93"
"2","AX","Aland Islands","358"
"3","AL","Albania","355"
"4","DZ","Algeria","213"
"5","AS","American Samoa","1+684"
"6","AD","Andorra","376"
"7","AO","Angola","244"
"8","AI","Anguilla","1+264"
"9","AQ","Antarctica","672"
"10","AG","Antigua and Barbuda","1+268"
"11","AR","Argentina","54"
"12","AM","Armenia","374"
"13","AW","Aruba","297"
"14","AU","Australia","61"
"15","AT","Austria","43"
"16","AZ","Azerbaijan","994"
"17","BS","Bahamas","1+242"
"18","BH","Bahrain","973"
"19","BD","Bangladesh","880"
"20","BB","Barbados","1+246"
"21","BY","Belarus","375"
"22","BE","Belgium","32"
"23","BZ","Belize","501"
"24","BJ","Benin","229"
"25","BM","Bermuda","1+441"
"26","BT","Bhutan","975"
"27","BO","Bolivia","591"
"28","BQ","Bonaire, Sint Eustatius and Saba","599"
"29","BA","Bosnia and Herzegovina","387"
"30","BW","Botswana","267"
"31","BV","Bouvet Island","NONE"
"32","BR","Brazil","55"
"33","IO","British Indian Ocean Territory","246"
"34","BN","Brunei","673"
"35","BG","Bulgaria","359"
"36","BF","Burkina Faso","226"
"37","BI","Burundi","257"
"38","KH","Cambodia","855"
"39","CM","Cameroon","237"
"40","CA","Canada","1"
"41","CV","Cape Verde","238"
"42","KY","Cayman Islands","1+345"
"43","CF","Central African Republic","236"
"44","TD","Chad","235"
"45","CL","Chile","56"
"46","CN","China","86"
"47","CX","Christmas Island","61"
"48","CC","Cocos (Keeling) Islands","61"
"49","CO","Colombia","57"
"50","KM","Comoros","269"
"51","CG","Congo","242"
"52","CK","Cook Islands","682"
"53","CR","Costa Rica","506"
"54","CI","Cote d'ivoire (Ivory Coast)","225"
"55","HR","Croatia","385"
"56","CU","Cuba","53"
"57","CW","Curacao","599"
"58","CY","Cyprus","357"
"59","CZ","Czech Republic","420"
"60","CD","Democratic Republic of the Congo","243"
"61","DK","Denmark","45"
"62","DJ","Djibouti","253"
"63","DM","Dominica","1+767"
"64","DO","Dominican Republic","1+809, 8"
"65","EC","Ecuador","593"
"66","EG","Egypt","20"
"67","SV","El Salvador","503"
"68","GQ","Equatorial Guinea","240"
"69","ER","Eritrea","291"
"70","EE","Estonia","372"
"71","ET","Ethiopia","251"
"72","FK","Falkland Islands (Malvinas)","500"
"73","FO","Faroe Islands","298"
"74","FJ","Fiji","679"
"75","FI","Finland","358"
"76","FR","France","33"
"77","GF","French Guiana","594"
"78","PF","French Polynesia","689"
"79","TF","French Southern Territories",""
"80","GA","Gabon","241"
"81","GM","Gambia","220"
"82","GE","Georgia","995"
"83","DE","Germany","49"
"84","GH","Ghana","233"
"85","GI","Gibraltar","350"
"86","GR","Greece","30"
"87","GL","Greenland","299"
"88","GD","Grenada","1+473"
"89","GP","Guadaloupe","590"
"90","GU","Guam","1+671"
"91","GT","Guatemala","502"
"92","GG","Guernsey","44"
"93","GN","Guinea","224"
"94","GW","Guinea-Bissau","245"
"95","GY","Guyana","592"
"96","HT","Haiti","509"
"97","HM","Heard Island and McDonald Islands","NONE"
"98","HN","Honduras","504"
"99","HK","Hong Kong","852"
"100","HU","Hungary","36"
"101","IS","Iceland","354"
"102","IN","India","91"
"103","ID","Indonesia","62"
"104","IR","Iran","98"
"105","IQ","Iraq","964"
"106","IE","Ireland","353"
"107","IM","Isle of Man","44"
"108","IL","Israel","972"
"109","IT","Italy","39"
"110","JM","Jamaica","1+876"
"111","JP","Japan","81"
"112","JE","Jersey","44"
"113","JO","Jordan","962"
"114","KZ","Kazakhstan","7"
"115","KE","Kenya","254"
"116","KI","Kiribati","686"
"117","XK","Kosovo","381"
"118","KW","Kuwait","965"
"119","KG","Kyrgyzstan","996"
"120","LA","Laos","856"
"121","LV","Latvia","371"
"122","LB","Lebanon","961"
"123","LS","Lesotho","266"
"124","LR","Liberia","231"
"125","LY","Libya","218"
"126","LI","Liechtenstein","423"
"127","LT","Lithuania","370"
"128","LU","Luxembourg","352"
"129","MO","Macao","853"
"130","MK","North Macedonia","389"
"131","MG","Madagascar","261"
"132","MW","Malawi","265"
"133","MY","Malaysia","60"
"134","MV","Maldives","960"
"135","ML","Mali","223"
"136","MT","Malta","356"
"137","MH","Marshall Islands","692"
"138","MQ","Martinique","596"
"139","MR","Mauritania","222"
"140","MU","Mauritius","230"
"141","YT","Mayotte","262"
"142","MX","Mexico","52"
"143","FM","Micronesia","691"
"144","MD","Moldava","373"
"145","MC","Monaco","377"
"146","MN","Mongolia","976"
"147","ME","Montenegro","382"
"148","MS","Montserrat","1+664"
"149","MA","Morocco","212"
"150","MZ","Mozambique","258"
"151","MM","Myanmar (Burma)","95"
"152","NA","Namibia","264"
"153","NR","Nauru","674"
"154","NP","Nepal","977"
"155","NL","Netherlands","31"
"156","NC","New Caledonia","687"
"157","NZ","New Zealand","64"
"158","NI","Nicaragua","505"
"159","NE","Niger","227"
"160","NG","Nigeria","234"
"161","NU","Niue","683"
"162","NF","Norfolk Island","672"
"163","KP","North Korea","850"
"164","MP","Northern Mariana Islands","1+670"
"165","NO","Norway","47"
"166","OM","Oman","968"
"167","PK","Pakistan","92"
"168","PW","Palau","680"
"169","PS","Palestine","970"
"170","PA","Panama","507"
"171","PG","Papua New Guinea","675"
"172","PY","Paraguay","595"
"173","PE","Peru","51"
"174","PH","Philippines","63"
"175","PN","Pitcairn","NONE"
"176","PL","Poland","48"
"177","PT","Portugal","351"
"178","PR","Puerto Rico","1+939"
"179","QA","Qatar","974"
"180","RE","Reunion","262"
"181","RO","Romania","40"
"182","RU","Russia","7"
"183","RW","Rwanda","250"
"184","BL","Saint Barthelemy","590"
"185","SH","Saint Helena","290"
"186","KN","Saint Kitts and Nevis","1+869"
"187","LC","Saint Lucia","1+758"
"188","MF","Saint Martin","590"
"189","PM","Saint Pierre and Miquelon","508"
"190","VC","Saint Vincent and the Grenadines","1+784"
"191","WS","Samoa","685"
"192","SM","San Marino","378"
"193","ST","Sao Tome and Principe","239"
"194","SA","Saudi Arabia","966"
"195","SN","Senegal","221"
"196","RS","Serbia","381"
"197","SC","Seychelles","248"
"198","SL","Sierra Leone","232"
"199","SG","Singapore","65"
"200","SX","Sint Maarten","1+721"
"201","SK","Slovakia","421"
"202","SI","Slovenia","386"
"203","SB","Solomon Islands","677"
"204","SO","Somalia","252"
"205","ZA","South Africa","27"
"206","GS","South Georgia and the South Sandwich Islands","500"
"207","KR","South Korea","82"
"208","SS","South Sudan","211"
"209","ES","Spain","34"
"210","LK","Sri Lanka","94"
"211","SD","Sudan","249"
"212","SR","Suriname","597"
"213","SJ","Svalbard and Jan Mayen","47"
"214","SZ","Swaziland","268"
"215","SE","Sweden","46"
"216","CH","Switzerland","41"
"217","SY","Syria","963"
"218","TW","Taiwan","886"
"219","TJ","Tajikistan","992"
"220","TZ","Tanzania","255"
"221","TH","Thailand","66"
"222","TL","Timor-Leste (East Timor)","670"
"223","TG","Togo","228"
"224","TK","Tokelau","690"
"225","TO","Tonga","676"
"226","TT","Trinidad and Tobago","1+868"
"227","TN","Tunisia","216"
"228","TR","Turkey","90"
"229","TM","Turkmenistan","993"
"230","TC","Turks and Caicos Islands","1+649"
"231","TV","Tuvalu","688"
"232","UG","Uganda","256"
"233","UA","Ukraine","380"
"234","AE","United Arab Emirates","971"
"235","GB","United Kingdom","44"
"236","US","United States","1"
"237","UM","United States Minor Outlying Islands","NONE"
"238","UY","Uruguay","598"
"239","UZ","Uzbekistan","998"
"240","VU","Vanuatu","678"
"241","VA","Vatican City","39"
"242","VE","Venezuela","58"
"243","VN","Vietnam","84"
"244","VG","Virgin Islands, British","1+284"
"245","VI","Virgin Islands, US","1+340"
"246","WF","Wallis and Futuna","681"
"247","EH","Western Sahara","212"
"248","YE","Yemen","967"
"249","ZM","Zambia","260"
"250","ZW","Zimbabwe","263"</pre>
[active_article] => 1
[articlegroup] => 1
[articleid] => 7
[staff_article] => 0
[datecreated] => 2022-01-26 08:06:08
)
[7] => Array
(
[slug] => lead-register-w-autologin
[subject] => Lead - Register / AutoLogin [code]
[description] => <div>
<div><strong>Mandatory (MUST HAVE) Parameters:</strong></div>
<div></div>
<div><span>password (String),</span></div>
<div><span>name (String),</span></div>
<div><span>email (String),</span></div>
<div><span>source_id (Integer as String),</span></div>
<span><span style="color:#ff0000;"><span style="color:#000000;"><br></span></span></span>
<div><strong>Optional Parameters:</strong></div>
<span><span style="color:#ff0000;"><span style="color:#000000;"><br></span></span></span>
<div><span>phone (String),<br>description (String),<br></span></div>
<div><span>username (String) (if not passed it will contain passed email by default),</span></div>
<div><span>country (String) (iso2 format) (for example "UA" - Ukraine) (country can be defined by phone),<br>website (String),</span><span></span></div>
<div><span>tags (String) (if you need tags more then 1 you have to divide it with "," for example "tag1,tag2")</span></div>
<div><span></span></div>
<h4><span>Custom fields:</span></h4>
<div><span>You can also use Custom fields as optional parameters</span></div>
<div><span>To do so - just add key-value pair to your POST data, where Custom field <strong>slug</strong> is the key and your data - is the value</span></div>
<div><span><img src="https://crm.podcator.com/media/public/cf_slug_2023-07-28_20-08.jpeg" width="595" height="166" alt=""></span></div>
<div><br><span></span></div>
<span></span></div>
<div><span></span></div>
<div><span><br><span style="background-color:#ff6600;"><strong>REGISTER method</strong></span> -> client will fill your form -> your form will POST to <strong>https://{{crm_system.com}}/nanza/webhooks/register </strong>-><strong><br></strong><strong>client will be automatically redirected to the platform after sign up to CRM as lead and to platform as Client.</strong><br><br></span></div>
<div><br><strong>PHP EXAMPLE:</strong><br><br>
<div>
<div><span><?php</span></div>
<br>
<div><span>$curl</span><span> = curl_init();</span></div>
<br>
<div><span>curl_setopt_array(</span><span>$curl</span><span>, </span><span>array</span><span>(</span></div>
<div><span>  CURLOPT_URL => </span><span>'https://{{crm_system.com}}/nanza/webhooks/register'</span><span>,</span></div>
<div><span>  CURLOPT_RETURNTRANSFER => </span><span>true</span><span>,</span></div>
<div><span>  CURLOPT_ENCODING => </span><span>''</span><span>,</span></div>
<div><span>  CURLOPT_MAXREDIRS => </span><span>10</span><span>,</span></div>
<div><span>  CURLOPT_TIMEOUT => </span><span>0</span><span>,</span></div>
<div><span>  CURLOPT_FOLLOWLOCATION => </span><span>true</span><span>,</span></div>
<div><span>  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,</span></div>
<div><span>  CURLOPT_CUSTOMREQUEST => </span><span>'POST'</span><span>,</span></div>
<div><span>  CURLOPT_POSTFIELDS => </span><span>'username=user%40email.com&source_id=19&email=user%40email.com&name=USER_FULL_NAME&password=USER_PASSWORD'</span><span>,</span></div>
<div><span>  CURLOPT_HTTPHEADER => </span><span>array</span><span>(</span></div>
<div><span>    </span><span>'authtoken: eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1c2VyIjoiZ2FwdHJhZGVfYWZmMSIsIm5hbWUiOiJHYXBUcmFkZSIsIkFQSV9USU1FIjoxNjM5NTcyMzk1fQ.mdTZhumtFzVGgPkYZ6GAiGfKvu1ekmYOt23DWZUTWv8'</span><span>,</span></div>
<div><span>    </span><span>'Content-Type: application/x-www-form-urlencoded'</span></div>
<div><span>  ),</span></div>
<div><span>));</span></div>
<br>
<div><span>$response</span><span> = curl_exec(</span><span>$curl</span><span>);</span></div>
<br>
<div><span>curl_close(</span><span>$curl</span><span>);</span></div>
<div><span>echo</span><span> </span><span>$response</span><span>;</span></div>
</div>
?><br><br><strong>CURL EXAMPLE:<br></strong><br>
<div>
<div><span>curl --location --request POST </span><span>'https://{{crm_system.com}}/nanza/webhooks/register'</span><span> </span></div>
<div><span>--header </span><span>'authtoken: eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJ1c2VyIjoiZ2FwdHJhZGVfYWZmMSIsIm5hbWUiOiJHYXBUcmFkZSIsIkFQSV9USU1FIjoxNjM5NTcyMzk1fQ.mdTZhumtFzVGgPkYZ6GAiGfKvu1ekmYOt23DWZUTWv8'</span><span> </span></div>
<div><span>--header </span><span>'Content-Type: application/x-www-form-urlencoded'</span><span> </span></div>
<div><span>--data-urlencode </span><span>'username=user@email.com'</span><span> </span></div>
<div><span>--data-urlencode </span><span>'source_id=19'</span><span> </span></div>
<div><span>--data-urlencode </span><span>'email=user@email.com'</span><span> </span></div>
<div><span>--data-urlencode </span><span>'name=USER_FULL_NAME'</span><span> </span></div>
<div><span>--data-urlencode </span><span><span><span>'password=USER PASSWORD'<br><br><br><strong>Response:<br></strong></span></span></span>
<div>{<br>    "success":"test@test.com had been successfully<br>    registered",<br>    "autologin_link":"http://app.cn.loc/app/modules/nz-user/src/actions/get_login.php?token=cng4TzU1aU0zZmJ1d2dTMXlvZ1RvZz09",<br>    "lead_id":25105<br>}</div>
<span><span><strong><br></strong></span></span>
<div>
<div><span>{"error":"Lead with email test@gmail.com already exists!"}</span></div>
</div>
<span><strong><br></strong></span></div>
</div>
<span></span></div>
[active_article] => 1
[articlegroup] => 1
[articleid] => 8
[staff_article] => 0
[datecreated] => 2022-01-26 10:52:51
)
[8] => Array
(
[slug] => lead-country-list-json-format
[subject] => Lead - Country List JSON Format [code]
[description] => <pre class="language-markup"><code>[
{
"country_id": 1,
"iso2": "AF",
"short_name": "Afghanistan",
"calling_code": 93
},
{
"country_id": 2,
"iso2": "AX",
"short_name": "Aland Islands",
"calling_code": 358
},
{
"country_id": 3,
"iso2": "AL",
"short_name": "Albania",
"calling_code": 355
},
{
"country_id": 4,
"iso2": "DZ",
"short_name": "Algeria",
"calling_code": 213
},
{
"country_id": 5,
"iso2": "AS",
"short_name": "American Samoa",
"calling_code": "1+684"
},
{
"country_id": 6,
"iso2": "AD",
"short_name": "Andorra",
"calling_code": 376
},
{
"country_id": 7,
"iso2": "AO",
"short_name": "Angola",
"calling_code": 244
},
{
"country_id": 8,
"iso2": "AI",
"short_name": "Anguilla",
"calling_code": "1+264"
},
{
"country_id": 9,
"iso2": "AQ",
"short_name": "Antarctica",
"calling_code": 672
},
{
"country_id": 10,
"iso2": "AG",
"short_name": "Antigua and Barbuda",
"calling_code": "1+268"
},
{
"country_id": 11,
"iso2": "AR",
"short_name": "Argentina",
"calling_code": 54
},
{
"country_id": 12,
"iso2": "AM",
"short_name": "Armenia",
"calling_code": 374
},
{
"country_id": 13,
"iso2": "AW",
"short_name": "Aruba",
"calling_code": 297
},
{
"country_id": 14,
"iso2": "AU",
"short_name": "Australia",
"calling_code": 61
},
{
"country_id": 15,
"iso2": "AT",
"short_name": "Austria",
"calling_code": 43
},
{
"country_id": 16,
"iso2": "AZ",
"short_name": "Azerbaijan",
"calling_code": 994
},
{
"country_id": 17,
"iso2": "BS",
"short_name": "Bahamas",
"calling_code": "1+242"
},
{
"country_id": 18,
"iso2": "BH",
"short_name": "Bahrain",
"calling_code": 973
},
{
"country_id": 19,
"iso2": "BD",
"short_name": "Bangladesh",
"calling_code": 880
},
{
"country_id": 20,
"iso2": "BB",
"short_name": "Barbados",
"calling_code": "1+246"
},
{
"country_id": 21,
"iso2": "BY",
"short_name": "Belarus",
"calling_code": 375
},
{
"country_id": 22,
"iso2": "BE",
"short_name": "Belgium",
"calling_code": 32
},
{
"country_id": 23,
"iso2": "BZ",
"short_name": "Belize",
"calling_code": 501
},
{
"country_id": 24,
"iso2": "BJ",
"short_name": "Benin",
"calling_code": 229
},
{
"country_id": 25,
"iso2": "BM",
"short_name": "Bermuda",
"calling_code": "1+441"
},
{
"country_id": 26,
"iso2": "BT",
"short_name": "Bhutan",
"calling_code": 975
},
{
"country_id": 27,
"iso2": "BO",
"short_name": "Bolivia",
"calling_code": 591
},
{
"country_id": 28,
"iso2": "BQ",
"short_name": "Bonaire, Sint Eustatius and Saba",
"calling_code": 599
},
{
"country_id": 29,
"iso2": "BA",
"short_name": "Bosnia and Herzegovina",
"calling_code": 387
},
{
"country_id": 30,
"iso2": "BW",
"short_name": "Botswana",
"calling_code": 267
},
{
"country_id": 31,
"iso2": "BV",
"short_name": "Bouvet Island",
"calling_code": "NONE"
},
{
"country_id": 32,
"iso2": "BR",
"short_name": "Brazil",
"calling_code": 55
},
{
"country_id": 33,
"iso2": "IO",
"short_name": "British Indian Ocean Territory",
"calling_code": 246
},
{
"country_id": 34,
"iso2": "BN",
"short_name": "Brunei",
"calling_code": 673
},
{
"country_id": 35,
"iso2": "BG",
"short_name": "Bulgaria",
"calling_code": 359
},
{
"country_id": 36,
"iso2": "BF",
"short_name": "Burkina Faso",
"calling_code": 226
},
{
"country_id": 37,
"iso2": "BI",
"short_name": "Burundi",
"calling_code": 257
},
{
"country_id": 38,
"iso2": "KH",
"short_name": "Cambodia",
"calling_code": 855
},
{
"country_id": 39,
"iso2": "CM",
"short_name": "Cameroon",
"calling_code": 237
},
{
"country_id": 40,
"iso2": "CA",
"short_name": "Canada",
"calling_code": 1
},
{
"country_id": 41,
"iso2": "CV",
"short_name": "Cape Verde",
"calling_code": 238
},
{
"country_id": 42,
"iso2": "KY",
"short_name": "Cayman Islands",
"calling_code": "1+345"
},
{
"country_id": 43,
"iso2": "CF",
"short_name": "Central African Republic",
"calling_code": 236
},
{
"country_id": 44,
"iso2": "TD",
"short_name": "Chad",
"calling_code": 235
},
{
"country_id": 45,
"iso2": "CL",
"short_name": "Chile",
"calling_code": 56
},
{
"country_id": 46,
"iso2": "CN",
"short_name": "China",
"calling_code": 86
},
{
"country_id": 47,
"iso2": "CX",
"short_name": "Christmas Island",
"calling_code": 61
},
{
"country_id": 48,
"iso2": "CC",
"short_name": "Cocos (Keeling) Islands",
"calling_code": 61
},
{
"country_id": 49,
"iso2": "CO",
"short_name": "Colombia",
"calling_code": 57
},
{
"country_id": 50,
"iso2": "KM",
"short_name": "Comoros",
"calling_code": 269
},
{
"country_id": 51,
"iso2": "CG",
"short_name": "Congo",
"calling_code": 242
},
{
"country_id": 52,
"iso2": "CK",
"short_name": "Cook Islands",
"calling_code": 682
},
{
"country_id": 53,
"iso2": "CR",
"short_name": "Costa Rica",
"calling_code": 506
},
{
"country_id": 54,
"iso2": "CI",
"short_name": "Cote d'ivoire (Ivory Coast)",
"calling_code": 225
},
{
"country_id": 55,
"iso2": "HR",
"short_name": "Croatia",
"calling_code": 385
},
{
"country_id": 56,
"iso2": "CU",
"short_name": "Cuba",
"calling_code": 53
},
{
"country_id": 57,
"iso2": "CW",
"short_name": "Curacao",
"calling_code": 599
},
{
"country_id": 58,
"iso2": "CY",
"short_name": "Cyprus",
"calling_code": 357
},
{
"country_id": 59,
"iso2": "CZ",
"short_name": "Czech Republic",
"calling_code": 420
},
{
"country_id": 60,
"iso2": "CD",
"short_name": "Democratic Republic of the Congo",
"calling_code": 243
},
{
"country_id": 61,
"iso2": "DK",
"short_name": "Denmark",
"calling_code": 45
},
{
"country_id": 62,
"iso2": "DJ",
"short_name": "Djibouti",
"calling_code": 253
},
{
"country_id": 63,
"iso2": "DM",
"short_name": "Dominica",
"calling_code": "1+767"
},
{
"country_id": 64,
"iso2": "DO",
"short_name": "Dominican Republic",
"calling_code": "1+809, 8"
},
{
"country_id": 65,
"iso2": "EC",
"short_name": "Ecuador",
"calling_code": 593
},
{
"country_id": 66,
"iso2": "EG",
"short_name": "Egypt",
"calling_code": 20
},
{
"country_id": 67,
"iso2": "SV",
"short_name": "El Salvador",
"calling_code": 503
},
{
"country_id": 68,
"iso2": "GQ",
"short_name": "Equatorial Guinea",
"calling_code": 240
},
{
"country_id": 69,
"iso2": "ER",
"short_name": "Eritrea",
"calling_code": 291
},
{
"country_id": 70,
"iso2": "EE",
"short_name": "Estonia",
"calling_code": 372
},
{
"country_id": 71,
"iso2": "ET",
"short_name": "Ethiopia",
"calling_code": 251
},
{
"country_id": 72,
"iso2": "FK",
"short_name": "Falkland Islands (Malvinas)",
"calling_code": 500
},
{
"country_id": 73,
"iso2": "FO",
"short_name": "Faroe Islands",
"calling_code": 298
},
{
"country_id": 74,
"iso2": "FJ",
"short_name": "Fiji",
"calling_code": 679
},
{
"country_id": 75,
"iso2": "FI",
"short_name": "Finland",
"calling_code": 358
},
{
"country_id": 76,
"iso2": "FR",
"short_name": "France",
"calling_code": 33
},
{
"country_id": 77,
"iso2": "GF",
"short_name": "French Guiana",
"calling_code": 594
},
{
"country_id": 78,
"iso2": "PF",
"short_name": "French Polynesia",
"calling_code": 689
},
{
"country_id": 79,
"iso2": "TF",
"short_name": "French Southern Territories",
"calling_code": ""
},
{
"country_id": 80,
"iso2": "GA",
"short_name": "Gabon",
"calling_code": 241
},
{
"country_id": 81,
"iso2": "GM",
"short_name": "Gambia",
"calling_code": 220
},
{
"country_id": 82,
"iso2": "GE",
"short_name": "Georgia",
"calling_code": 995
},
{
"country_id": 83,
"iso2": "DE",
"short_name": "Germany",
"calling_code": 49
},
{
"country_id": 84,
"iso2": "GH",
"short_name": "Ghana",
"calling_code": 233
},
{
"country_id": 85,
"iso2": "GI",
"short_name": "Gibraltar",
"calling_code": 350
},
{
"country_id": 86,
"iso2": "GR",
"short_name": "Greece",
"calling_code": 30
},
{
"country_id": 87,
"iso2": "GL",
"short_name": "Greenland",
"calling_code": 299
},
{
"country_id": 88,
"iso2": "GD",
"short_name": "Grenada",
"calling_code": "1+473"
},
{
"country_id": 89,
"iso2": "GP",
"short_name": "Guadaloupe",
"calling_code": 590
},
{
"country_id": 90,
"iso2": "GU",
"short_name": "Guam",
"calling_code": "1+671"
},
{
"country_id": 91,
"iso2": "GT",
"short_name": "Guatemala",
"calling_code": 502
},
{
"country_id": 92,
"iso2": "GG",
"short_name": "Guernsey",
"calling_code": 44
},
{
"country_id": 93,
"iso2": "GN",
"short_name": "Guinea",
"calling_code": 224
},
{
"country_id": 94,
"iso2": "GW",
"short_name": "Guinea-Bissau",
"calling_code": 245
},
{
"country_id": 95,
"iso2": "GY",
"short_name": "Guyana",
"calling_code": 592
},
{
"country_id": 96,
"iso2": "HT",
"short_name": "Haiti",
"calling_code": 509
},
{
"country_id": 97,
"iso2": "HM",
"short_name": "Heard Island and McDonald Islands",
"calling_code": "NONE"
},
{
"country_id": 98,
"iso2": "HN",
"short_name": "Honduras",
"calling_code": 504
},
{
"country_id": 99,
"iso2": "HK",
"short_name": "Hong Kong",
"calling_code": 852
},
{
"country_id": 100,
"iso2": "HU",
"short_name": "Hungary",
"calling_code": 36
},
{
"country_id": 101,
"iso2": "IS",
"short_name": "Iceland",
"calling_code": 354
},
{
"country_id": 102,
"iso2": "IN",
"short_name": "India",
"calling_code": 91
},
{
"country_id": 103,
"iso2": "ID",
"short_name": "Indonesia",
"calling_code": 62
},
{
"country_id": 104,
"iso2": "IR",
"short_name": "Iran",
"calling_code": 98
},
{
"country_id": 105,
"iso2": "IQ",
"short_name": "Iraq",
"calling_code": 964
},
{
"country_id": 106,
"iso2": "IE",
"short_name": "Ireland",
"calling_code": 353
},
{
"country_id": 107,
"iso2": "IM",
"short_name": "Isle of Man",
"calling_code": 44
},
{
"country_id": 108,
"iso2": "IL",
"short_name": "Israel",
"calling_code": 972
},
{
"country_id": 109,
"iso2": "IT",
"short_name": "Italy",
"calling_code": 39
},
{
"country_id": 110,
"iso2": "JM",
"short_name": "Jamaica",
"calling_code": "1+876"
},
{
"country_id": 111,
"iso2": "JP",
"short_name": "Japan",
"calling_code": 81
},
{
"country_id": 112,
"iso2": "JE",
"short_name": "Jersey",
"calling_code": 44
},
{
"country_id": 113,
"iso2": "JO",
"short_name": "Jordan",
"calling_code": 962
},
{
"country_id": 114,
"iso2": "KZ",
"short_name": "Kazakhstan",
"calling_code": 7
},
{
"country_id": 115,
"iso2": "KE",
"short_name": "Kenya",
"calling_code": 254
},
{
"country_id": 116,
"iso2": "KI",
"short_name": "Kiribati",
"calling_code": 686
},
{
"country_id": 117,
"iso2": "XK",
"short_name": "Kosovo",
"calling_code": 381
},
{
"country_id": 118,
"iso2": "KW",
"short_name": "Kuwait",
"calling_code": 965
},
{
"country_id": 119,
"iso2": "KG",
"short_name": "Kyrgyzstan",
"calling_code": 996
},
{
"country_id": 120,
"iso2": "LA",
"short_name": "Laos",
"calling_code": 856
},
{
"country_id": 121,
"iso2": "LV",
"short_name": "Latvia",
"calling_code": 371
},
{
"country_id": 122,
"iso2": "LB",
"short_name": "Lebanon",
"calling_code": 961
},
{
"country_id": 123,
"iso2": "LS",
"short_name": "Lesotho",
"calling_code": 266
},
{
"country_id": 124,
"iso2": "LR",
"short_name": "Liberia",
"calling_code": 231
},
{
"country_id": 125,
"iso2": "LY",
"short_name": "Libya",
"calling_code": 218
},
{
"country_id": 126,
"iso2": "LI",
"short_name": "Liechtenstein",
"calling_code": 423
},
{
"country_id": 127,
"iso2": "LT",
"short_name": "Lithuania",
"calling_code": 370
},
{
"country_id": 128,
"iso2": "LU",
"short_name": "Luxembourg",
"calling_code": 352
},
{
"country_id": 129,
"iso2": "MO",
"short_name": "Macao",
"calling_code": 853
},
{
"country_id": 130,
"iso2": "MK",
"short_name": "North Macedonia",
"calling_code": 389
},
{
"country_id": 131,
"iso2": "MG",
"short_name": "Madagascar",
"calling_code": 261
},
{
"country_id": 132,
"iso2": "MW",
"short_name": "Malawi",
"calling_code": 265
},
{
"country_id": 133,
"iso2": "MY",
"short_name": "Malaysia",
"calling_code": 60
},
{
"country_id": 134,
"iso2": "MV",
"short_name": "Maldives",
"calling_code": 960
},
{
"country_id": 135,
"iso2": "ML",
"short_name": "Mali",
"calling_code": 223
},
{
"country_id": 136,
"iso2": "MT",
"short_name": "Malta",
"calling_code": 356
},
{
"country_id": 137,
"iso2": "MH",
"short_name": "Marshall Islands",
"calling_code": 692
},
{
"country_id": 138,
"iso2": "MQ",
"short_name": "Martinique",
"calling_code": 596
},
{
"country_id": 139,
"iso2": "MR",
"short_name": "Mauritania",
"calling_code": 222
},
{
"country_id": 140,
"iso2": "MU",
"short_name": "Mauritius",
"calling_code": 230
},
{
"country_id": 141,
"iso2": "YT",
"short_name": "Mayotte",
"calling_code": 262
},
{
"country_id": 142,
"iso2": "MX",
"short_name": "Mexico",
"calling_code": 52
},
{
"country_id": 143,
"iso2": "FM",
"short_name": "Micronesia",
"calling_code": 691
},
{
"country_id": 144,
"iso2": "MD",
"short_name": "Moldava",
"calling_code": 373
},
{
"country_id": 145,
"iso2": "MC",
"short_name": "Monaco",
"calling_code": 377
},
{
"country_id": 146,
"iso2": "MN",
"short_name": "Mongolia",
"calling_code": 976
},
{
"country_id": 147,
"iso2": "ME",
"short_name": "Montenegro",
"calling_code": 382
},
{
"country_id": 148,
"iso2": "MS",
"short_name": "Montserrat",
"calling_code": "1+664"
},
{
"country_id": 149,
"iso2": "MA",
"short_name": "Morocco",
"calling_code": 212
},
{
"country_id": 150,
"iso2": "MZ",
"short_name": "Mozambique",
"calling_code": 258
},
{
"country_id": 151,
"iso2": "MM",
"short_name": "Myanmar (Burma)",
"calling_code": 95
},
{
"country_id": 152,
"iso2": "NA",
"short_name": "Namibia",
"calling_code": 264
},
{
"country_id": 153,
"iso2": "NR",
"short_name": "Nauru",
"calling_code": 674
},
{
"country_id": 154,
"iso2": "NP",
"short_name": "Nepal",
"calling_code": 977
},
{
"country_id": 155,
"iso2": "NL",
"short_name": "Netherlands",
"calling_code": 31
},
{
"country_id": 156,
"iso2": "NC",
"short_name": "New Caledonia",
"calling_code": 687
},
{
"country_id": 157,
"iso2": "NZ",
"short_name": "New Zealand",
"calling_code": 64
},
{
"country_id": 158,
"iso2": "NI",
"short_name": "Nicaragua",
"calling_code": 505
},
{
"country_id": 159,
"iso2": "NE",
"short_name": "Niger",
"calling_code": 227
},
{
"country_id": 160,
"iso2": "NG",
"short_name": "Nigeria",
"calling_code": 234
},
{
"country_id": 161,
"iso2": "NU",
"short_name": "Niue",
"calling_code": 683
},
{
"country_id": 162,
"iso2": "NF",
"short_name": "Norfolk Island",
"calling_code": 672
},
{
"country_id": 163,
"iso2": "KP",
"short_name": "North Korea",
"calling_code": 850
},
{
"country_id": 164,
"iso2": "MP",
"short_name": "Northern Mariana Islands",
"calling_code": "1+670"
},
{
"country_id": 165,
"iso2": "NO",
"short_name": "Norway",
"calling_code": 47
},
{
"country_id": 166,
"iso2": "OM",
"short_name": "Oman",
"calling_code": 968
},
{
"country_id": 167,
"iso2": "PK",
"short_name": "Pakistan",
"calling_code": 92
},
{
"country_id": 168,
"iso2": "PW",
"short_name": "Palau",
"calling_code": 680
},
{
"country_id": 169,
"iso2": "PS",
"short_name": "Palestine",
"calling_code": 970
},
{
"country_id": 170,
"iso2": "PA",
"short_name": "Panama",
"calling_code": 507
},
{
"country_id": 171,
"iso2": "PG",
"short_name": "Papua New Guinea",
"calling_code": 675
},
{
"country_id": 172,
"iso2": "PY",
"short_name": "Paraguay",
"calling_code": 595
},
{
"country_id": 173,
"iso2": "PE",
"short_name": "Peru",
"calling_code": 51
},
{
"country_id": 174,
"iso2": "PH",
"short_name": "Philippines",
"calling_code": 63
},
{
"country_id": 175,
"iso2": "PN",
"short_name": "Pitcairn",
"calling_code": "NONE"
},
{
"country_id": 176,
"iso2": "PL",
"short_name": "Poland",
"calling_code": 48
},
{
"country_id": 177,
"iso2": "PT",
"short_name": "Portugal",
"calling_code": 351
},
{
"country_id": 178,
"iso2": "PR",
"short_name": "Puerto Rico",
"calling_code": "1+939"
},
{
"country_id": 179,
"iso2": "QA",
"short_name": "Qatar",
"calling_code": 974
},
{
"country_id": 180,
"iso2": "RE",
"short_name": "Reunion",
"calling_code": 262
},
{
"country_id": 181,
"iso2": "RO",
"short_name": "Romania",
"calling_code": 40
},
{
"country_id": 182,
"iso2": "RU",
"short_name": "Russia",
"calling_code": 7
},
{
"country_id": 183,
"iso2": "RW",
"short_name": "Rwanda",
"calling_code": 250
},
{
"country_id": 184,
"iso2": "BL",
"short_name": "Saint Barthelemy",
"calling_code": 590
},
{
"country_id": 185,
"iso2": "SH",
"short_name": "Saint Helena",
"calling_code": 290
},
{
"country_id": 186,
"iso2": "KN",
"short_name": "Saint Kitts and Nevis",
"calling_code": "1+869"
},
{
"country_id": 187,
"iso2": "LC",
"short_name": "Saint Lucia",
"calling_code": "1+758"
},
{
"country_id": 188,
"iso2": "MF",
"short_name": "Saint Martin",
"calling_code": 590
},
{
"country_id": 189,
"iso2": "PM",
"short_name": "Saint Pierre and Miquelon",
"calling_code": 508
},
{
"country_id": 190,
"iso2": "VC",
"short_name": "Saint Vincent and the Grenadines",
"calling_code": "1+784"
},
{
"country_id": 191,
"iso2": "WS",
"short_name": "Samoa",
"calling_code": 685
},
{
"country_id": 192,
"iso2": "SM",
"short_name": "San Marino",
"calling_code": 378
},
{
"country_id": 193,
"iso2": "ST",
"short_name": "Sao Tome and Principe",
"calling_code": 239
},
{
"country_id": 194,
"iso2": "SA",
"short_name": "Saudi Arabia",
"calling_code": 966
},
{
"country_id": 195,
"iso2": "SN",
"short_name": "Senegal",
"calling_code": 221
},
{
"country_id": 196,
"iso2": "RS",
"short_name": "Serbia",
"calling_code": 381
},
{
"country_id": 197,
"iso2": "SC",
"short_name": "Seychelles",
"calling_code": 248
},
{
"country_id": 198,
"iso2": "SL",
"short_name": "Sierra Leone",
"calling_code": 232
},
{
"country_id": 199,
"iso2": "SG",
"short_name": "Singapore",
"calling_code": 65
},
{
"country_id": 200,
"iso2": "SX",
"short_name": "Sint Maarten",
"calling_code": "1+721"
},
{
"country_id": 201,
"iso2": "SK",
"short_name": "Slovakia",
"calling_code": 421
},
{
"country_id": 202,
"iso2": "SI",
"short_name": "Slovenia",
"calling_code": 386
},
{
"country_id": 203,
"iso2": "SB",
"short_name": "Solomon Islands",
"calling_code": 677
},
{
"country_id": 204,
"iso2": "SO",
"short_name": "Somalia",
"calling_code": 252
},
{
"country_id": 205,
"iso2": "ZA",
"short_name": "South Africa",
"calling_code": 27
},
{
"country_id": 206,
"iso2": "GS",
"short_name": "South Georgia and the South Sandwich Islands",
"calling_code": 500
},
{
"country_id": 207,
"iso2": "KR",
"short_name": "South Korea",
"calling_code": 82
},
{
"country_id": 208,
"iso2": "SS",
"short_name": "South Sudan",
"calling_code": 211
},
{
"country_id": 209,
"iso2": "ES",
"short_name": "Spain",
"calling_code": 34
},
{
"country_id": 210,
"iso2": "LK",
"short_name": "Sri Lanka",
"calling_code": 94
},
{
"country_id": 211,
"iso2": "SD",
"short_name": "Sudan",
"calling_code": 249
},
{
"country_id": 212,
"iso2": "SR",
"short_name": "Suriname",
"calling_code": 597
},
{
"country_id": 213,
"iso2": "SJ",
"short_name": "Svalbard and Jan Mayen",
"calling_code": 47
},
{
"country_id": 214,
"iso2": "SZ",
"short_name": "Swaziland",
"calling_code": 268
},
{
"country_id": 215,
"iso2": "SE",
"short_name": "Sweden",
"calling_code": 46
},
{
"country_id": 216,
"iso2": "CH",
"short_name": "Switzerland",
"calling_code": 41
},
{
"country_id": 217,
"iso2": "SY",
"short_name": "Syria",
"calling_code": 963
},
{
"country_id": 218,
"iso2": "TW",
"short_name": "Taiwan",
"calling_code": 886
},
{
"country_id": 219,
"iso2": "TJ",
"short_name": "Tajikistan",
"calling_code": 992
},
{
"country_id": 220,
"iso2": "TZ",
"short_name": "Tanzania",
"calling_code": 255
},
{
"country_id": 221,
"iso2": "TH",
"short_name": "Thailand",
"calling_code": 66
},
{
"country_id": 222,
"iso2": "TL",
"short_name": "Timor-Leste (East Timor)",
"calling_code": 670
},
{
"country_id": 223,
"iso2": "TG",
"short_name": "Togo",
"calling_code": 228
},
{
"country_id": 224,
"iso2": "TK",
"short_name": "Tokelau",
"calling_code": 690
},
{
"country_id": 225,
"iso2": "TO",
"short_name": "Tonga",
"calling_code": 676
},
{
"country_id": 226,
"iso2": "TT",
"short_name": "Trinidad and Tobago",
"calling_code": "1+868"
},
{
"country_id": 227,
"iso2": "TN",
"short_name": "Tunisia",
"calling_code": 216
},
{
"country_id": 228,
"iso2": "TR",
"short_name": "Turkey",
"calling_code": 90
},
{
"country_id": 229,
"iso2": "TM",
"short_name": "Turkmenistan",
"calling_code": 993
},
{
"country_id": 230,
"iso2": "TC",
"short_name": "Turks and Caicos Islands",
"calling_code": "1+649"
},
{
"country_id": 231,
"iso2": "TV",
"short_name": "Tuvalu",
"calling_code": 688
},
{
"country_id": 232,
"iso2": "UG",
"short_name": "Uganda",
"calling_code": 256
},
{
"country_id": 233,
"iso2": "UA",
"short_name": "Ukraine",
"calling_code": 380
},
{
"country_id": 234,
"iso2": "AE",
"short_name": "United Arab Emirates",
"calling_code": 971
},
{
"country_id": 235,
"iso2": "GB",
"short_name": "United Kingdom",
"calling_code": 44
},
{
"country_id": 236,
"iso2": "US",
"short_name": "United States",
"calling_code": 1
},
{
"country_id": 237,
"iso2": "UM",
"short_name": "United States Minor Outlying Islands",
"calling_code": "NONE"
},
{
"country_id": 238,
"iso2": "UY",
"short_name": "Uruguay",
"calling_code": 598
},
{
"country_id": 239,
"iso2": "UZ",
"short_name": "Uzbekistan",
"calling_code": 998
},
{
"country_id": 240,
"iso2": "VU",
"short_name": "Vanuatu",
"calling_code": 678
},
{
"country_id": 241,
"iso2": "VA",
"short_name": "Vatican City",
"calling_code": 39
},
{
"country_id": 242,
"iso2": "VE",
"short_name": "Venezuela",
"calling_code": 58
},
{
"country_id": 243,
"iso2": "VN",
"short_name": "Vietnam",
"calling_code": 84
},
{
"country_id": 244,
"iso2": "VG",
"short_name": "Virgin Islands, British",
"calling_code": "1+284"
},
{
"country_id": 245,
"iso2": "VI",
"short_name": "Virgin Islands, US",
"calling_code": "1+340"
},
{
"country_id": 246,
"iso2": "WF",
"short_name": "Wallis and Futuna",
"calling_code": 681
},
{
"country_id": 247,
"iso2": "EH",
"short_name": "Western Sahara",
"calling_code": 212
},
{
"country_id": 248,
"iso2": "YE",
"short_name": "Yemen",
"calling_code": 967
},
{
"country_id": 249,
"iso2": "ZM",
"short_name": "Zambia",
"calling_code": 260
},
{
"country_id": 250,
"iso2": "ZW",
"short_name": "Zimbabwe",
"calling_code": 263
}
]</code></pre>
[active_article] => 1
[articlegroup] => 1
[articleid] => 9
[staff_article] => 0
[datecreated] => 2022-01-26 12:25:59
)
[9] => Array
(
[slug] => get-ftd-leads
[subject] => GET FTD Leads [code]
[description] => <p><span class="type type__get">GET</span><span></span></p>
<pre class="language-markup"><code>api/leads/deposits</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code"><span>authtoken</span></td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<h2><br>Success 200</h2>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#success-examples-Lead-GetLead-0_0_0-0">Success-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-markup"><code>HTTP/1.1 200 OK
[
{
"id": "5090",
"hash": "3ba748b5d1884c177b36c2c2ffec51b8-5fb749ef7ce554bb8090eb83d105b882",
"name": "test testov",
"title": "",
"company": "",
"description": "",
"country": "0",
"zip": "",
"city": "",
"state": "",
"address": "",
"assigned": "0",
"dateadded": "2022-02-09 11:52:31",
"from_form_id": "0",
"status": "1",
"source": "10",
"lastcontact": "2022-02-09 11:52:31",
"dateassigned": null,
"last_status_change": null,
"addedfrom": "0",
"email": "test@testov.com",
"website": "",
"leadorder": "1",
"phonenumber": "",
"date_converted": "2022-02-09 12:16:57",
"lost": "0",
"junk": "0",
"last_lead_status": "0",
"is_imported_from_email_integration": "0",
"email_integration_uid": null,
"is_public": "0",
"default_language": "",
"client_id": "0",
"converted_by_lead_manager": "0",
"lead_value": null,
"lm_follow_up": "0"
}
]</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>No data were found.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#error-examples-Lead-GetLead-0_0_0-0">Error-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "No data were found"
}</code></pre>
</div>
</div>
[active_article] => 1
[articlegroup] => 1
[articleid] => 10
[staff_article] => 0
[datecreated] => 2022-02-09 12:57:05
)
[10] => Array
(
[slug] => get-deposited-leads-by-dates
[subject] => Get Deposited Leads by Dates [code]
[description] => <div class="col-md-8">
<div class="mtop10 tc-content kb-article-content">
<section class="show-api-group show-api-Lead-group">
<div class="show-api-article show-api-Lead-article show-api-Lead-PutLead-article">
<article><strong><span class="type type__put">GET</span></strong>
<pre class="language-markup"><code>api/leads/deposit/{from_date}/{to_date}</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">authtoken</td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<br><br>
<h2>Parameter Segments</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">from_date</td>
<td>String</td>
<td>
<p>format: 2021-01-31</p>
</td>
</tr>
<tr>
<td>to_date</td>
<td>String</td>
<td>
<p>format: 2021-01-31</p>
</td>
</tr>
</tbody>
</table>
<br><br>
<h2>Success 200</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">Lead</td>
<td>Object</td>
<td>
<p>information.</p>
</td>
</tr>
</tbody>
</table>
<div class="tab-content">
<div class="tab-pane active">
<p></p>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#success-examples-Lead-GetLeadSearch-0_0_0-0">Success-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-markup"><code>HTTP/1.1 200 OK
{
"id": "5108",
"hash": "4e2c75a010a4d88cb9b3a0c902ece4ff-551db57ec960784382b3de5b76d02c4a",
"name": "test testov",
"title": "",
"company": "",
"description": "",
"country": "0",
"zip": "",
"city": "",
"state": "",
"address": "",
"assigned": "0",
"dateadded": "2022-02-17 07:32:23",
"from_form_id": "0",
"status": "1",
"source": "10",
"lastcontact": "2022-02-17 07:32:23",
"dateassigned": null,
"last_status_change": null,
"addedfrom": "0",
"email": "newtest239856@gmail.com",
"website": "",
"leadorder": "1",
"phonenumber": null,
"date_converted": "2022-02-17 07:46:14",
"lost": "0",
"junk": "0",
"last_lead_status": "0",
"is_imported_from_email_integration": "0",
"email_integration_uid": null,
"is_public": "0",
"default_language": "",
"client_id": "0",
"converted_by_lead_manager": "0",
"lead_value": null,
"lm_follow_up": "0"
}</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>No data were found.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#error-examples-Lead-GetLeadSearch-0_0_0-0">Error-Response:</a></li>
</ul>
<pre class="language-markup"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "No Data Found."
}</code></pre>
<p></p>
<div class="pull-left">Lead statuses definition</div>
<div class="pull-left"></div>
<div class="pull-left"><a href="https://crm.podcator.com/knowledge-base/article/leads-status">Request to fetch statuses</a><br><br>Please FOLLOW "status" field from our API for updated lead statuses.<br><br><br><br></div>
</div>
</div>
</article>
</div>
</section>
</div>
</div>
[active_article] => 1
[articlegroup] => 1
[articleid] => 11
[staff_article] => 0
[datecreated] => 2022-02-17 09:35:32
)
[11] => Array
(
[slug] => leads-status
[subject] => Leads Status [code]
[description] => <p><span class="type type__get">GET</span><span></span></p>
<pre class="language-markup"><code>api/leads/statuses</code></pre>
<h2>Header</h2>
<table>
<thead>
<tr>
<th>Field</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code"><span>authtoken</span></td>
<td>String</td>
<td>
<p>Basic Access Authentication token.</p>
</td>
</tr>
</tbody>
</table>
<h2><br>Success 200</h2>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#success-examples-Lead-GetLead-0_0_0-0">Success-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-markup"><code>HTTP/1.1 200 OK
[
{
"id": "1",
"name": "FTD Success"
},
{
"id": "2",
"name": "Busy"
},
{
"id": "3",
"name": "Failed to connect"
}
]</code></pre>
</div>
</div>
<h2>Error 4xx</h2>
<table>
<thead>
<tr>
<th>Name</th>
<th>Type</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="code">status</td>
<td>Boolean</td>
<td>
<p>Request status.</p>
</td>
</tr>
<tr>
<td class="code">message</td>
<td>String</td>
<td>
<p>No data were found.</p>
</td>
</tr>
</tbody>
</table>
<ul class="nav nav-tabs nav-tabs-examples">
<li class="active"><a href="https://perfexcrm.themesic.com/apiguide/#error-examples-Lead-GetLead-0_0_0-0">Error-Response:</a></li>
</ul>
<div class="tab-content">
<div class="tab-pane active">
<pre class="language-json"><code>HTTP/1.1 404 Not Found
{
"status": false,
"message": "No data were found"
}</code></pre>
</div>
</div>
[active_article] => 1
[articlegroup] => 1
[articleid] => 12
[staff_article] => 0
[datecreated] => 2022-07-11 15:23:40
)
)
)
[1] => Array
(
[groupid] => 2
[name] => Basics
[group_slug] => basics
[description] =>
[active] => 1
[color] =>
[group_order] => 2
[articles] => Array
(
[0] => Array
(
[slug] => what-is-nanza-aggregator
[subject] => What is Nanza Aggregator
[description] => <p>Nanza Aggregator is a platform that allows you to run your crypto trading and manage your portfolio.</p>
<p>It offers features like copying other traders, market analysis, and advanced tools such as market-making, and arbitrage.</p>
<p>It connects to your crypto exchange and offers a convenient way to manage all of your exchange accounts in one place.<br><br><br></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 13
[staff_article] => 0
[datecreated] => 2023-03-30 12:49:46
)
[1] => Array
(
[slug] => get-started-with-nanza
[subject] => Get Started with Nanza
[description] => <p>In this article, we'll explain how you can start with Nanza.<br>We'll cover everything you need to know to give you a jumpstart as a fresh new trader on Nanza!<br><br></p>
<h2>Prerequisites</h2>
<p>Before you begin, ensure that you have the following prerequisites:</p>
<ul>
<li>Good energy to start with Nanza</li>
</ul>
<h2><a class="anchor enhancedAnchor_2LWZ"></a>Getting started as a new user with the "New User Experience".</h2>
<p><strong>1. Create your account: register for a free account</strong></p>
<p>You only need a username, email address, and a strong password.</p>
<p>You can also use your social media logins (Google, Meta, or Apple) to register.</p>
<p>Subscribe to our newsletter so you receive market analysis, expert opinions, and trading tips directly in your inbox.<br><br></p>
<p><strong>2. Set up your accounts<br></strong></p>
<p>When you log in for the first time, we will assist you with setting up your first account.<br><br></p>
<p><strong>4. Connect an exchange</strong></p>
<p>To start automated trading with Nanza, you need an exchange account. Sign up at your preferred exchange or select the exchange you currently use to trade. Your funds will always remain on the exchange.</p>
<p>Tip: If you don't have an exchange account yet or wish to explore the Nanza platform without connecting an exchange, you can select 'Practice funds' in the next step.</p>
<p><strong>5. API Keys or simulated funds</strong></p>
<p>To set up a connection between Nanza and your exchange you will need to enter your API keys.<br>You can find detailed instructions per exchange<span> </span><a href="https://docs.cryptohopper.com/docs/tutorials/" target="_blank" rel="noreferrer noopener">here</a>.</p>
<p>You can explore the Nanza platform without connecting to an exchange, by selecting 'Practice funds'. In that case, we will create a simulated bot with a trading balance for you.</p>
<p><strong>6. Select a quote currency</strong></p>
<p>Your quote currency is used to buy coins. Sold positions will be automatically converted into your selected quote currency. You can choose from a range of quote currencies. If you're new to trading, we recommend using a stablecoin such as USDT or EUR.</p>
<p>Tip: if you wish to use another quote currency than shown in the drop-down, you can switch later after the initial setup of your bot.</p>
<p><strong>7. Configure your bot</strong></p>
<p>There are two ways to configure your bot:</p>
<ol>
<li>Follow signals. Simplify your trading by using signals from a third-party analyst. This is a great option for beginners or those looking for a quick and easy setup.</li>
<li>Build your bot. For experienced traders, customize your trading by implementing your own technical analysis and automating your existing strategy. This option requires initial setup and ongoing monitoring.</li>
</ol>
[active_article] => 1
[articlegroup] => 2
[articleid] => 14
[staff_article] => 0
[datecreated] => 2023-03-30 12:53:06
)
[2] => Array
(
[slug] => email-templates
[subject] => Email Templates
[description] => <article class="clearfix post-35 post type-post status-publish format-standard hentry category-setup-and-configuration category-email-config-and-templates">
<div class="entry-content">
<p>To set up email templates navigate to<span> </span><strong>Setup -> Email templates</strong> and change the content according to your needs.<br><br>You can set up a<span> </span><strong>general email signature</strong><span> </span>in<span> </span><strong>Setup-> Settings-> Email, </strong>this signature will be used on all email representing your company.</p>
<p>All email templates will be sent from the general email that is configured in<span> </span><strong>Setup->Settings->Email</strong>.</p>
<h4><strong>How multi-language for email templates is used?</strong></h4>
<ul>
<li><strong>Customer 1</strong><span> </span>have language English</li>
<li><strong>Customer </strong><strong>2</strong><span> </span>have language Dutch</li>
</ul>
<p>When an email template will be sent to<span> </span><strong>Customer </strong><strong>1</strong><span> </span>the content will be taken from<span> </span><strong>English</strong><span> </span>email template, for staff<span> </span><strong>Customer </strong><strong>2</strong><span> </span>the content will be taken from<span> </span><strong>Dutch</strong><span> </span>email template.</p>
<p>The same procedure is applied for staff members.</p>
<div class="st-alert st-alert-info">When sending<strong><span> </span>email template to lead</strong><span> </span>eq. proposal the system default language will be used.</div>
<h3><strong>What will happen if the content is empty for email template and user use this language?</strong><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/email-templates/#what-will-happen-if-the-content-is-empty-for-email-template-and-user-use-this-language"></a></h3>
<p>In case the content for the template is empty for a specific language which is not the default system language the content from the email template will be taken from the default system language setup in Setup->Settings ->Localization.</p>
<p><strong>Make sure you always populate the default system language template.</strong></p>
<p>The system will auto slide down the languages that are used over the system based on staff and customers when you navigate to edit specific email template.</p>
<h4><strong>Disabling email templates</strong></h4>
<p>Open email template and<span> </span><strong>check</strong><span> </span>the<span> </span><strong>disabled field</strong>. If the disabled field is checked this email wont be sent ever.</p>
<p>Eq. If you want to disable sending welcome email when creating contact navigate to<span> </span><strong>Setup->Email Templates</strong><span> </span>and find the template with name: <strong>New Customer Added/Registered (Welcome Email)<span> </span></strong>check the disabled checkbox and save.</p>
</div>
</article>
<section class="clearfix"></section>
[active_article] => 1
[articlegroup] => 2
[articleid] => 18
[staff_article] => 0
[datecreated] => 2023-05-18 12:05:51
)
[3] => Array
(
[slug] => setting-up-roles
[subject] => Setting up roles
[description] => <article class="clearfix post-142 post type-post status-publish format-standard hentry category-setup-and-configuration">
<div class="entry-content">
<p>Nanza CRM setup by default have only 1 role added with name Employee and with no permissions, it’s up to you to adjust the permissions for this role or create a new one.</p>
<p>To create new role navigate to<span> </span><strong>Setup->Roles,<span> </span></strong>more info about all permissions can be found by clicking<span> </span>here: <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained">Permissions Explained</a></p>
<p>Role permissions are overwritten by staff permissions. The roles permission are used as a helper to auto-populate all permissions while creating staff member.</p>
<p>Changing role permissions won’t affect the current staff members permission that using the role you are updating, when updating role you can check <strong>Update all staff members permissions that are using this role</strong><span> </span>if you want all staff members permissions that are using this role to be updated.</p>
<p>In<span> </span><strong>Setup->Settings-></strong>Misc you can configure default staff role, this will be the role selected by default when creating new staff member.</p>
<div class="st-alert st-alert-">Admin users don’t have any permissions and they have access everywhere.</div>
<p>You will be able to see when you check the Administrator field eq when creating new staff member, all the permissions will be unchecked and disabled.</p>
<p></p>
<p><strong>How to create a new role</strong></p>
<p><video width="542" height="271" style="background-image:url("https://crm.podcator.com/admin/knowledge_base/article/img/object.gif");" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/setup%20roles.webm" type="video/webm"></video></p>
<p>1. <span>Go to "Setup" at the bottom of the settings list.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. <span>Press the second option in the list on the left which says "</span>Roles". </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Roles%20CRM.png" width="250" height="177" alt=""></p>
<p>3. <span>Find the long blue button "New </span>Role" at the top of the page.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Setup%20Roles%20New%20Role%20Button%20CRM.png" width="200" height="104" alt=""><br>4. Assign the "Role Name" and tick any required boxes that the role should have permissions to do.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Add%20New%20Role%20Permissions%20CRM%20.png" width="600" height="597" alt=""></p>
<p><br>5. <span>Find and press the blue "Save" button in the right bottom corner of the page once pressed your new role will be created.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Submit%20Button%20CRM.png" width="600" height="139" alt=""></p>
</div>
</article>
<section class="clearfix"></section>
[active_article] => 1
[articlegroup] => 2
[articleid] => 19
[staff_article] => 0
[datecreated] => 2023-05-18 12:08:06
)
[4] => Array
(
[slug] => staff-permissions-explained
[subject] => Staff Permissions Explained
[description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations">
<div class="entry-content">
<h4>Invoices<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>Estimates<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>Proposals<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><strong>Expenses</strong></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>Contracts<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>Payments<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>Projects<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>Tasks<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>Customers<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>Items<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>Knowledge Base<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>Goals<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>Email Templates<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>Reports<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>Roles<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>Settings (Setup->Settings)<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>Staff<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>Surveys<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>Bulk PDF Exporter<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>Leads<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><strong>Other notes about permissions:</strong><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>
</div>
</article>
<section class="clearfix"></section>
[active_article] => 1
[articlegroup] => 2
[articleid] => 21
[staff_article] => 0
[datecreated] => 2023-06-08 09:56:32
)
[5] => Array
(
[slug] => nanza-shield
[subject] => Nanza Shield
[description] => <p><span>Nanza Shield is incredibly easy to use and can be customized to meet your specific security needs.<br>Our CRM is built on the latest security standards and is designed to provide you with complete peace of mind.</span></p>
<p><span></span></p>
<p><span>Nanza Shield provides you with advanced security features to protect your Nanza CRM from unauthorized access attempts. The "Brute Force Settings" screen allows you to configure the maximum number of failed login attempts allowed, the lockout time, and other settings to protect your CRM from brute force attacks.<br></span></p>
<p><span></span></p>
<p><span>In addition, the "Whitelist IP/User" feature allows you to add trusted IP addresses or users to bypass the lockout protection. This feature is useful when you have users or IP addresses that frequently access your Nanza CRM.</span></p>
<p><span>On the other hand, the "Blacklist IP/User" feature allows you to block suspicious or malicious IP addresses or users from accessing your CRM.<br></span></p>
<p><span></span></p>
<p><span>By using these three features together, you can strengthen the security of your Nanza CRM and protect it from unauthorized access attempts.<br>Please note that it is important to regularly review and update the entries in the Whitelist and Blacklist to maintain the security of your system. The Brute Force Settings should also be reviewed periodically and adjusted based on your specific security requirements.</span></p>
<p><span></span></p>
<p>The "Brute Force Settings" screen is where you can configure the settings related to the brute force attack protection for your <span>Nanza </span>CRM using <span>Nanza Shield</span>.</p>
<p>Brute force attacks are an attempt to gain unauthorized access to your CRM system by guessing your password through repeated login attempts.</p>
<p>On this screen, you can set up the following options:</p>
<ul>
<li>Max Retries: This is the maximum number of failed login attempts allowed before the user gets locked out of the system.</li>
<li>Lockout Time: This is the duration of the lockout period (in minutes) for the user who has reached the maximum number of failed login attempts.</li>
<li>Max Lockouts: This is the maximum number of times a user can get locked out of the system before being completely locked out.</li>
<li>Extended Lockout: This is the duration of the extended lockout period (in hours) for the user who has been locked out of the system multiple times.</li>
<li>Reset Retries: This is the duration (in hours) after which the failed login attempts counter will be reset for the user who has been locked out of the system.</li>
<li>Email Notifications: You can enable or disable email notifications for the lockout events.</li>
</ul>
<p>You can adjust these settings based on your specific security requirements. It is recommended that you set the Max Retries and Lockout Time to a reasonable value to protect your system against brute force attacks. You can also enable email notifications to stay informed about lockout events.</p>
<p>Once you have configured the settings, be sure to save the changes by clicking the "Save" button at the bottom of the screen.</p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 22
[staff_article] => 0
[datecreated] => 2023-06-25 13:11:30
)
[6] => Array
(
[slug] => trading-futures
[subject] => Trading Futures
[description] => <p><video width="735" height="500" controls><source src="https://crm.podcator.com/media/tasks/gamint/future_trade.webm" type="video/mp4">
</video></p>
<p></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 28
[staff_article] => 0
[datecreated] => 2023-10-19 14:48:49
)
[7] => Array
(
[slug] => copying-invoice
[subject] => Copying invoice
[description] => <p>1. Find the "Sales" button on the left side of the screen. Choose the "Invoices" button and click on it.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20CRM.png" width="250" height="135" alt=""></p>
<p><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>
<p style="text-align:center;"><strong>OR</strong></p>
<p>1. Find "Traders" on the left side of the settings panel. Find the user, type on "Person View".</p>
<p><img src="https://crm.podcator.com/media/website/KB/CRM/traders-%3E%20view%20per%20profile.png" width="362" height="285" alt=""></p>
<p>2. Find on the left side the "Invoices" button and press it.</p>
<p><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>
<p></p>
<p style="text-align:center;"><strong><span style="text-decoration:underline;">Common next steps for both ways above</span></strong></p>
<p>1. Choose a particular invoice and as it opens, find a button "More" on the right side of the screen and click on it.</p>
<p><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>
<p>2. Choose "Copy Invoice" in the falling list.</p>
<p><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>
<p></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 37
[staff_article] => 0
[datecreated] => 2024-02-01 14:54:52
)
[8] => Array
(
[slug] => whitelisting-members
[subject] => Whitelisting members
[description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Whitelisting%20Members%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Go to "Nanza shield" button on the left side of the settings panel. Click on "Settings".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/NanzaShield%20CRM.png" width="250" height="230" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/NanzaShield%20Settings%20CRM.png" width="250" height="118" alt=""></p>
<p>2. Find "Whitelist IP/Email settings" button and insert IP or address to the fields accordingly. After you're done, press "Add IP To Whitelist" or "Add Email to Whitelist".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Whitelist%20Email%20And%20IP%20CRM.png" width="600" height="255" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 38
[staff_article] => 0
[datecreated] => 2024-02-05 08:19:29
)
[9] => Array
(
[slug] => searching-api-for-traffic-integration
[subject] => Searching API
[description] => <p>For traffic integration<br><br>1. Go to "Setup"</p>
<p>2. "Leads"->"Sources"</p>
<p></p>
<p></p>
<p></p>
<p></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 39
[staff_article] => 0
[datecreated] => 2024-02-05 08:31:56
)
[10] => Array
(
[slug] => changing-language
[subject] => How to change languages
[description] => <p>How to change the language on the app?</p>
<p>1. Log in into podcator app: https://app.podcator.com</p>
<p>2. Go to your profile - the orange circle on the top right side of the page:<br><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Profile%20Click%20Platform.png" width="250" height="96" alt=""></p>
<p>3. Find "Language" button and choose the language.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Language%20Dropdown%20Platform.png" width="600" height="443" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 41
[staff_article] => 0
[datecreated] => 2024-02-05 11:47:22
)
[11] => Array
(
[slug] => showing-hiding-the-contact
[subject] => Showing/hiding the contact
[description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Show%20Or%20Hide%20Contact%20Final%20Compressed.mp4" type="video/mp4"></video><br>How to change the setting:</p>
<p>1. Go to "Setup" at the bottom of the settings panel on the left side of the screen.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Go to "Staff".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Staff%20CRM.png" width="250" height="176" alt=""></p>
<p>3. Find and choose the user and press "View".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Option%20In%20Staff%20CRM.png" width="400" height="371" alt=""></p>
<p>4. Go to "Permissions" at the top of the page to right of profile.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Permissons%20Button%20CRM.png" width="300" height="173" alt=""></p>
<p>5. Find the "Lead Manager" and tick/untick "Show contact" and "Submit".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Show%20Contact%20Permission%20CRM.png" width="400" height="202" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 42
[staff_article] => 0
[datecreated] => 2024-02-05 13:24:30
)
[12] => Array
(
[slug] => enabling-disabling-margin
[subject] => Enabling/disabling Margin
[description] => <p style="text-align:center;"><strong>On the Platform</strong></p>
<p>1. Go to the app. Choose "Manager" button on the left side of the screen.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="50" height="301" alt=""></p>
<p>2. Press the "Users" button on the top row.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="400" height="33" alt=""></p>
<p>3. Choose the user by pressing on the user. Inside the users profile find "Margin Trade" setting and enable or disable it by pressing on/off.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="600" height="91" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Margin%20Trade%20Option%20Platform.png" width="600" height="244" alt=""></p>
<p style="text-align:center;"><strong>On the CRM</strong></p>
<p style="text-align:left;">1. Press on the "Traders" button on the left side of the screen of the settings panel.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""></p>
<p style="text-align:left;">2. Choose the user and press "View" button.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/User%20View%20Profile%20CRM.png" width="400" height="96" alt=""></p>
<p style="text-align:left;">3. By toggling the bar, you can enable and disable the Margin acount for the particular user. </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Margin%20Trade%20Option%20CRM.png" width="600" height="217" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 43
[staff_article] => 0
[datecreated] => 2024-02-05 15:23:13
)
[13] => Array
(
[slug] => api-creds-for-new-affiliate
[subject] => API credits for new affiliate
[description] => <p>First you have to set up a new source.</p>
<p>1. Go to "Setup" on the left side of the screen in the settings panel.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Press "Leads" button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20CRM.png" alt="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20CRM.png" width="250" height="147"></p>
<p>3. Choose "Sources" out of the falling list under the "Leads". Press "New Source" button to create a new source.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Sources%20CRM.png" width="250" height="245" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Source%20Button%20CRM.png" width="150" height="60" alt=""></p>
<p>4. Fill in the columns and press "Submit".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Source%20Form%20CRM.png" width="600" height="394" alt=""></p>
<p>5. Go to the main page and choose "API" and then "API management" out of the falling list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/API%20CRM.png" width="250" height="134" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/API%20API%20Management%20CRM.png" width="350" height="170" alt=""></p>
<p>6. Press the "New User" button and fill in the information about the new user.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/API%20New%20User%20Button%20CRM.png" width="150" height="80" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/API%20New%20User%20Form%20CRM.png" width="600" height="468" alt=""></p>
<p>7. You will be able to find the newly created Token by searching up in the list for the username you put previously.</p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 52
[staff_article] => 0
[datecreated] => 2024-02-12 08:11:11
)
[14] => Array
(
[slug] => how-to-delete-the-payment
[subject] => How to delete the payment
[description] => <p>1. Go to "Sales" button on the left side of the screen in the settings panel.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20CRM.png" width="250" height="135" alt=""></p>
<p>2. Choose "Payments" out of the falling list </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Payments%20CRM.png" width="250" height="359" alt=""></p>
<p>3. Choose the payment ID in question and press "Delete"</p>
<p><br>1. Go to "Traders" and find the particular user whose payment you want to delete.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""><br>2. Press on the user's username.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20On%20Users%20Username%20CRM.png" width="400" height="84" alt=""><br>3. Go to the "Payment" button and press it. You will be able to find there the payment you want to delete. After finding the payment you may press "Delete button"</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Payments%20CRM.png" width="250" height="182" alt=""></p>
<p style="text-align:center;"><br><strong>In both cases after you followed all the steps:</strong></p>
<p>1. Go to "Traders" and find the particular user whose payment you want to delete.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""><br>2. Press on the user's username.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20On%20Users%20Username%20CRM.png" width="400" height="84" alt=""></p>
<p>3. Find the "Balances" button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Balances%20CRM.png" width="250" height="145" alt=""></p>
<p>4. Delete the amount of funds which were just deleted with the payment by choosing the settings accordingly to the deleted payment. Press "Submit" button once you're done.</p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 53
[staff_article] => 0
[datecreated] => 2024-02-16 15:49:11
)
[15] => Array
(
[slug] => how-to-create-new-lead-status
[subject] => How to create New Lead Status
[description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Creating%20Lead%20Status%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Go to the "Setup" at the bottom of the page of the general settings.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="259" height="151" alt=""></p>
<p>2. Find "Leads" in the list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20CRM.png" width="250" height="147" alt=""></p>
<p>3. Click on "Leads" to find the subfolder "Statuses". Click on the "New Lead Status".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Statuses%20CRM.png" width="250" height="245" alt=""></p>
<p>4. Fill in the columns and "Submit". You can also change the colour of the Lead Status.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Create%20Lead%20Status%20CRM.png" width="600" height="394" alt=""></p>
<p>5. The new lead status will now be available in the "Statuses" on the "Leads". </p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 55
[staff_article] => 0
[datecreated] => 2024-02-28 12:51:11
)
[16] => Array
(
[slug] => basic-platform-settings
[subject] => Basic platform settings
[description] => <p style="text-align:center;"><strong>Basic Platform Settings</strong></p>
<p style="text-align:center;"><video width="446" height="223" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Basic%20Platform.mp4" type="video/mp4">
</video></p>
<p style="text-align:center;"><strong></strong></p>
<p style="text-align:center;"><strong>How to open a trade?</strong></p>
<p>1. Login to the platform.</p>
<p>2. Press the + button.</p>
<p><img src="https://crm.podcator.com/media/website/KB/Platfrom/ADD%20QUICK%20ASSETS.png" width="631" height="268" alt=""></p>
<p>3. Enter the asset you'd like to use. Press on the asset.</p>
<p><img src="https://crm.podcator.com/media/website/KB/Platfrom/btsusdt.png" width="630" height="286" alt=""></p>
<p>4. You will get the access to the market.</p>
<p><img src="https://crm.podcator.com/media/website/240307-141558.png" width="631" height="282" alt=""></p>
<p>5. Make sure you have verified your account, otherwise you won't be able to buy or sell.</p>
<p>Also make sure that you have enough funds in your account to make a purchase.</p>
<p>To purchase the asset, you must enter the amount in these fields and confirm the purchase.</p>
<p><img src="https://crm.podcator.com/media/website/240307-131824.png" width="219" height="251" alt=""></p>
<p></p>
<p></p>
<p style="text-align:center;"><strong>With your Margin account you will also be able to change the leverage</strong></p>
<p><img src="https://crm.podcator.com/media/website/240307-132137.png" width="190" height="217" alt=""></p>
<p>The Leverage can be changed in two ways:<br><strong>Via CRM: </strong></p>
<p>1. Traders</p>
<p><img src="https://crm.podcator.com/media/website/KB/CRM/Traders.png" width="273" height="327" alt=""></p>
<p>2. Choose the user, click on the "View".</p>
<p><img src="https://crm.podcator.com/media/website/KB/CRM/Traders-%3E%20Person%20view%20profile.png" width="402" height="160" alt=""></p>
<p>3. Choose the "Max Leverage" and set the default amount.</p>
<p><img src="https://crm.podcator.com/media/website/KB/CRM/max%20leverage%2C%20native%20trading.png" width="564" height="213" alt=""></p>
<p></p>
<p><strong> Via the Platform:</strong></p>
<p>1. In your Profile</p>
<p><img src="https://crm.podcator.com/media/website/KB/Platfrom/leverage%20submit.png" width="472" height="222" alt=""></p>
<p></p>
<p style="text-align:center;"><strong>How to see the rates of the trade?</strong></p>
<p>1. Once you confirmed buying, the information about your trade will be seen here:</p>
<p><img src="https://crm.podcator.com/media/website/KB/Platfrom/arrow%20transactikon%20history.png" width="328" height="291" alt=""></p>
<p>Closed/Open positions will be seen here along side Short/Long measurements.</p>
<p><img src="https://crm.podcator.com/media/website/240307-134544.png" width="629" height="109" alt=""></p>
<p style="text-align:center;"><strong>How do I change rate?</strong></p>
<p style="text-align:left;">Only admin/manager users may change the rate, the regular users can not change the rates.</p>
<p style="text-align:left;">To change the rates, the managers have to:</p>
<p style="text-align:left;">1. Go to "Manager" on the Platform.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/240307-133407.png" width="85" height="232" alt=""></p>
<p style="text-align:left;">2. Choose "Orders" button.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/240307-133503.png" width="113" height="76" alt=""></p>
<p style="text-align:left;">3. Find the order and scroll to the right side. Press the second "Edit" icon in the settings.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/240307-133557.png" width="122" height="99" alt=""></p>
<p style="text-align:left;">4. Edit the order and save it.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/240307-133637.png" width="175" height="221" alt=""></p>
<p style="text-align:left;">Or</p>
<p style="text-align:left;"></p>
<p style="text-align:left;">1. Go to the CRM and press on "Manager". Choose "Orders".</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/KB/CRM/Manager.png" width="282" height="194" alt=""></p>
<p style="text-align:left;">2. Choose the order from the order list and press on "Edit".</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/KB/CRM/manager-%3E%20Orders-%3E%20Edit%20order.png" width="382" height="127" alt=""></p>
<p style="text-align:left;">3. After filling the information in, press "Update".</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/KB/CRM/Update%20order%20info.png" width="447" height="369" alt=""></p>
<p style="text-align:center;"><strong>Where to find the trading history?</strong></p>
<p><span style="font-size:12pt;">1. Log in the app. Go to "Portfolio".</span></p>
<p><img src="https://crm.podcator.com/media/website/KB/Platfrom/portfolio.png" width="73" height="286" alt=""></p>
<p><span style="font-size:12pt;">Portfolio on Margin Account shows open positions and position history on margin account.</span></p>
<p>Portfolio SPOT account shows the asset allocation of your portfolio<br>BTC, ETH and others.</p>
<p>2. Press on "Positions" to see your stats.</p>
<p><img src="https://crm.podcator.com/media/website/240307-135106.png" width="694" height="87" alt=""></p>
<p>3. Or press on "History" of your trade.</p>
<p><img src="https://crm.podcator.com/media/website/240307-135206.png" width="698" height="79" alt=""></p>
<p></p>
<p style="text-align:center;"><strong>Where can I see transaction history?</strong></p>
<p style="text-align:left;">1. Press on your account and find there "History" button.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/240307-135420.png" width="379" height="151" alt=""></p>
<p>2. The "Transaction" history stats will be shown this way.</p>
<p><img src="https://crm.podcator.com/media/website/240307-135615.png" width="737" height="105" alt=""></p>
<p></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 56
[staff_article] => 0
[datecreated] => 2024-03-07 12:08:10
)
[17] => Array
(
[slug] => creating-a-lead
[subject] => Creating a Lead
[description] => <p style="text-align:center;"><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Creating%20Lead%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Find "Leads" button on the left side of the screen in the settings panel. Inside press the "New Lead" button to create the new lead. </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Leads%20CRM.png" width="250" height="220" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Lead%20Button%20CRM.png" width="400" height="47" alt=""></p>
<p>2. Fill in the information for the new lead. Make sure you fill in the fields marked with a red * symbol such as "Source", "Status" and "Name".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Add%20New%20Lead%20Form%20CRM.png" width="600" height="305" alt=""></p>
<p>3. Press "Submit" button. </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Submit%20Button%20CRM.png" width="150" height="56" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 57
[staff_article] => 0
[datecreated] => 2024-04-23 10:30:21
)
[18] => Array
(
[slug] => open-trading-account-convert-to-traders
[subject] => Open trading account/convert to traders
[description] => <p style="text-align:center;"><strong>Opening the trading account</strong></p>
<p style="text-align:center;"><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Open%20Trading%20Account%20And%20Convert%20To%20Trader%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Once the lead is open (see tutorial here: <a href="https://crm.podcator.com/knowledge-base/article/creating-a-lead">Creating a Lead</a>), you can also find the lead by going to the "Lead Manager"-> "Leads"-> choosing the user.</p>
<p>Two buttons are going to be displayed at the top of the user page: "Open a Trading Account" and "Covert to Trader". </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Trading%20Account%20CRM.png" width="194" height="60" alt=""><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Convert%20To%20Trader%20CRM.png" width="145" height="60" alt=""></p>
<p>2. Press the button "Open Trading account".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20Open%20Trading%20Account%20CRM.png" width="600" height="128" alt=""></p>
<p>3. Put in the password and the trading account will be open.</p>
<p> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Open%20Trading%20Account%20CRM.png" width="600" height="172" alt=""></p>
<p></p>
<p style="text-align:center;"><strong>Converting the user to trader</strong></p>
<p>4. Go to "Lead Manager", press on "Leads" out of the falling settings list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Lead%20Manager%20Leads%20CRM.png" width="250" height="316" alt=""></p>
<p>5. Choose the user.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Choose%20The%20Lead%20Manager%20User%20CRM.png" width="300" height="103" alt=""></p>
<p>6. Convert it to trader by pressing "Convert to trader" button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20Convert%20To%20Trader%20CRM.png" width="600" height="133" alt=""></p>
<p>7. You can now find the user in "Traders".</p>
<p></p>
<p></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 58
[staff_article] => 0
[datecreated] => 2024-04-23 10:37:04
)
[19] => Array
(
[slug] => setting-up-departments
[subject] => Setting up departments
[description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Settings%20Up%20Departments%20In%20CRM%20Final%20Compressed.mp4" type="video/mp4"></video><br>1. <span>Go to "Setup" at the bottom of the settings list.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Go to the "Departments" button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p>
<p>3.Inside "Departments" press the new department button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Department%20Button%20CRM.png" width="250" height="76" alt=""></p>
<p>4. Fill in the mandatory fields marked with *, set up a manger and department email.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Department%20Form%20CRM.png" width="515" height="600" alt=""></p>
<p>5. Press "Submit" and the department will immediately appear on the Departments page.</p>
<p></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 59
[staff_article] => 0
[datecreated] => 2024-04-23 11:36:39
)
[20] => Array
(
[slug] => creating-invoices
[subject] => Creating invoices
[description] => <p>1. Go to the setting panel and choose "Sales" out of the options. Press on "Invoices" out of the falling list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20CRM.png" width="250" height="135" alt=""></p>
<p><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>
<p>2. Press on "Create New Invoice" button at the top of the screen. </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Create%20New%20Invoice%20Button%20CRM.png" width="400" height="128" alt=""></p>
<p>3. Fill in the information and press on "Submit". </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Create%20New%20Invoice%20Form%20CRM.png" width="600" height="377" alt=""></p>
<p><a href="https://crm.podcator.com/knowledge-base/article/copying-invoice">Find more here</a></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 60
[staff_article] => 0
[datecreated] => 2024-04-24 14:53:27
)
[21] => Array
(
[slug] => changing-password
[subject] => Changing password
[description] => <p style="text-align:center;"><span style="text-decoration:underline;font-size:18pt;"><strong>From the CRM</strong></span></p>
<p style="text-align:center;"><span style="text-decoration:underline;"><strong><img src="https://crm.podcator.com/media/website/KB/Video/Changing%20password%20%28crm%29.mp4" alt=""><video width="392" height="196" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Changing%20password%20(crm).mp4" type="video/mp4"></video><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Changing%20password%20%28crm%29.mp4" alt=""></strong></span></p>
<p>1. Go to "Traders" on the left side of the screen in the settings panel.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""><br>2. Find the user and press on the "Person View Profile".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/User%20View%20Profile%20CRM.png" width="400" height="96" alt=""></p>
<p>3. Inside the user profile in summary go to settings.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/User%20Summary%20Settings%20CRM.png" width="600" height="225" alt=""></p>
<p>4. Find "Change Password" and put in your new password and press submit to save your new password.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Change%20Password%20Settings%20CRM.png" width="600" height="267" alt=""></p>
<p style="text-align:center;"><span style="text-decoration:underline;font-size:18pt;"><strong>From the Platform</strong></span></p>
<p style="text-align:left;">1. Go to "Manager" button on the left side menu.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="75" height="451" alt=""></p>
<p style="text-align:left;">2. Choose "Users" button in the options.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="400" height="33" alt=""></p>
<p style="text-align:left;">3. Choose the user and press on "Login" button on the right side of the screen. </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Login%20Into%20User%20Platform.png" width="600" height="41" alt=""></p>
<p style="text-align:left;">4. Go to the users "Profile" and populate the fields "Change the Password" and "Repeat Your Password" before pressing "Submit button".</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Profile%20Click%20Platform.png" width="300" height="115" alt=""></p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Changing%20User%20Password%20Platform.png" width="600" height="412" alt=""></p>
<p style="text-align:center;"><span style="font-size:18pt;"><strong>OR</strong></span></p>
<p style="text-align:left;">1. Go to "Manager" button on the left side menu.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="75" height="451" alt=""></p>
<p style="text-align:left;">2. Choose "Users" button in the options.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="400" height="33" alt=""></p>
<p style="text-align:left;">3. Press on the username and you'll get the access to user stats. </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="600" height="91" alt=""></p>
<p style="text-align:left;">4. Go to "Profile" press edit profile and populate the fields "Change the Password" and "Repeat Your Password" before pressing "Submit button" to save your new password.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Edit%20User%20Profile%20Platform.png" width="600" height="113" alt=""></p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Changing%20User%20Password%20Platform.png" width="600" height="412" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 61
[staff_article] => 0
[datecreated] => 2024-05-23 10:55:20
)
[22] => Array
(
[slug] => view-only-mode
[subject] => View only mode
[description] => <p>View Only mode is an option that restricts the client from making trades, changing email, and the password </p>
<p></p>
<p>1. Go to "Traders" and find the particular user for who you want to enable the mode.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""></p>
<p>2. Find the user you want to turn on view only mode for and press on his username.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20On%20Users%20Username%20CRM.png" width="400" height="84" alt=""></p>
<p>3. Press on "View" besides the username at the top of the screen.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Inside%20The%20User%20Profile%20CRM.png" width="600" height="195" alt=""></p>
<p>4. Inside View press on the "Platform" button at the top.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Platform%20Inside%20View%20CRM.png" width="600" height="119" alt=""></p>
<p>5. Inside the platform settings scroll down to find "View only mode" and enable it. </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Only%20Mode%20Setting%20CRM.png" width="600" height="382" alt=""></p>
<p>6. Scroll lower and press the "Save" button at the bottom to save your changes. </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Button%20CRM.png" width="93" height="54" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 62
[staff_article] => 0
[datecreated] => 2024-05-24 11:35:17
)
[23] => Array
(
[slug] => withdrawal
[subject] => Withdrawal
[description] => <p style="text-align:center;"><span style="text-decoration:underline;font-size:18pt;"><strong>From the CRM</strong></span></p>
<p style="text-align:left;">1. Go to "Manager" on the left side of the panel and press on it. In the falling list choose "Withdrawal". </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Manager%20CRM.png" width="250" height="228" alt=""></p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Manager%20Withdrawal%20CRM.png" width="250" height="304" alt=""></p>
<p style="text-align:left;">2. Choose the action which suits your intentions. </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Manager%20Withdrawl%20Panel%20CRM.png" width="600" height="226" alt=""></p>
<p style="text-align:center;"><span style="text-decoration:underline;font-size:18pt;"><strong>From the Platform</strong></span></p>
<p style="text-align:left;">1. Login to the app and go to "Manager".</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="75" height="451" alt=""></p>
<p style="text-align:left;">2. Choose "Withdrawal" from the options in the horizontal list.<img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Withdrawal%20Platform%20.png" width="400" height="35" alt=""></p>
<p style="text-align:left;">3. To get the access to the receiver information, press on "<span>Show withdrawal receiver info</span>". </p>
<p style="text-align:left;"></p>
<p style="text-align:left;">4. The message will pop with two fields which will allow you to choose the "Currency name" and your crypto wallet "Address". </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/website/KB/Platfrom/Crypto%20address.png" width="289" height="171" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 63
[staff_article] => 0
[datecreated] => 2024-05-28 14:16:11
)
[24] => Array
(
[slug] => Assigning-a-department-manager
[subject] => Assigning a department manager
[description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Assigning%20Department%20Managers%20Compressed.mp4" type="video/mp4"></video></p>
<p><span style="font-size:14pt;">We suggest only adding Managers and Admins as Department managers to the Departments.</span></p>
<p><span style="font-size:14pt;">1. Inside the CRM go to "Setup" at the left side of the screen at the bottom of the settings list. </span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p><span style="font-size:14pt;">2. In the "Setup" options menu go to the "Departments" button.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Departments%20CRM.png" width="250" height="177" alt=""></p>
<p><span style="font-size:14pt;">3. Find and choose the "Department" you want to add your department manager to and press on it.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20List%20CRM.png" width="600" height="309" alt=""></p>
<p><span style="font-size:14pt;">4. Inside your chosen "Department" settings go to the Manager list and press on it.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Closed%20CRM.png" width="600" height="261" alt=""></p>
<p><span style="font-size:14pt;">5. Press on the Manager list a dropdown list with all the members in the CRM will appear find and press on the members you want to assign as managers.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Manager%20Dropdown%20Open%20CRM.png" width="600" height="530" alt=""></p>
<p><span style="font-size:14pt;">6. After choosing the department manager you want to add press <span style="color:#0000ff;">Submit </span>to save your changes the department manager you added will appear on the right side of the "Department".</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Department%20Right%20Side%20Managers%20CRM.png" width="600" height="69" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 64
[staff_article] => 0
[datecreated] => 2024-06-24 14:24:22
)
[25] => Array
(
[slug] => how-to-disable-modules
[subject] => How to disable modules
[description] => <p><span style="font-size:14pt;">1. Go to "Setup" at the bottom of the settings list.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p><span style="font-size:14pt;">2. In the "Setup" options menu go to the "Modules" button.</span></p>
<p><span><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Modules%20CRM.png" width="250" height="111" alt=""></span></p>
<p><span style="font-size:14pt;">3. Find and choose the Module you want to Deactivate and press "Deactivate".</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Disable%20Modules%20CRM.png" width="600" height="322" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 66
[staff_article] => 0
[datecreated] => 2024-07-01 11:00:12
)
[26] => Array
(
[slug] => configuring-mailbox-in-crm
[subject] => Configuring Mailbox in CRM
[description] => <p><span style="font-size:14pt;"><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/CRM%20Mailbox%20Configuration%20Final%20Compressed.mp4" type="video/mp4"></video><br><br>1. Go to "Setup" at the bottom of the settings list on the left side of the screen.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p><span style="font-size:14pt;">2. Inside the "Setup" go to "Settings" at the bottom of the list.</span></p>
<p><span style="font-size:14pt;"> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></span></p>
<p><span style="font-size:14pt;">3. Inside the "Settings" go to "Mailbox Settings".</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Mailbox%20Settings%20CRM.png" width="300" height="179" alt=""></p>
<p><span style="font-size:14pt;">4. Inside the "Mailbox Settings" Enable the mailbox and write your "IMAP Server" and press "<span style="color:#3366ff;">Save Settings</span>" below.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Enable%20Mailbox%20IMAP%20CRM.png" width="450" height="493" alt=""></p>
<p><span style="font-size:14pt;">5.After Enabling the Mailbox go to "Mailbox" at the settings list on the left side of the screen.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Mailbox%20CRM.png" width="250" height="219" alt=""></p>
<p><span style="font-size:14pt;">or by searching "Mailbox" in the search menu.</span></p>
<p><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Search%20Menu%20CRM.png" width="250" height="84" alt=""></span></p>
<p><span style="font-size:14pt;">6. Inside the "Mailbox" go to "Configuration".</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Mailbox%20Configuration%20CRM.png" width="250" height="381" alt=""></p>
<p><span style="font-size:14pt;">7. Inside the "Configuration" f<span>ill in the mandatory fields marked with <span style="color:#ff0000;">*</span> write your</span> "Email/Email Password" to log in and press "<span style="color:#3366ff;">Save</span>" </span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Mailbox%20Configuration%20Logging%20In%20CRM.png" width="600" height="264" alt=""></p>
<p><span style="font-size:14pt;">8. After filling the fields and pressing "<span style="color:#3366ff;">Save</span>" you will be able to see and access your Email Inbox/</span><span style="font-size:14pt;">Sent Emails and Compose Emails and much more.</span></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 68
[staff_article] => 0
[datecreated] => 2024-07-02 16:12:04
)
[27] => Array
(
[slug] => default-permission-for-roles
[subject] => Default permission for roles
[description] => <p style="text-align:center;"><span style="font-size:18pt;"><strong>Admin</strong></span></p>
<table class="table table-bordered roles no-margin">
<tbody>
<tr>
<td style="width:253px;"><b>Bulk PDF Export</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Contracts</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Credit Notes</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Traders</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Balances</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Margin positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Orders</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Email Templates</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Estimates</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Expenses</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Invoices</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Items</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Knowledge Base</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Payments</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Projects</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create Timesheets</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit Milestones</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete Milestones</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Proposals</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Reports</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View Timesheets Report</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Staff Roles</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Settings</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Staff</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Subscriptions</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Tasks</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question" style="margin:0px;padding:0px;border:0px;font-style:normal;font-variant:normal;font-weight:400;font-size:inherit;line-height:1;font-family:'Font Awesome 6 Free';vertical-align:baseline;"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit Timesheets (Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit Own Timesheets</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete Timesheets (Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete own Timesheets</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Task Checklist Templates</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Estimate Request</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Leads</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (private)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Open trading account</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Show contact</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Platform</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Manager</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Manager -> Users</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Manager -> Margin positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Manager -> CFD positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Edit CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Remove CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Close CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Manager -> Orders</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Manager -> Withdrawal</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Manager -> Notifications</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔KYC View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔KYC Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Admin</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Goals</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MailFlow</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>ImportSync</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Import Staff</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Affiliate Management</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>SI Lead Filters</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Settings</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Lead Manager</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Audio Call</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Video Call</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Send SMS</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Email</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔WhatsApp</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Show Contact</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Nfinx Sales</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Sales channel)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Trade discount)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Diary sync)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Report)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(POS)</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Order list</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Chat Module</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Grant Access</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>JavaScript (JS) (NanzaUtilities)</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Style (CSS) (NanzaUtilities)</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Quick Menu (NanzaUtilities)</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Support (NanzaUtilities)</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Settings (NanzaUtilities)</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Dashboard</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Segments</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Components</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Campaigns</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Channels</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Points</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Stages</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Reports</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>MA - Setting</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>NanzAI</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View - Chat</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View - Image Generator</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View - Audio Transcription</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View - Audio Translation</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View - Template Categories</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View - Templates</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create - Image Generator</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create - Audio Transcription</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create - Audio Translation</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create - Template Categories</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create - Templates</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete - Chat</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete - Image Generator</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete - Audio Transcription</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete - Audio Translation</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete - Template Categories</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete - Templates</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Call Logs</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Wallet</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Transact(Global)</div>
</div>
</td>
</tr>
<tr>
<td style="width:253px;"><b>Surveys</b></td>
<td style="width:242px;">
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">✔Delete</div>
</div>
</td>
</tr>
</tbody>
</table>
<p style="text-align:center;"><span style="font-size:18pt;"><strong>Back Office</strong></span></p>
<table class="table table-bordered roles no-margin">
<tbody>
<tr>
<td><b>Bulk PDF Export</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
</td>
</tr>
<tr>
<td><b>Contracts</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Credit Notes</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Traders</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Balances</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Margin positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Orders</div>
</div>
</td>
</tr>
<tr>
<td><b>Email Templates</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
</td>
</tr>
<tr>
<td><b>Estimates</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Expenses</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Invoices</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Items</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Knowledge Base</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Payments</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Projects</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create Timesheets</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit Milestones</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete Milestones</div>
</div>
</td>
</tr>
<tr>
<td><b>Proposals</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Reports</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View Timesheets Report</div>
</div>
</td>
</tr>
<tr>
<td><b>Staff Roles</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Settings</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
</td>
</tr>
<tr>
<td><b>Staff</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Subscriptions</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Tasks</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question" style="margin:0px;padding:0px;border:0px;font-style:normal;font-variant:normal;font-weight:400;font-size:inherit;line-height:1;font-family:'Font Awesome 6 Free';vertical-align:baseline;"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit Timesheets (Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit Own Timesheets</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete Timesheets (Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete own Timesheets</div>
</div>
</td>
</tr>
<tr>
<td><b>Task Checklist Templates</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Estimate Request</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Leads</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (private)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Open trading account</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Show contact</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Platform</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Users</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Margin positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> CFD positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Edit CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Remove CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Close CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Orders</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Withdrawal</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Notifications</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">KYC View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">KYC Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Admin</div>
</div>
</td>
</tr>
<tr>
<td><b>Goals</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MailFlow</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>ImportSync</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Import Staff</div>
</div>
</td>
</tr>
<tr>
<td><b>Affiliate Management</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>SI Lead Filters</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Settings</div>
</div>
</td>
</tr>
<tr>
<td><b>Lead Manager</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Audio Call</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Video Call</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Send SMS</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Email</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">WhatsApp</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Show Contact</div>
</div>
</td>
</tr>
<tr>
<td><b>Nfinx Sales</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Sales channel)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Trade discount)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Diary sync)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Report)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(POS)</div>
</div>
</td>
</tr>
<tr>
<td><b>Order list</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Chat Module</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Grant Access</div>
</div>
</td>
</tr>
<tr>
<td><b>JavaScript (JS) (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Style (CSS) (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Quick Menu (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Support (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Settings (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Dashboard</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Segments</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Components</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Campaigns</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Channels</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Points</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Stages</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Reports</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Setting</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>NanzAI</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View - Chat</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View - Image Generator</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View - Audio Transcription</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View - Audio Translation</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View - Template Categories</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View - Templates</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create - Image Generator</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create - Audio Transcription</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create - Audio Translation</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create - Template Categories</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create - Templates</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete - Chat</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete - Image Generator</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete - Audio Transcription</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete - Audio Translation</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete - Template Categories</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete - Templates</div>
</div>
</td>
</tr>
<tr>
<td><b>Call Logs</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Wallet</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Transact(Global)</div>
</div>
</td>
</tr>
<tr>
<td><b>Surveys</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
</tbody>
</table>
<p></p>
<p style="text-align:center;"><strong>Demo Admin</strong></p>
<table class="table table-bordered roles no-margin">
<tbody>
<tr>
<td><b>Bulk PDF Export</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
</td>
</tr>
<tr>
<td><b>Contracts</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Credit Notes</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Traders</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Balances</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Margin positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Orders</div>
</div>
</td>
</tr>
<tr>
<td><b>Email Templates</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
</td>
</tr>
<tr>
<td><b>Estimates</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Expenses</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Invoices</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Items</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Knowledge Base</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Payments</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Projects</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create Timesheets</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit Milestones</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete Milestones</div>
</div>
</td>
</tr>
<tr>
<td><b>Proposals</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Reports</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View Timesheets Report</div>
</div>
</td>
</tr>
<tr>
<td><b>Staff Roles</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Settings</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
</td>
</tr>
<tr>
<td><b>Staff</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Subscriptions</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Tasks</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)<span> </span><i class="fa-regular fa-circle-question" style="margin:0px;padding:0px;border:0px;font-style:normal;font-variant:normal;font-weight:400;font-size:inherit;line-height:1;font-family:'Font Awesome 6 Free';vertical-align:baseline;"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit Timesheets (Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit Own Timesheets</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete Timesheets (Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete own Timesheets</div>
</div>
</td>
</tr>
<tr>
<td><b>Task Checklist Templates</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Estimate Request</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Leads</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)<span> </span><i class="fa-regular fa-circle-question"></i></div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (private)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Open trading account</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Show contact</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Platform</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Users</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Margin positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> CFD positions</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Edit CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Remove CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Close CFD position</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Orders</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Withdrawal</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Manager -> Notifications</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">KYC View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">KYC Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Admin</div>
</div>
</td>
</tr>
<tr>
<td><b>Goals</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MailFlow</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>ImportSync</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Import Staff</div>
</div>
</td>
</tr>
<tr>
<td><b>Affiliate Management</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>SI Lead Filters</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Settings</div>
</div>
</td>
</tr>
<tr>
<td><b>Lead Manager</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Audio Call</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Video Call</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Send SMS</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Email</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">WhatsApp</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Show Contact</div>
</div>
</td>
</tr>
<tr>
<td><b>Nfinx Sales</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Sales channel)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Trade discount)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Diary sync)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Report)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(POS)</div>
</div>
</td>
</tr>
<tr>
<td><b>Order list</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View (Own)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Chat Module</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Grant Access</div>
</div>
</td>
</tr>
<tr>
<td><b>JavaScript (JS) (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Style (CSS) (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Quick Menu (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Support (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>Settings (NanzaUtilities)</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Dashboard</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Segments</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Create</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Edit</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">Delete</div>
</div>
</td>
</tr>
<tr>
<td><b>MA - Components</b></td>
<td>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:tw-mb-0">View(Global)</div>
</div>
<div class="tw-ml-2">
<div class="checkbox last:t
[active_article] => 1
[articlegroup] => 2
[articleid] => 70
[staff_article] => 0
[datecreated] => 2024-07-18 13:40:30
)
[28] => Array
(
[slug] => how-to-filter-by-date-period
[subject] => How to filter by date period
[description] => <p><span style="font-size:14pt;">1. Go to leads in the CRM on the left side of the screen or by searching in the search menu.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Leads%20CRM.png" width="250" height="220" alt=""></p>
<p><span style="font-size:14pt;">2. In the Period dropdown choose period instead of all time.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Period%20Dropdown%20Closed%20CRM.png" width="400" height="215" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Period%20Dropdown%20Open%20CRM.png" width="132" height="300" alt=""></p>
<p><span style="font-size:14pt;">3. Now two new dropdowns will appear where you can set the (From date) and (to date) to search in a specific date period.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Period%20From%20To%20Date%20CRM.png" width="400" height="192" alt=""></p>
[active_article] => 1
[articlegroup] => 2
[articleid] => 71
[staff_article] => 0
[datecreated] => 2024-07-18 15:50:44
)
)
)
[2] => Array
(
[groupid] => 3
[name] => Exchanges
[group_slug] => exchanges
[description] => Here you will find an overview of exchange specific information including how to format the coin pairs, available periods to use, available base currencies and other exchange specific information.
[active] => 1
[color] => #bfae12
[group_order] => 3
[articles] => Array
(
[0] => Array
(
[slug] => binance-api-creation-example
[subject] => Binance API Creation Example
[description] => <ol>
<li><span style="font-size:14pt;">Log into your Binance account.</span><br><br></li>
<li><span style="font-size:14pt;">Click the <strong>account</strong> icon</span><br><span style="font-size:14pt;">In the dropdown account menu, click on API Management.</span><br><br></li>
<li><span style="font-size:14pt;">On the left side of the page, enter a name for your API key and click Create</span><br><span style="font-size:14pt;">If you wish you can name it Default.</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/binance/binance-api-3.png" width="561" height="241" alt=""></span><br><br></li>
<li><span style="font-size:14pt;">You will be asked for your 2FA authentication (if used) and you will be sent a confirmation email (if configured).</span><br><br></li>
<li><span style="font-size:14pt;">Once you complete these steps you will see a webpage with a creation dialog, click close.</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/binance/binance-api-4.png" alt="binance-api-4.png" width="229" height="126"></span></li>
<li><span style="font-size:14pt;">Do not leave this page until you copy the api key and secret.</span><br><span style="font-size:14pt;">The API secret is shown only once at creation.</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/binance/binance-api-5.png" alt="binance-api-5.png" width="961" height="346"></span></li>
</ol>
[active_article] => 1
[articlegroup] => 3
[articleid] => 15
[staff_article] => 0
[datecreated] => 2023-05-14 09:02:07
)
[1] => Array
(
[slug] => poloniex-api-creation-example
[subject] => Poloniex API Creation Example
[description] => <p><span style="font-size:14pt;">This shows the steps needed to create an API key and secret on <strong>Poloniex</strong>.</span></p>
<ol>
<li><span style="font-size:14pt;">Log into Poloniex</span><br><span style="font-size:14pt;">using your account information.</span></li>
<li><span style="font-size:14pt;">Click on settings icon</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/poloniex/polo-api-1.png" width="353" height="302" alt=""></span></li>
<li><span style="font-size:14pt;">Click on Create new key</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/poloniex/polo-api-2.png" width="648" height="297" alt=""></span><br><br></li>
<li><span style="font-size:14pt;">Check email for confirmation</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/poloniex/polo-api-3.png" width="505" height="327" alt=""></span><br><br></li>
<li><span style="font-size:14pt;">Click confirmation in email</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/poloniex/polo-api-4.png" width="625" height="261" alt=""></span><br><br></li>
<li><span style="font-size:14pt;">Save the API info</span><br><span style="font-size:14pt;">Copy the API key and secret now.</span><br><span style="font-size:14pt;"><img src="https://crm.podcator.com/media/poloniex/polo-api-5.png" width="1212" height="437" alt=""></span><br><br></li>
</ol>
[active_article] => 1
[articlegroup] => 3
[articleid] => 16
[staff_article] => 0
[datecreated] => 2023-05-14 09:15:39
)
[2] => Array
(
[slug] => kucoin-api-creation-example
[subject] => Kucoin API Creation Example
[description] => <ol>
<li><strong>Log into Kucoin</strong><br>Log into <strong>Kucoin</strong> using your account information.<br><br><br></li>
<li><strong>Click on User Icon, upper right of page</strong><br>Then click on <strong>API Management</strong>.<br><img src="https://crm.podcator.com/media/kucoin/kucoin-api-1.png" width="1535" height="509" alt=""></li>
<li><strong>Click on Create API<br><img src="https://crm.podcator.com/media/kucoin/kucoin-api-2.png" width="1275" height="511" alt=""><br></strong><strong><br></strong></li>
<li><strong>Enter the API name and passphrase</strong><br><img src="https://crm.podcator.com/media/kucoin/kucoin-api-3.png" width="430" height="468" alt=""><br><br><br></li>
<li><strong>Enter Security Verifications</strong><br>Trading password, email verification and 2FA authentication.<br><img src="https://crm.podcator.com/media/kucoin/kucoin-api-4.png" width="430" height="423" alt=""><br><br><br></li>
<li><strong>Save the API info</strong><br>Copy the <strong>API key and secret</strong> now.<br><img src="https://crm.podcator.com/media/kucoin/kucoin-api-5.png" width="1035" height="471" alt=""><br><br></li>
</ol>
[active_article] => 1
[articlegroup] => 3
[articleid] => 17
[staff_article] => 0
[datecreated] => 2023-05-16 09:39:57
)
)
)
[3] => Array
(
[groupid] => 4
[name] => Lead manager
[group_slug] => lead-manager
[description] =>
[active] => 1
[color] =>
[group_order] => 4
[articles] => Array
(
[0] => Array
(
[slug] => twilio-integration-with-lead-manager
[subject] => Twilio Integration with Lead manager
[description] => <p><b>Note:</b><span> </span>Before make a call kindly set your Geographic Permissions click<span> </span><a href="https://support.twilio.com/hc/en-us/articles/223180168-What-Are-Geographic-Permissions-and-Why-do-They-Exist-" target="_blank" rel="noreferrer noopener">here:</a></p>
<p class="card__body"></p>
<p class="mb-2">Install the lead mamanger module and activate from modules.</p>
<p class="mb-2">1- Open then N anzaCRM click into Setup</p>
<p class="mb-2">2- Setup--> Settings--> Lead manager--> Twilio Voice call</p>
<p class="mb-2"><b>Enter below fields:</b></p>
<p class="mb-2"><b>1-</b>Account SID:</p>
<p class="mb-2"><b>2-</b>Auth Token:</p>
<p class="mb-2"><b>3-</b>Twilio Phone Number: There is no space allowed in phone number. Correct formate is- +1123456789</p>
<p class="mb-2"><b>4-</b>Twiml app SID:</p>
<p class="mb-2"></p>
<p class="mb-2"><strong>2nd Step</strong><br>Find details in Twilio account</p>
<p>Login the twilio account it will be redirect on dashboard page.</p>
<p>URL- https://www.twilio.com/console</p>
<p>1- Account SID</p>
<p>2- Auth Token</p>
<p><img src="https://zonvoir.com/lead_manager/Api's-document/img/twilio-auth.png" alt="twilio-auth.png"></p>
<p></p>
<div class="steper_cl"><strong>3rd Step</strong></div>
<p>Find the Twilio Phone Number.<br>URL- https://www.twilio.com/console/phone-numbers/incoming</p>
<p>Login the twilio account and click on Phone Numbers --> Manage --> Active Numbers</p>
<p><img src="https://zonvoir.com/lead_manager/Api's-document/img/twilio%20number.png" alt="twilio%20number.png"></p>
[active_article] => 1
[articlegroup] => 4
[articleid] => 23
[staff_article] => 0
[datecreated] => 2023-07-02 18:35:08
)
[1] => Array
(
[slug] => whatsapp-integration
[subject] => Whatsapp Integration
[description] => <div class="steper_cl"><strong>1st Step</strong><br>In Twilio</div>
<div class="steper_cl"></div>
<div class="steper_cl">
<p class="card__body"><b>Note:</b><span> </span><i>There is no support available without having facebook business approved account for whatsapp features.</i></p>
<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>
<p class="card__body"></p>
<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>
<div class="steper_cl"></div>
<div class="steper_cl">
<div class="steper_cl"><strong>2nd Step</strong></div>
<div class="card__container"><span style="font-size:12pt;">Whatsapp Templates</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>
<p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p>
<p></p>
<div class="steper_cl"><strong>3rd Step</strong></div>
<div class="card__container">
<h1 class="card__header">IN CRM</h1>
<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>
<p class="mb-2">Staff contact (number provided by twilio) should be whatsapp enabled. To nevigate this action go to you staff profile and update `Is twilio number whatsapp enable` to "yes"</p>
<p class="mb-2"><img src="https://crm.podcator.com/media/articles/230702-204437.png" alt="whatsapp-enable.png" width="470" height="136"></p>
<p class="mb-2">Client/Lead contact (phone number) should be whatsapp enabled. To navigate this action go to you Client/Lead profile and update `is twilio number whatsapp enable` to "yes".</p>
<p class="mb-2"><img src="https://crm.podcator.com/media/articles/230702-204432.png" alt="whatsapp-enable.png" width="470" height="136"></p>
</div>
</div>
<div class="card__container"><b></b></div>
[active_article] => 1
[articlegroup] => 4
[articleid] => 24
[staff_article] => 0
[datecreated] => 2023-07-02 18:42:47
)
[2] => Array
(
[slug] => mail-box-integration
[subject] => Mail Box Integration
[description] => <p class="mb-2">Mailbox is a module feature where you can add each staff email smtp and imap settings seperately and allow them to access its own.</p>
<p class="mb-2">Navigate to Mailbox >> setting</p>
<p class="mb-2"></p>
<p class="mb-2"><img src="https://crm.podcator.com/media/articles/230702-205050.png" width="1873" height="703" alt=""></p>
[active_article] => 1
[articlegroup] => 4
[articleid] => 25
[staff_article] => 0
[datecreated] => 2023-07-02 18:50:56
)
[3] => Array
(
[slug] => adding-filter-on-leads
[subject] => Adding filter on Leads
[description] => <p>If you want to add another filter to Leads, you'll need to do so:</p>
<p>1. Go to "Setup' at the bottom right part of the settings panel.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Choose "Custom fields" option and inside press on "New custom field".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Custom%20Fields%20CRM.png" width="250" height="151" alt=""><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Button%20CRM.png" width="250" height="71" alt=""></p>
<p>3. Fill in the fields and press "Submit".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Form%20CRM.png" width="600" height="539" alt=""><br>4. Go to "SI Lead Filters" on the settings panel and choose "Settings". </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/SI%20Lead%20Filters%20CRM.png" width="250" height="134" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/SI%20Lead%20Filters%20Settings%20CRM.png" width="250" height="161" alt=""></p>
<p>5. Type in the name of your new filter. And submit. </p>
<p></p>
<p>6. It will now appear in "Leads". You can find it by going to "Leads" in the settings panel.</p>
<p>If you ever decide to delete the particular filter, you've got to follow the same steps and re-submit it in "SI Lead Filters" in the "Settings". By resubmitting it, the filter will dissapear from the feed. </p>
[active_article] => 1
[articlegroup] => 4
[articleid] => 47
[staff_article] => 0
[datecreated] => 2024-02-08 09:16:15
)
[4] => Array
(
[slug] => web-to-lead-registration-settings
[subject] => Web to Lead (registration settings)
[description] => <p><video width="359" height="231" style="display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Web%20To%20Lead%20Registration%20Settings%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. <span>Go to "Setup" at the bottom of the settings list.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Choose "Leads" and press on "Web To Lead".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20CRM.png" width="250" height="147" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Web%20To%20Lead%20CRM.png" width="250" height="244" alt=""></p>
<p>3. Press on new form to customize your form or on the default "Registration".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20New%20Form%20Button%20CRM.png" width="250" height="51" alt=""></p>
<p></p>
<p style="text-align:center;"><span style="text-decoration:underline;"><strong><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Registration%20Button%20CRM.png" width="600" height="186" alt="">Form Builder</strong></span></p>
<p>1. Customize the fields by dragging the boxes into the form.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20Editor%20CRM.png" width="600" height="354" alt=""></p>
<p>2. Press "Save" button at the bottom of the page.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20Builder%20Save%20Button%20CRM.png" width="250" height="131" alt=""></p>
<p style="text-align:center;"><span style="text-decoration:underline;"><strong>Form Information and Setup</strong></span></p>
<p style="text-align:left;">1. Go to "General". Fill in the information according to the requirements. The fields marked with red Asterix symbol (*) are required. </p>
<p style="text-align:left;"> <img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20General%20CRM.png" width="600" height="407" alt=""></p>
<p style="text-align:left;">2. Go to "Branding". The fields marked with red Asterix symbol (*) are required. </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Branding%20CRM.png" width="600" height="189" alt=""></p>
<p style="text-align:left;">3. Go to "Submission". The fields marked with red Asterix symbol (*) are required. </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20%20Submission%20CRM.png" width="600" height="275" alt=""></p>
<p style="text-align:left;">4.  Go to "Notification", choose a staff member if needed.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20Notifications%20CRM.png" width="600" height="183" alt=""></p>
<p style="text-align:left;">5. Press "Submit" button at the bottom right side of the screen.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Submit%20Button%20CRM.png" width="150" height="56" alt=""></p>
<p style="text-align:center;"><b><u>Integration Code</u></b></p>
<p style="text-align:left;">1. Go to "Integration Code".</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Integration%20Code%20CRM.png" width="600" height="362" alt=""></p>
<p style="text-align:left;">2. Insert your link in "INSERT LINK HERE" field.</p>
<p style="text-align:left;">As the result, the form on your cite will look like this. </p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Integration%20Code%20Form%20CRM.png" width="600" height="493" alt=""></p>
[active_article] => 1
[articlegroup] => 4
[articleid] => 69
[staff_article] => 0
[datecreated] => 2024-07-16 10:55:22
)
)
)
[4] => Array
(
[groupid] => 7
[name] => CRM Integration
[group_slug] => crm-integration
[description] => How do I integrate affiliates with Nanza CRM?
What data is synchronized between the fintech solution and CRM?
Are there any specific configurations needed for seamless integration?
[active] => 1
[color] =>
[group_order] => 7
[articles] => Array
(
[0] => Array
(
[slug] => ConnectWhatsAppAccount
[subject] => Connect WhatsApp Account
[description] => <h1>Connect Account </h1>
<p><span style="font-size:12pt;">The first step in creating a WhatsApp bot is to link it to our module. Additionally, you must create a WhatsApp Cloud API in order to link your bot. Visit <a href="https://developers.facebook.com/"><span style="color:#3366ff;"> Facebook for Developers</span></a> to start a new app, then select the page's "My Apps" tab.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/FB%20Dev%20My%20apps.png" width="800" height="433" alt=""></p>
<p><span>A page named "Create an App" with a list of available app types will appear instantly.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Create%20App%20FB.png" width="800" height="406" alt=""></p>
<p>Select "Business" as the application type, then press the next button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Buisness%20FB.png" width="800" height="407" alt=""></p>
<p>Complete the form by entering your basic details:</p>
<ul>
<li><strong>Display Name:</strong><span> </span>Provide a display name for your business account.</li>
<li><strong>App Contact Email:</strong><span> </span>Enter an email address.</li>
<li><strong>Business Account:</strong><span> </span>Choose a Business account if needed (optional).</li>
</ul>
<p>Click the "Create App" button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/App%20Details%20FB.png" width="800" height="307" alt=""></p>
<p>You will need to enter your Facebook password again in the password area. Click the submit button after entering your password. The product page will load instantly.</p>
<p>You must add a product to the app using the page. Include WhatsApp since you will be developing one for a business account on WhatsApp. Scroll down to find the WhatsApp section and click the "Set up" button</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Add%20Product%20FB.png" width="641" height="600" alt=""></p>
<p><span>A page will appear for the next steps. You can add a payment method here, but it can be added later.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Add%20Payment%20FB.png" width="800" height="378" alt=""></p>
<h2>Add Phone Number </h2>
<p><span>Go to API setup from the left menu and click on the “Add phone number” button to add the phone number for WhatsApp Cloud API.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Add%20Phone%20Number%20FB.png" width="800" height="401" alt=""></p>
<p>A modal form will appear. Provide profile information visible to people on WhatsApp:</p>
<ul>
<li><strong>WhatsApp Business Profile Display Name:</strong><span> </span>Enter a display name.</li>
<li><strong>Timezone:</strong><span> </span>Select a timezone.</li>
<li><strong>Category:</strong><span> </span>Choose a category from the dropdown list.</li>
<li><strong>Business Description:</strong><span> </span>This field is optional.</li>
</ul>
<p>Click the next button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Whatsapp%20Profile%20FB.png" width="800" height="531" alt=""></p>
<p><span>Enter your phone number and choose how you would like to verify it—via text message or phone call.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Whatsapp%20Profile%202%20FB.png" width="800" height="361" alt=""></p>
<p><span>After providing your phone number and selecting the verification option, click the next button. Verify your phone number.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Whatsapp%20Profile%203%20FB.png" width="800" height="297" alt=""></p>
<h2>Configure Webhook</h2>
<p><span>Configure the webhook to receive messages. To do this, go to step 3 from the API setup and click on the "Configure webhooks" link.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Configure%20Wehhook%20FB.png" width="800" height="398" alt=""></p>
<p><span>A page called "Configuration" will appear. In the webhook section, click the edit button.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Callback%20FB.png" width="800" height="403" alt=""></p>
<p><span>Provide the callback URL and verify the token. To get these, go to the Whatsbot module's sidebar menu.</span></p>
<p><span><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Sidebar%20Menu%20FB.png" width="200" height="321" alt=""></span></p>
<p><span>Click on the </span><strong>Connect Account</strong><span> sidebar link under the WhatsBot Menu. The Connect WhatsApp Business page will show the Webhook Callback URL and verify token at the top.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Connect%20Account.png" width="800" height="742" alt=""></p>
<p><span>Copy them, then return to Facebook Developer's Configuration page and paste them in the respective fields.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Token%20FB.png" width="800" height="379" alt=""></p>
<p><span>Click the "Verify and Save" button.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Webhook%20Field%20FB.png" width="800" height="233" alt=""></p>
<p>Select webhook fields by clicking the Manage button. A modal will appear with some webhook fields. Subscribe to the Message webhook field and click the Done button.</p>
<p>You can subscribe and unsubscribe to other webhook fields as needed.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Webhook%20Subscribe%20FB.png" width="800" height="357" alt=""></p>
<p>click the “Save changes” button.</p>
<p>Enable live mode by clicking on the toggle button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Live%20Mode%20FB.png" width="800" height="199" alt=""></p>
<p><span>Return to the API Setup page by clicking on the API Setup menu on the left sidebar.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Api%20Setup%20FB.png" width="400" height="313" alt=""></p>
<h2>Collect Access Token</h2>
<p>Collect a permanent access token to connect your bot. In step 5, click the "See the overview page" button.</p>
<p>You will be directed to the business Facebook site's summary page. Select the Business Settings from the menu on the overview page.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/See%20Overview%20FB.png" width="800" height="288" alt=""></p>
<p><span>Create a user by selecting System user in the left sidebar of the business setting page. Click on the add button.</span></p>
<p><span><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Buisness%20Settings%20GB.png" width="370" height="600" alt=""></span></p>
<p><span>Enter the system user name and choose a role (employee or admin). Click the button to create a system user.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Whatsapp%20Buisness%20Account%20Kit%20FB.png" width="800" height="367" alt=""></p>
<p><span>After creating a user, add assets by selecting the user and clicking on the Add Assets button.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Create%20System%20User%20FB.png" width="600" height="504" alt=""></p>
<p><span>Select the Apps menu from the Select asset type section of the modal. Choose the app and give full control permission. Click the "Save changes" button.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Add%20Assests%20FB.png" width="800" height="385" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Add%20Permission%20FB.png" width="800" height="515" alt=""></p>
<p><span>Generate an access token by clicking on the Generate new token button.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Generate%20New%20Token%20FB.png" width="800" height="257" alt=""></p>
<p><span>Select the app from the drop-down list in the modal. Choose permissions: Business management, Catalog management, WhatsApp business messaging, and WhatsApp business management. Click the Generate token button.</span></p>
<p><span><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Select%20An%20App%20To%20Generate%20New%20Token%20FB.png" width="400" height="302" alt=""></span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Access%20Token%20FB.png" width="246" height="800" alt=""></p>
<p><span>Copy and save the access token.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Access%20Token%20Generated%20FB.png" width="400" height="363" alt=""></p>
<p>Proceed to the dashboard. Click the connect WhatsApp menu in the left sidebar's WhatsApp area. Enter the access token and WhatsApp business account ID.</p>
<p>Go to the Business settings tab to obtain the WhatsApp Business Account ID. Select the WhatsApp account menu in the left sidebar. Copy the WhatsApp Business Account ID.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Whatsapp%20Buisness%20Account%20FB.png" width="800" height="367" alt=""></p>
<p><span>Enter the WhatsApp business account ID and access token, then click the Connect button</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20WhatsApp/Connected%20Account%20FB.png" width="800" height="359" alt=""></p>
<p><span>A success message will appear.</span><span></span></p>
[active_article] => 1
[articlegroup] => 7
[articleid] => 67
[staff_article] => 0
[datecreated] => 2024-07-02 12:44:44
)
)
)
[5] => Array
(
[groupid] => 9
[name] => Training and Educational Resources
[group_slug] => training-and-educational-resources
[description] => Are there tutorials or training materials available for new users?
Where can I find documentation or guides on advanced features?
Do you offer webinars or training sessions for clients?
[active] => 1
[color] =>
[group_order] => 9
[articles] => Array
(
[0] => Array
(
[slug] => assign-an-admin
[subject] => How to Create an Admin
[description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Making%20An%20Admin%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>How to make the user an Admin. An Admin has more functions and permissions than a user. Following these steps you may as well create other staff members. An admin role will give you an access to do so.</p>
<p></p>
<p><strong>Path:</strong></p>
<p>1. Go to "Setup" at the bottom of the settings list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Press the very top button "Staff". </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Staff%20CRM.png" width="250" height="176" alt=""></p>
<p>3. Inside "Staff" find the long blue button "New Staff Member" and press it.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Button%20CRM.png" width="250" height="94" alt=""></p>
<p>4. Fill in the boxes. Please note that the fields marked with a red * are mandatory.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Profile%20CRM.png" width="600" height="504" alt=""></p>
<p>5. Go to the top of the page to find "Permissions", placed to the right of the "Profile".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Permissons%20Button%20CRM.png" width="250" height="144" alt=""></p>
<p>6. At the top of the page find "Role" under "Permissions" and instead of "Sales Agent" choose "Admin".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Admin%20Role%20CRM.png" width="600" height="302" alt=""></p>
<p>7. Tick all the required boxes. This will allow the newly created Admin to have the permissions you have assigned to them. You may choose to not to change the permissions offered to the particular staff member by default.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Permissons%20Tick%20Boxes%20CRM.png" width="600" height="499" alt=""></p>
<p>8. Find and press the blue "Submit" button in the right bottom corner of the page.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Staff%20Member%20Submit%20Button%20CRM.png" width="600" height="139" alt=""></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 30
[staff_article] => 0
[datecreated] => 2024-01-19 08:59:32
)
[1] => Array
(
[slug] => add-balance-to-account
[subject] => Add Balance to Account
[description] => <p style="text-align:center;"><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Adding%20Balance%20To%20Account%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Make sure that the user is already a trader: <a href="https://crm.podcator.com/knowledge-base/article/open-trading-account-convert-to-traders">Open a Trading account/Convert to Traders</a>. Find "Traders" on the left side of the page in the settings bar.</p>
<p>2. Choose the user and press the "View profile" option.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Choosing%20User%20In%20Traders%20CRM.png" width="600" height="426" alt=""><br>3. Find "Balances" almost at the bottom of the left side bar with options </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Balances%20CRM.png" width="250" height="145" alt=""><br>4. In this option, you can "Choose account' to Practice/Real/Margin. You can "Add/Remove" any amount of your balance on the right side where it says "-100". As well you can choose the currency where it says "USD" on the right. The amount of the actual balance will be shown on the left side where it says, "USD -100". You can put any amount, currency or the way of the transaction you like.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Trader%20Deposit%20CRM.png" width="600" height="188" alt=""></p>
<p>5. These transactions will be displayed right here.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Transactions%20History%20CRM%20.png" width="600" height="223" alt=""></p>
<p>You can also check the amount by going directly to your account on Podcator and selecting the account you've just added money to.</p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 32
[staff_article] => 0
[datecreated] => 2024-01-19 11:35:20
)
[2] => Array
(
[slug] => applying-subscription
[subject] => Applying Subscription
[description] => <p><video width="510" height="255" 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>
<p><span style="font-size:14pt;">1. Open the Podcator app: https://app.podcator.com/</span></p>
<p><span style="font-size:14pt;">2. Press on "Manager" option on the left side of the settings bar.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="50" height="301" alt=""></p>
<p><span style="font-size:14pt;">3. In the top row find "Users".</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="400" height="33" alt=""></p>
<p><span style="font-size:14pt;">4. Choose the user and find the "Edit profile" grey button in the top right corner.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="600" height="91" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Edit%20User%20Profile%20Platform.png" width="600" height="113" alt=""></p>
<p><span style="font-size:14pt;">5.Go to "Profile" and press "Subscription" to select the plan. You can also update the expiration date in "Expires In"</span>.</p>
<p><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>
<p><span style="font-size:14pt;">6. Scroll down and find the "Submit" button.</span></p>
<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=""></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 33
[staff_article] => 0
[datecreated] => 2024-01-19 11:45:32
)
[3] => Array
(
[slug] => finding-faq
[subject] => Finding FAQ
[description] => <p>To find FAQ visible for every user/admin, use the link: https://crm.podcator.com/knowledge_base</p>
<p>Or remove "admin/" from the following link: https://crm.podcator.com/admin/knowledge_base</p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 34
[staff_article] => 0
[datecreated] => 2024-01-19 11:51:14
)
[4] => Array
(
[slug] => enabling-disabling-practice-real-acc
[subject] => Enabling/disabling practice/real acc
[description] => <p><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Enabling%20Disabling%20Practice%20Real%20Account%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. Go to the "Admin" button in the settings on the left side of the page. Press on "Trading" out of the faling list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20CRM.png" width="250" height="228" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20Trading%20CRM.png" width="250" height="198" alt=""></p>
<p>2. Scroll down to see configurations, choose enable/disable the practice/real account by pushing on the bullet. </p>
<p><img src="https://crm.podcator.com/media/website/KB/CRM/real%20and%20practice%20acc%20config.png" width="387" height="186" alt=""></p>
<p>3. Press "Submit". </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 44
[staff_article] => 0
[datecreated] => 2024-02-05 15:42:05
)
[5] => Array
(
[slug] => removing-id-verification
[subject] => Removing ID verification
[description] => <p>By default the ID verification will be always on.</p>
<p></p>
<p>How to remove Identification. <br>1. Log in the app.</p>
<p>2. Find the "Admin"<span style="font-size:12pt;"> button on the left bottom corner. </span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Admin%20Platform.png" width="94" height="283" alt=""></p>
<p>3. Go to "Identity" on the settings list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Admin%20Identity%20Platform%20.png" width="250" height="256" alt=""></p>
<p>4. Choose the first option "Enable Identity System" and press "On"/"Off" to turn it on or off.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Enable%20Identity%20System%20Platform.png" width="600" height="166" alt=""></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 45
[staff_article] => 0
[datecreated] => 2024-02-07 08:46:44
)
[6] => Array
(
[slug] => adding-default-tokens
[subject] => Adding default tokens
[description] => <p>How to make it so the default Watchlist information showed the currencies you want.</p>
<p>1. Set the list of the currencies you want to be featured by default. For example:</p>
<p>BITSTAMP:USDT/USD<br>BITSTAMP:USDT/EUR<br>BITSTAMP:XRP/USDT<br>KRAKEN:XMR/USDT<br>BINANCE:ETH/BTC<br>KRAKEN:BTC/USDT<br>BINANCE:EOS/USDT<br>BINANCE:DASH/USDT</p>
<p>2. Go to "Admin" in the settings list. Choose "General settings" from the falling list. </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20CRM.png" width="250" height="228" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20General%20Settings%20CRM.png" width="250" height="200" alt=""></p>
<p>3. Scroll down to "<span>Starting watching list pair when new user signup</span>". Put in your currencies list. Press "Submit". </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Watching%20List%20CRM.png" width="600" height="278" alt=""></p>
<p></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 46
[staff_article] => 0
[datecreated] => 2024-02-07 08:54:09
)
[7] => Array
(
[slug] => how-to-assign-trader-to-a-lead
[subject] => How to assign trader to a lead
[description] => <p>If you assign a manager to a lead that has a customer, that manager will be assigned as the admin for that customer.</p>
<p>How to assign the manager:</p>
<p>1. Go to the "Traders" on the settings panel and choose the user you'd like to assign your manager to. </p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""></p>
<p>2. Choose the user and click on "View Profile". </p>
<p><img src="https://crm.podcator.com/media/website/KB/CRM/traders-%3E%20view%20per%20profile.png" width="331" height="260" alt=""></p>
<p>3. Click on the "Profile" and choose "Trading admins" button. Press on "Assign Admin" button.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Trader%20Admins%20CRM.png" width="600" height="235" alt=""></p>
<p>4. Assign the admin out of the falling list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Assign%20Admin%20Dropdown%20CRM.png" width="600" height="311" alt=""></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 48
[staff_article] => 0
[datecreated] => 2024-02-08 15:51:27
)
[8] => Array
(
[slug] => select-predifined-values-in-balance
[subject] => Select predefined values in balance
[description] => <p>1. Go to the "Admin" on the left side of the settings panel. Choose "Trading" from the falling list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20CRM.png" width="250" height="228" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Admin%20Trading%20CRM.png" width="250" height="198" alt=""></p>
<p></p>
<p>2. Find "Balance modifyment"option at the bottom of the page and insert there your balance methods.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Balance%20Modify%20CRM.png" width="600" height="223" alt=""></p>
<p>3. To find how it looks in the result, you go to "Manager".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Manager%20CRM.png" width="250" height="228" alt=""></p>
<p>4. Choose "Users" option from the falling list.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Manager%20Users%20CRM.png" width="250" height="305" alt=""></p>
<p>5. Select a user and input how much has to be added.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Predefined%20Value%20CRM.png" width="600" height="214" alt=""></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 49
[staff_article] => 0
[datecreated] => 2024-02-08 15:58:54
)
[9] => Array
(
[slug] => crm-login-notification
[subject] => CRM login notification
[description] => <p>1. CRM URL should be enabled on the platform</p>
<p><img src="https://img001.prntscr.com/file/img001/kroaQMHRSkyomaVeHHftXQ.png" width="270" height="295" alt="kroaQMHRSkyomaVeHHftXQ.png"></p>
<p>2. Enable the "Login Notification".</p>
<p><img src="https://img001.prntscr.com/file/img001/hDZsEBOxTymtjS4CbuMmPw.png" width="301" height="298" alt="hDZsEBOxTymtjS4CbuMmPw.png"></p>
<p>3. This custom_field should be added.</p>
<p><img src="https://img001.prntscr.com/file/img001/ayKUluHNQzabhK5Uc3557Q.png" alt="ayKUluHNQzabhK5Uc3557Q.png" width="408" height="317"></p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 50
[staff_article] => 0
[datecreated] => 2024-02-08 16:06:49
)
[10] => Array
(
[slug] => faq-non-staff-member
[subject] => FAQ - Non Staff Member
[description] => <p>Nanza CRM incorporates a unique feature referred to as the Non-Staff Member. This functionality allows you to include contract workers or freelancers to participate in projects without officially being employed by your organization. <br><br>However, there are certain restrictions in the CRM for Non-Staff Members.<br><br>Here's an enumeration of the attributes inaccessible to the Non-Staff Members:<br><br>- Announcements<br>- Newsfeed Wall<br>- Leads<br>- Support – Initially designated as NO, you can modify this according to your necessities at Setup->Settings->Tickets<br>- Public Calendar Events<br>- Google Calendar Events<br>- Goals.<br><br>Additionally, you have the flexibility to provide extra Permissions to this Non-Staff Member. For example, the Invoice [VIEW] permission permits the Non-Staff Member to access particular areas.<br><br>In case there's a requirement to designate a user as a Non-Staff Member, navigate to Setup->Staff, select the relevant user, and then tick the checkbox titled Not Staff Member.</p>
[active_article] => 1
[articlegroup] => 9
[articleid] => 65
[staff_article] => 0
[datecreated] => 2024-06-29 06:11:35
)
)
)
)
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