Bronze Silver Gold Platinum Diamond

02. Broadcast Email to Members, Prospects and Special Interest Groups

Marketplace Broadcasting to Members Manager
Member Group Which Display Balances
Create Multiple Clients Fee Plans Groups
Create Multiple Clients Status Codes Groups
Member Bulk In-Email Broadcasting System
Create New Email Broadcast
Broadcasting Emails to Prospects
Member Selector for Special Interest Groups
Exchange Member Group Selector/Creator
No Threshold Unlimited Daily Email Broadcast to Members
No Threshold Unlimited Daily Email Broadcast to Prospects

15. Member Directory Features

Member & Contact Directory
Show Member Balances In Directory
Marketplace Search By Locations
Competitor Marketplace Blocker
Show Member Status In Marketplace

18. Merchant OnTrade EPoS (Electronic Point of Sale) Features

Merchant Electronic Point of Sale Swipe Card Terminals
Validate Card Format

28. IPOS (Internet Point of Sale) Application

Enable IPOS Terminal
Enable IPOS Terminal Card Transactions
Enable IPOS Terminal Account Transactions
Enable IPOS Terminal to Redeem Certificates
IPOS Pay Someone by Email or Mobile + Ambassador
Enable IPOS Terminal Transaction History List
Ipos Web Path

29. Employee and Ambassador Commission Reports

Employee Commission Reporting
Show Employees Commission
Enable Commission for Line Manager
Enable Commission for Area Manager
Enable Commission for Member Ambassador
Enable Commission for Partner Ambassador

30. Member Start Menu Options

Enable Client Mega Apps Menu
Enable Member Ecommerce Start Menu

Client Management Settings

Enable Ecommerce Marketplace Page as Default
Limited Open Access to Local Exchange Marketplace
Limited Open Access to Marketplace Members Offers
Limited Open Access to Marketplace Members Wants
Limited Open Access to Global Marketplace Exchange Offers
Limited Open Access to Marketplace Members Categories
Limited Open Access to Marketplace Member Locations
Enable Scrip/Voucher Escrow Account

Client Purchase Profile

Trade Purchase Request Planning System
Member Quick Purchase Request Planner
Member Detailed Purchase Request Planning Wizard

Credit Matrix

Credit Line Issuing Assistant Matrix System
Show Feature To Edit Client's Credit Matrix
Line of Credit Matrix Review Report
Brokers Comment and Rating of Member
Credit Issuing Matrix Assistant
Member Can View Own Line of Credit Matrix Score
Members Can View Own Credit Matrix Score/ Charts

Document Setting

E-Sigin Contract Requests
Document Vault Member Sharing

Employees and Office/Divisions Features

Show Multiple Employees
Enable Multiple Offices/Divisions
Set Multiple Exchange Employees
Create New Multiple Offices/Divisions

Exchange Account Settings

Accounting Trade Volume & Balances Summary
Accounts Receivable Aging Report
Cash Account Payments Report
End of Month Statement Processing
Accounts Cash Payment Cards Reports
Member Bank Accounts Reports
Monthly Trade History Summary Reports
1099B Generator for IRS Tax Reporting
Payment Card Gateway Processor API
Collect Trade Tax On Trade Fees
Exchange Auto Fee Collection Threshold
Enable PayPal Payment Processor API
Enable PayPal for Exchange Fees
Corporate Trading Credit Control Paid Invoices Report
Corporate Trading Credit Control Unpaid Invoices Report

Exchange Clients Settings

Exchange Member Reporting System *
Member Activity & Account Balances Summary
Member Access Status, Sign Up & Renewal Report
Member Trading Activity Reports
Member Purchase Activity & Performance Report
Member Sales Activity & Performance Report
Member Marketplace Activity & Performance Report
Members Addresses and Latitude/Longitude Lookup Report
Member Contact Status and Email Report
Members Profiles, Logos, Websites and Directory Listed Report
Member Taxable Sales Report
Employees to Employee Member Transfer System
Members - Filtered By Office and Brokers
Clients - Filter By Location
Show Client's Renewal Options
Show Client's Contact Options
Show Client's Tax Sales Report
Show Client Accounts
Create New Trade, Cash And Point Account
Employee/Branch Account Reports

Exchange Prospect & Referrals

Sales Prospect & Referral Manager
Create New Sales Prospects and Referrals
Transfer Prospects to Sales Consultants
Online Registration With Payment Cards Details

Exchange System Settings

Responsive Design Marketplace and Directory
Enable Responsive Design for Home page
Enable Region Top Menu
Show System Manager
Show Status Codes
Show Fee Plans
Transaction Fee Payment Method Notice
Show Tax Reporting
Immediate Auto Fee Collection Service

General Settings

In-Email Messaging System
In-Email & Broadcasts Default Email Address
Email Notify Member Content Changes To Broker
Customized Email - Fax Transaction Notifications
Client Message Inbox
Client Message Sent Box
Client Message Draft Box
Client Message Deleted Box
Member to Member Email Messages
Client Create New Messages
Enable SMS TEXT Processor API

GETS Exchange Settings

Dedicate Primary Website URL
Secondary Dual Website URL
System International Culture Setting
Custom Hyperlinks URL Prefix
Custom Media File URL Prefix
Web Analytics Script Monitoring API - Google, Yahoo
Create Multiple Sub Trade Exchanges
Custom Home Content URL
Client Help and Demonstration Videos
Custom SSL URL 1
Custom SSL URL 2
Custom SSL URL 3
Custom SSL URL 4
Custom SSL URL 5
Web API's
Enable Third Party LEFT Bottom Script Popups
Enable Third Party RIGHT Bottom Script Popups
Enable Access To Child Exchange
Enable Registration Plan
Promotion Code

Global Marketplace Exchange Features

Disable Global Search Include Description
Global Marketplace Exchange Access
Global Marketplace Exchange RSS Feeds
Global Marketplace Exchange Subscriptions Manager
Create New Global Marketplace Subscription
Global Marketplace Subscription Feeds In
Global Marketplace Subscription Feeds Out
Global Marketplace Alert Notice
Enable Global Search Include Global Offers

Loyalty Programs

Member2Consumer (M2C) Loyalty Exchange System
Select Loyalty Exchange Treasury Account
Create Multiple Loyalty Exchange Systems

Marketplace Scrips

Create Scrip Certificate on Cell Phone
Redeem Mobile Cell Scrip Certificate
Marketplace Certificate Creator
Certificate Creator and Printer
Coupon/ Scrip Certificate Redemption System
Coupon/ Scrip Certificate QR Code Creator/ Reader
Enable Edit Trade Percent for Scrip

Marketplace Settings

** Show Marketplace Member Directory
Member Marketplace Offer Adverts
Marketplace Sales Opportunities
Marketplace Members Goods and Services Category Listings
Show Marketplace Cart Items
Marketplace - Filter By Offices
Show Feature To Batch Perform
Create New Items in the Marketplace
Marketplace Custom Language For Categories
Stock Control & Inventory Transactions System
Marketplace - Disallow Variable Trade Offers
Google Earth Geo-RSS Feed
Offers/Wants Additional Detail Form
Marketplace Default Country Filter
Marketplace Categories - North American Industry Classification
Marketplace Categories - United Nations Standard Products & Services
Marketplace Categories - Yellow Pages
Marketplace Categories - Exchange Own Custom
Non Commercial Marketplace Offers Filter
Marketplace Recent Viewed Items
Only use Mega Menu Categories for Offers & Wants
Disable Header Cart
Enable Marketplace Subscription Prefrences
Enable Offer Buy Now Options
Merge Local and Global Marketplace
Enable Various Offer Currency
Stop Full Market Access Guest User
Enable Marketplace Best Offer

Matrix Settings

Custom Style Sheet Theme
Owns Master Category Translations for their Language
Customized Colour Styling CSS Themes
Standard Colour Styles CSS Themes
Selector for Custom Website Header
Select Default Dash board Theme for Exchange
Disable Menu Marketplace
Disable Menu Member Directory
Show Content Manager

Messages

Client Letter-Fax-Email Notification Creator (CRM)
Create New Member Wizard
Create Sub Accounts For Member Employees
Show Feature Import Client Data
Client Bulk Balances Uploader
Live Chat & Instant Messenger module
Member Addresses
Auto Multi-Address Geo-Data Latitude Longitude Look Up
Member Map Locations
Create Unlimited Multiple Addresses Per Member
Create Unlimited Multiple Contacts/User Per Member
Client action notice alert
Exchange Notes Task Manager
Create New Notes and Tasks
Exchange Employee Diary & Task Scheduler
Client Dairy and Task Scheduler

Mobile Settings

View Marketplace on Mobile App
View Account Balances on Mobile App
Transaction Verification Security Pin
View Transaction on Mobile App
Create New Sale Transaction
Add New Purchase on Mobile App
Find Member Look up on Mobile App
Search for Member Contact Details
Create & Receive Emails Messages
Smart Phone/ Tablet Application URL (i.e. www.Exchange.mobi)
Smart Phone Mobile Website

Prospecting and Referrals

Enable Member Ambassador Club Menu
Enable Client Ambassador Setting
Affiliate Program Member Referral Invitation Manager

Reports

Exchange Reporting Options
Full Trading Summary Report
View All Statement Reports
Full Monthly & Yearly Summary Reports
View Full Summary Reports
Exchange Management Report Creator
Exchange Management Reporting
Exchange Performance Health Check Report
Members View of the Exchange Health Check Report

Search Engine Optimization (SEO) and Social Media

Exchange Website System Title
GETS Technology Search engine optimization (SEO)
Marketplace Facebook Like Link
Share Marketplace Items on Social Media Sites API
Custom Search Engine Optimization (SEO) Meta Tags
Home Page Facebook Like Box
Twitter Feed Box Embed Script

System Access and Security Audit Features

Auto Block Multi Attempt Attack Logins
User Permission and Access Levels to System Options
Show Feature To Reset User Access
Agreement to Exchange Terms & Conditions On 1st Login
Client website Embed Login
Show User Activity Log
IP address lookup & location Checker
Member Login Audit and IP Mapping Statistics
Password Reset Option
Enable Signup Register Captcha
Enable Signup Register Verify Email with Code
Show Member Activities

System Help Manager

System Help Manual
Edit System Help Manual
View Help Videos
View Help
System Bug Reporting & Audit Service

Transaction Settings

Transactions Progress Summary Report
Transaction Detail Summary Report
Transaction Progress Tracker and User Action Report
Show Transactions Messaging Section
Transaction Broker and Member Action Notes
Transaction Account Payment Flow Audit and Invoice Creator
Show Transaction Confirmation Options
Transaction Detail Reports
Transaction Reputation Rating Feedback
Quick Transaction Creator
Create New Detailed Purchase Request
Transaction Auto Authorizations Clearance System
Auto Invoice All Transactions on Completion
Transaction Authorization Expiry Notification
Send Authorization Notices to Brokers By Email
Create New Purchase Request
Transactions - Filter By Offices
Transactions - Filter By Locations
Coupon/ Scrip Certificate Creation System
Show Transaction Quick Summary Popup [+] and Reference Number
Transaction In-Mail Message System
Member Transaction Complaint Notification
View Recurring Transaction
Transaction Additional Requirements Details and Booking Form
Add Cash Values to Transactions
Quick Add Bulk Transactions
Transaction Verification Security Pin
Member Auto Confirm Transactions Attendant
Fee Plan - Combined Purchase & Sales Trade Threshold
Enable Percentage Trade
View Shopping Cart Items
No Purchase and Sales Fees Threshold Limit
Enable Fee On Annual Renew Trans Interface