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Magaya CRM

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Add additional aggregate charts to the Analytics section

General Description Enhance the Magaya CRM's Analytics section to support report grouping by date; year, month, day. Current Functionality The Magaya CRM's Analytics section provides summary reporting on metric values for Opportunities, Activities...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

CRM Email Integration Enhancements

General Description Enhance the CRM's Outlook integration to support drag and drop of emails to the CRM as new Activitites and allow users to determine whether to automically include emails based on subject or email chain in addition to the curren...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Add Accounts to Campaign Type

General Description Enhance the Campaign functionality of the Magaya CRM so that administrators can create Campaign Types where the target of the Campaign is the Account entity. Allow users to create campaigns and associate Accounts when the Campa...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0 Planned

Modify Labels and display of existing fields

General Description The available fields and their location within the Magaya CRM currently cannot be modified outside of adding custom fields. This change would modify the Setup screens to allow Organizational Administrators the ability to contro...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0 Planned

Translation of CRM into French

General Description Add an option to the Language selection settings in the top ribbon of the Magaya CRM to translate the front end into French. Current Functionality The Magaya CRM currently allows users to select whether to use the CRM with all ...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Add new chart to the HUB for Top Opportunities by Customer

General Description Add a chart following the same layout as the “Quick Notes by Customer (Top 10)” or "Activities by Customer (Top 10)" charts but showing “Opportunities by Customer (Top 10)”. Include the same drill down functionality so that...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Automatically notify manager when an activity is created

General Information Add a feature be added to autmatically add a notificiation to the User’s manager each time they create a new Activity. Current Functionality Manager is defined in the Setup of Rep users: Managers are not notifie...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Add a filter to the Analytics area for Group

General Description Add the ability to filter each section of the Analytics module by available assigned Groups. Groups are applied to Accounts, Contacts or Leads and filters should reference regarding parent record where necessary. For example, f...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Group Multi-select from Views

General Description Allow users to select multiple existing groups when filtering for records in list views. Currently users can select to see one group or records in all groups. Users would like to be able to select multiple groups specifically t...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Activity Grid Filter Enhancements

General Description Enhance the Acitivty list view to include additional options for filtering for Activity of the Type "Lead Created" and an ability to bulk delete records. Current Functionality From the Activity list users today can filter for r...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0