Currently, the system does not allow us to filter by status (flags). It would be extremely beneficial if we could have the option of selecting entries/ ISF, etc by status/ flag.
Presently notification only contain PGA review, PGA May proceed. I am requesting that the notification include the PGA involved, line number and PGA status. In the attached example there were 4 lines of data entered and 5 lines of PGA messages. If...
Filter Contract ID Menu Based on Mode Selection in Contract Mgr
General Description: Full Service Upload is where contracts may be uploaded to be translated by our Production team. Users select a radio button to designate what mode the contract pertains to, however, the contract ID menu show contract IDs for a...
General Description To assist users in searching and maintaining Leads, should the CRM add a new field to store the name of the Lead record as unique from the name of the business? Current Functionality The Magaya CRM currently stores two fields w...
Kaleb Ghilardi
9 months ago
in Magaya CRM
0
Planned
General Description The integration between the Magaya CRM and Magaya Supply Chain syncs the below records: Lead to Quote Account to Customer Contact to Contact Opportunity to Quote This change would add a sync between the two systems so that the ...
Kaleb Ghilardi
about 1 year ago
in Magaya CRM
0
Planned
General Description Provide customers with the ability to programmatically define the type of Opportunity created by source so that new Opportunities from Supply Chain can be set to something other than Quote. Current Functionality When generating...
Kaleb Ghilardi
about 1 year ago
in Magaya CRM
0
Planned
Presently the system will print the 7501 and indicate a message on the dashboard. I would like the message to still appear on the dashboard but the 7501 not print. Once the 7501 prints the entry is added to the auto billing platform. This causes c...
0
Prioritized
