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
10 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
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...
Our client Royal Emerald Motors is being told by CBP in the port of Blaine that the font size on the 7501s they are providing to be stamped at time of crossing is too small. They want they font size increased to make the more legible and easier to...
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...
Updating container via API connection and/or template for incoming shipments
We are trying to accomplish updating ETA on shipments automatically, so brokerage team can concentrate on entry writing versus updating shipments manually. 4 of my high volume importer use JAS Forwarding platform for tracking all incoming containe...
Ability to add a disclaimer by mode, i.e. air disclaimer or ocean disclaim
Disclaimers for different modes have different requirements. Would like to be able to create a disclaimer for air shipments and ocean shipments (FCL/LCL) and automatically append based on mode selected during quote.
It would be great to have on the Customers portal > Quotations > Your quotations a button next to each quote to re-quote expired quotations. This would take (copy) the same previous chosen characteristics for example POL, POD, Container Type...
0
Already exists
