General Description To help make searching for records throughout the CRM simpler and to provide users with identification numbers that they can give to customers, add the current Magaya CRM Record IDs to the top ribbon of each record and allow us...
Kaleb Ghilardi
about 1 year ago
in Magaya CRM
0
Prioritized
General Description Currently the CRM links social media accounts for the Accounts and Contacts. These accounts could be synced to display posts from the related sites. Current Functionality The Magaya CRM Account entity has individual fields for ...
General Description Currently the CRM supports a custom Prefix while Supply Chain supports both a custom Prefix and Suffix. Add the custom Suffix to the CRM quote logic. Current Functionality For each Supply Chain instance integrated to a customer...
Programatically verify that account exists in Lead Conversion
General Description Modify the Lead conversion process so that the CRM checks automatically if the Account created as part of the Lead conversion exists or not. If it doesn't then create it, if it does then link the created records to it. Current ...
General Description Add Supply Chain divisions to CRM security model and pass information between the two systems to control record accesss. Current Functionality Divisions are included in the sync between the Magaya CRM and Magaya Supply Chain un...
General Description stop users from generating certain records based on security. The idea here would be that the customer can define if a user can or cannot create a certain CRM entity such as Accounts or Opportunities. In this we could also add ...
General Description Support integrating the Aircall phone system into the Magaya CRM. A 3rd Party tool designed to facilitate call capture using soft phones and an integrated CRM. For more information see: https://aircall.io/call-center-software-i...
General Description The CRM supports adding comments to activities after they hvae been created. These comments can store specific notes about the activity which will not be included in any reporting or documentation but remain visible to the user...
Align and map CRM Solutions with Supply Chain Payment Terms
General Description The Magaya CRM permits users to define custom Solution Terms in the CRM but overwrites these values in each Opportunity record with the selected option in the Supply Chain Quote once set. The value does not pass from the CRM to...
General Descipiton: Allow the customer to add, remove and change options in the currently hard coded option sets found throughout the CRM. Add a control section to the Setup of the CRM to allow users to modify these values as they would Groups or ...
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