General Description The Magaya CRM's Forecast and Analytics sections include summary charts of the returned information. This change would add a toggle, available to all users, to hide these charts to allow for additional room for the displayed ta...
entry audit report by user/transaction stats by user
for internal review purposes of entry writers in the office to see how many rejections they are getting when submitting. this is important for performance reviews. having a report that we can easily see that even if they went in and fixed it and e...
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...
General Description For Opportunities that were generated from the Lead Conversion Process, add the generating Lead's Source field as filter to the Opportunity list view and Opportunity Export. Current Functionality Opportunity records can be crea...
Be able to free type special details that would appear directly onto the 7501 submission. See the attached 7501 by another filer. They were able to add the Gov't Contract Number to the body of the 7501 when filing.
General Description Allow customers to define Activity Types in the CRM Setup. These new activity types should be selectable in the Activity Activity Type Drop down and appear in the Activities Report & Analytics. Allow customers to hide activ...
General Description Enhance the CRM so that, for Leads where a Group has been assigned, when the Lead is converted any Account and Contact created will get assigned to the same Group value as the Lead has. Current Functionality Groups allow users ...
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