Customers have specific surcharges applied to NAC rates that would need to override FT and their Contracts. We need to add a NAC field as a dynamic search sourced from Group Name of the Named Accounts card in the Control Panel.
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 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...
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
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
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 ...
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...
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...
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...
0
Planned
