Magaya Ideas Portal

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Lead Quick Note Modification

General Description Modify the note creation from the Lead’s phone call icon so that it links automatically to the spawning Lead and does not include the Contact, Account, or Opportunity links. Current Functionality Currently the functionality whe...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Add an edit comment feature to Activities

General Description Allow users to modify comments added to an activity after they have been saved. Current Functionality Currently after adding a comment to an activity nothing can be done to that comment. For more information about activities in...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Rename CRM entities and tabs to be in line with Supply Chain

General Description Change the default naming convention for entities and tabs within the Magaya CRM to follow more closely the nomenclature in Magaya Supply Chain. Current Functionality The Magaya CRM follows a standard CRM naming convention whic...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Require Defer Date in Opportunity

General Description When an opportunity is deferred in the Magaya CRM, users have the option to select a date to remind them to come back to the Opportunity as well as a note detailing why the opportunity is being deferred. Neither of these fields...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Add Incoterm to General section of Quote Form Builder

No description provided
Morgan Hill over 2 years ago in Magaya Rate Management 0

UPDATE FROM AMS QUERY RESULTS

Dear Team, When we do the HBL AMS query, we usually click the "update entry from with query result". But if the bill of lading has a modified quantity, the quantity filled in by the system will not use the amended quantity, but the original quanti...
Guest about 1 year ago in Magaya Customs Compliance (ACELYNK) 0

Parts Database per Importer

We would like to see a function where we can export a parts database onto an Excel Spreadsheet with current duty rates to include the China tariffs. This is a requirement for some of our clients that are making yearly projections. Thank you.
Guest over 1 year ago in Magaya Customs Compliance (ACELYNK) 0 Already exists

Grid Settings Default by Org

Org level Grid Customizations instead of at the User level. Org Settings Grid Setting at Org level set by Admin Account only When checked, disable gear icon in all grids
Morgan Hill over 2 years ago in Magaya Rate Management 0

Role Mngt - Add "Show Current Members" filter

Users have to scroll through the whole list to see who is a current member of the Role.
Morgan Hill over 1 year ago in Magaya Rate Management 0

Role Mngt - Add Look-up field in the "Members" tab

Users have to scroll through the list to get to a specific user. Being able to search for a specific user will speed up the ability to add users to a role.
Morgan Hill over 1 year ago in Magaya Rate Management 0