Magaya Ideas Portal

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My ideas: Magaya CRM

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Scan Business Card to Account

General Description: The feature would allow a user to open a dialogue in the mobile CRM version through which they could take a pic of the person's business card after which the CRM would parse the information from the Business Card into an Accou...
Kaleb Ghilardi almost 2 years ago in Magaya CRM 0

New CRM Reports

General Description Add to the CRM's Report tab under the Toolkit, 2 addtional reports: Sales lost to competitor Lead and Opportunity summary by stage and record owner Current Functionality Sales lost by competitor is not an available report, thou...
Kaleb Ghilardi 12 months ago in Magaya CRM 0

Move Recalculate Analytics Data

General Description Information displayed in the Magaya CRM Analytics module Opportunities section can be set by organizational administrators to display all records within the CRM or only those closed after a specific date. The control for this t...
Kaleb Ghilardi 12 months ago in Magaya CRM 0

SMS Push Notifications

General Description Add functionality to the CRM so that users can send a text message to a Contact's listed cell phone number. Current Functionality None Future Functionality Add an option, under the existing Cell Phone options drop down in the C...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Add Charges to Leads

General Description Add the Charges tab currently displayed in Opportunities where a quote has been generated in Magaya Supply Chain to the Leads where a quote has been generated in Magaya Supply Chain. Current Functionality Opportunity records th...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0 Planned

Translate Custom Values

General Description The Magaya CRM allows customers to add new fields and options that are specific to their business needs, these values are not translated if the user switches languages in the CRM, instead they are displayed as originally entere...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Translation of CRM into Portuguese

General Description Add an option to the Language selection settings in the top ribbon of the Magaya CRM to translate the front end into Portuguese and translate the displayed labels and options once the user selects to change the language. Curren...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

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