Magaya Ideas Portal

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Add NAC to Surcharge Manager

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.
Morgan Hill over 1 year ago in Magaya Rate Management 0

Pass Lead Group on Convert

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 ...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Allow users to manage display of summary charts

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...
Kaleb Ghilardi 7 months ago in Magaya CRM 0

CRM Email Integration Enhancements

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...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Collapse Shopping Cart When Nothing Is In It

The Shopping Cart takes up unnecessary real estate in the UI and should be collapsed unless there is something worthy of keeping it expanded, like a Quote or the Xeneta feed. The area should be reduced an appropriate amount. Non-Xeneta enabled vie...
Morgan Hill over 2 years ago in Magaya Rate Management 0 Planned

Add Accounts to Campaign Type

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

Modify Labels and display of existing fields

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

Translation of CRM into French

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 ...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

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...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

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...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0