Downloading Buy and Sell information from the info panel only provides for PNG format. Give users the option to download to Excel or HTML with a disclaimer that once information is downloaded and changed, the source information is lost and Magaya ...

Create workflow to allow users to assign lanes to different users/departments to have other users contribute their localized pricing to quotes.

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...

Brought up on 5/15 - talk to Dan and Justine

Allow users to register and sign in with their linkedin account.

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.

Allow users to add custom language in the body of the email they send to customers with quotes. This would be an enhancement to the Email Options Section, adding a "Body: Custom Message" line item. the type in blue would be where the user can clic...

Customers have various margin tiers for customers. Add ability to set margin by tier. Allow user to define tier name and add up to 5 tiers (for now). Info Panel needs to have a reference to this Tier called "Service Level". Service Level should be...

It would be great if the Importer accounts could have file folders under their docs to separate the USMCA forms from other account documents such as POA. This would allow better organization and visibility of the account documents

For charges like Insurance and VAT, users need to calculate a percentage of the total of several charges. Perhaps introduce a flag of some kind in Surcharge Mgr so a User cannot move a quote to the Shopping Cart until the percentage charge is link...