General Description Modify the Lead conversion process so that the CRM checks automatically if the Account created as part of the Lead conversion exists or not. If it doesn't then create it, if it does then link the created records to it. Current ...

Hello there, The HTS of 4602.19.2940 can be automatically AQ1 disclaimed and also the HTS of 3824.99.9397 can be automatically FD3 disclaimed. If those HTS can be disclaimed automatically, it would increase our working efficiency a lot. Please let...

Currently we have to use 2 systems, and have a extra driver and truck on the road because we cannot add a entry 86 from another client to a already existing entry 86 that was created via API. We have several customers that send us entry 86 via CSV...

Currently MCC shares user entered notes and shipment events in one space - requesting to either have two different locations for notes and events or if they must share the same space - have the user entered notes prioritized and on top of the ship...

Good Day Team, I've had a few requests for a Single Entry Bond Calculator. I understand this will take significant development and timeline will be volatile. However, if this is something you're able to approve, it'll add a lot of value to our ABI...

General Description Support integrating the Aircall phone system into the Magaya CRM. A 3rd Party tool designed to facilitate call capture using soft phones and an integrated CRM. For more information see: https://aircall.io/call-center-software-i...

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

independent importer filters for each transaction type (ISF, 7501, 7512 etc.) specifically when training to minimize errors and give access to certain importers that the employee has been thoroughly trained on

General Description The CRM supports adding comments to activities after they hvae been created. These comments can store specific notes about the activity which will not be included in any reporting or documentation but remain visible to the user...

From Metro: "Statement from our internal team: When you save a quote as a draft and you come back to it, you don't have the rate search screen to check what was entered so it would be good to see it on the quote while quoting. Where as at the mome...