Magaya Ideas Portal

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Magaya CRM

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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 7 months ago in Magaya CRM 0

Add outlook notification to shared activities

General Description When an activity is shared with another user and has an Exchange event created include this exchange event in the Shared user’s outlook. Current Functionality Users can integrate individual emails between the Magaya CRM and the...
Kaleb Ghilardi 7 months ago in Magaya CRM 0 Planned

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 7 months ago in Magaya CRM 0

Add a filter to the Analytics area for Group

General Description Add the ability to filter each section of the Analytics module by available assigned Groups. Groups are applied to Accounts, Contacts or Leads and filters should reference regarding parent record where necessary. For example, f...
Kaleb Ghilardi 7 months ago in Magaya CRM 0

Group Multi-select from Views

General Description Allow users to select multiple existing groups when filtering for records in list views. Currently users can select to see one group or records in all groups. Users would like to be able to select multiple groups specifically t...
Kaleb Ghilardi 7 months ago in Magaya CRM 0

Activity Grid Filter Enhancements

General Description Enhance the Acitivty list view to include additional options for filtering for Activity of the Type "Lead Created" and an ability to bulk delete records. Current Functionality From the Activity list users today can filter for r...
Kaleb Ghilardi 7 months ago in Magaya CRM 0

Display Record ID Numbers

General Description To help make searching for records throughout the CRM simpler and to provide users with identification numbers that they can give to customers, add the current Magaya CRM Record IDs to the top ribbon of each record and allow us...
Kaleb Ghilardi 7 months ago in Magaya CRM 0 Prioritized

Display posts from linked social media accounts

General Description Currently the CRM links social media accounts for the Accounts and Contacts. These accounts could be synced to display posts from the related sites. Current Functionality The Magaya CRM Account entity has individual fields for ...
Kaleb Ghilardi 7 months ago in Magaya CRM 0

Quote Suffix

General Description Currently the CRM supports a custom Prefix while Supply Chain supports both a custom Prefix and Suffix. Add the custom Suffix to the CRM quote logic. Current Functionality For each Supply Chain instance integrated to a customer...
Kaleb Ghilardi 8 months ago in Magaya CRM 0

Support for Supply Chain Divisions

General Description Add Supply Chain divisions to CRM security model and pass information between the two systems to control record accesss. Current Functionality Divisions are included in the sync between the Magaya CRM and Magaya Supply Chain un...
Kaleb Ghilardi 9 months ago in Magaya CRM 0