Magaya Ideas Portal

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Magaya CRM

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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 7 months ago in Magaya CRM 0

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 7 months ago in Magaya CRM 0

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 7 months 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 7 months 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 7 months ago in Magaya CRM 0

Custom Option Sets in Additional Fields

General Description Expand the functionality of the Additional Fields feature in the setup of Accounts & Contacts to allow customers to add custom option set fields (Response Options). Current Functionality Customers can add additional fields ...
Kaleb Ghilardi 7 months ago in Magaya CRM 0 Planned

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