Magaya Ideas Portal

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Magaya CRM

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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 11 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 11 months ago in Magaya CRM 0

Programatically verify that account exists in Lead Conversion

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 ...
Kaleb Ghilardi 6 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 11 months 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 11 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 11 months 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 11 months 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 11 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 11 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 11 months ago in Magaya CRM 0