Magaya Ideas Portal

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Magaya CRM

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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 over 1 year ago in Magaya CRM 0

Restrict Record Creation based on security

General Description stop users from generating certain records based on security. The idea here would be that the customer can define if a user can or cannot create a certain CRM entity such as Accounts or Opportunities. In this we could also add ...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Align and map CRM Solutions with Supply Chain Payment Terms

General Description The Magaya CRM permits users to define custom Solution Terms in the CRM but overwrites these values in each Opportunity record with the selected option in the Supply Chain Quote once set. The value does not pass from the CRM to...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Editable Standard Option Sets

General Descipiton: Allow the customer to add, remove and change options in the currently hard coded option sets found throughout the CRM. Add a control section to the Setup of the CRM to allow users to modify these values as they would Groups or ...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Scan Business Card to Account

General Description: The feature would allow a user to open a dialogue in the mobile CRM version through which they could take a pic of the person's business card after which the CRM would parse the information from the Business Card into an Accou...
Kaleb Ghilardi almost 2 years ago in Magaya CRM 0

Mobile Site Enhancements

General Description To better help user's navigate the Magaya CRM's Mobile version with ease, update the UI to add a link to filter for only the current user's records on all screens, as well as several adjustments to the positioning of elements a...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

Allow users to manage display of summary charts

General Description The Magaya CRM's Forecast and Analytics sections include summary charts of the returned information. This change would add a toggle, available to all users, to hide these charts to allow for additional room for the displayed ta...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

Add additional aggregate charts to the Analytics section

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...
Kaleb Ghilardi 7 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 8 months ago in Magaya CRM 0

Aircall VOIP Phone System Integration

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...
Kaleb Ghilardi 9 months ago in Magaya CRM 0