Magaya Ideas Portal

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Magaya CRM

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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 9 months 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 about 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 about 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 over 1 year ago in Magaya CRM 0

New CRM Reports

General Description Add to the CRM's Report tab under the Toolkit, 2 addtional reports: Sales lost to competitor Lead and Opportunity summary by stage and record owner Current Functionality Sales lost by competitor is not an available report, thou...
Kaleb Ghilardi 5 months ago in Magaya CRM 0

Move Recalculate Analytics Data

General Description Information displayed in the Magaya CRM Analytics module Opportunities section can be set by organizational administrators to display all records within the CRM or only those closed after a specific date. The control for this t...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

SMS Push Notifications

General Description Add functionality to the CRM so that users can send a text message to a Contact's listed cell phone number. Current Functionality None Future Functionality Add an option, under the existing Cell Phone options drop down in the C...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

Add Charges to Leads

General Description Add the Charges tab currently displayed in Opportunities where a quote has been generated in Magaya Supply Chain to the Leads where a quote has been generated in Magaya Supply Chain. Current Functionality Opportunity records th...
Kaleb Ghilardi 6 months ago in Magaya CRM 0 Planned

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

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