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...
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...
General Description Modify the note creation from the Lead’s phone call icon so that it links automatically to the spawning Lead and does not include the Contact, Account, or Opportunity links. Current Functionality Currently the functionality whe...
General Description Allow users to modify comments added to an activity after they have been saved. Current Functionality Currently after adding a comment to an activity nothing can be done to that comment. For more information about activities in...
General Description Provide customers with the ability to programmatically define the type of Opportunity created by source so that new Opportunities from Supply Chain can be set to something other than Quote. Current Functionality When generating...
Kaleb Ghilardi
7 months ago
in Magaya CRM
0
Planned
Rename CRM entities and tabs to be in line with Supply Chain
General Description Change the default naming convention for entities and tabs within the Magaya CRM to follow more closely the nomenclature in Magaya Supply Chain. Current Functionality The Magaya CRM follows a standard CRM naming convention whic...
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
General Description When an opportunity is deferred in the Magaya CRM, users have the option to select a date to remind them to come back to the Opportunity as well as a note detailing why the opportunity is being deferred. Neither of these fields...
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 ...
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...
0