Magaya Ideas Portal

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Magaya CRM

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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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year ago in Magaya CRM 0

Activity Grid Filter Enhancements

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...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Lead Quick Note Modification

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...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Add an edit comment feature to Activities

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...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0