Please calculate the margin within the Hub like this: (sell rate-buy rate)/buy rate and not as a ratio of the selling rate. 15$ markup on a buy rate of 100$ should result in 15% margin and not 13.04%.
Add Dynamic Search Bar to Contract ID in Contract Mngt
General Description: When uploading an Amendment, users must select a Contract ID from the required dropdown menu. For larger customers, this becomes more of a challenge despite being able to type the first letter for the menu to jump to that plac...
General Description To assist users in searching and maintaining Leads, should the CRM add a new field to store the name of the Lead record as unique from the name of the business? Current Functionality The Magaya CRM currently stores two fields w...
Kaleb Ghilardi
8 months ago
in Magaya CRM
0
Planned
Presently the system will print the 7501 and indicate a message on the dashboard. I would like the message to still appear on the dashboard but the 7501 not print. Once the 7501 prints the entry is added to the auto billing platform. This causes c...
Filter Contract ID Menu Based on Mode Selection in Contract Mgr
General Description: Full Service Upload is where contracts may be uploaded to be translated by our Production team. Users select a radio button to designate what mode the contract pertains to, however, the contract ID menu show contract IDs for a...
General Description The integration between the Magaya CRM and Magaya Supply Chain syncs the below records: Lead to Quote Account to Customer Contact to Contact Opportunity to Quote This change would add a sync between the two systems so that the ...
Kaleb Ghilardi
11 months ago
in Magaya CRM
0
Planned
Load a template on a 7512 created from a tally out
Good morning team, We very often create 7512s from tally outs. And very often the information highlighted on the attached form is the same on the 7512s. We created a 7512 template with the repetitive information, but when we load it on a 7512 crea...
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
12 months ago
in Magaya CRM
0
Planned
Updating container via API connection and/or template for incoming shipments
We are trying to accomplish updating ETA on shipments automatically, so brokerage team can concentrate on entry writing versus updating shipments manually. 4 of my high volume importer use JAS Forwarding platform for tracking all incoming containe...