Magaya Ideas Portal

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Magaya CRM

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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 7 months 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 7 months 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 7 months ago in Magaya CRM 0

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

Require Defer Date in Opportunity

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

Standard Lead and Opportunity Stages

General Description Administrators of a customer’s CRM can create and update custom record status values for each stage of each entity. In order to better align with Supply Chain and support future integrations should we constrain the edit of the ...
Kaleb Ghilardi about 1 year ago in Magaya CRM 1