Magaya Ideas Portal

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Magaya CRM

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Support for Supply Chain Divisions

General Description Add Supply Chain divisions to CRM security model and pass information between the two systems to control record accesss. Current Functionality Divisions are included in the sync between the Magaya CRM and Magaya Supply Chain un...
Kaleb Ghilardi 9 months ago in Magaya CRM 0

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

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

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