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
about 1 year 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
about 1 year 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...
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...
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 ...
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...
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 ...
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