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Magaya Ideas Portal

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PINNED Different margin percentage calculation
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%.

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Showing 321 of 321

Add Lead Source as an Opportunity Filter

General Description For Opportunities that were generated from the Lead Conversion Process, add the generating Lead's Source field as filter to the Opportunity list view and Opportunity Export. Current Functionality Opportunity records can be crea...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

New CRM Reports

General Description Add to the CRM's Report tab under the Toolkit, 2 addtional reports: Sales lost to competitor Lead and Opportunity summary by stage and record owner Current Functionality Sales lost by competitor is not an available report, thou...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

ADDING 1F COLUMN TO AIR AMS DASHBOARD

WOULD BE NICE TO ADD A NEW COLUMN INCLUDING "1F" STATUS TO THE AIR AMS DASHBOARD. THIS WOULD ALSO GIVE THE CFS OPERATORS VALUABLE VISIBILITY. T86 FILERS WOULD BENEFIT FROM THIS AS WELL.
Guest 6 months ago in Magaya Customs Compliance (ACELYNK) 0

Move Recalculate Analytics Data

General Description Information displayed in the Magaya CRM Analytics module Opportunities section can be set by organizational administrators to display all records within the CRM or only those closed after a specific date. The control for this t...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

Custom Activity Types

General Description Allow customers to define Activity Types in the CRM Setup. These new activity types should be selectable in the Activity Activity Type Drop down and appear in the Activities Report & Analytics. Allow customers to hide activ...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

ADDING THE EXCLUSION NUMBERS TO PRINT ON A REPORT

WE REALLY NEED THIS DATA TO PRINT ON ENTRY SUMMARY AND SHOW UP ON EXCEL - CRITICAL
Guest 6 months ago in Magaya Customs Compliance (ACELYNK) 1

SMS Push Notifications

General Description Add functionality to the CRM so that users can send a text message to a Contact's listed cell phone number. Current Functionality None Future Functionality Add an option, under the existing Cell Phone options drop down in the C...
Kaleb Ghilardi 6 months ago in Magaya CRM 0

When transmitting from Supply Chain to Acelynk and there's no matching part# in Acelynk

Recently, I've add several entries we've transmitted and even though there's no matching part# in Acelynk the entry transmitted from Magaya to Acelynk and it randomly defaulted to an HTS# that was not correct. Since there's no error message, we we...
Guest 6 months ago in Magaya Customs Compliance (ACELYNK) 0

Importer Account Folders

Is there a way to create a folder inside the IOR account profiles to separate docs? For example the folder can contain the account documents such as POA, 5106, articles etc while another account has the USMCA documents Right now we have an account...
Guest 6 months ago in Magaya Customs Compliance (ACELYNK) 0

Pass Lead Group on Convert

General Description Enhance the CRM so that, for Leads where a Group has been assigned, when the Lead is converted any Account and Contact created will get assigned to the same Group value as the Lead has. Current Functionality Groups allow users ...
Kaleb Ghilardi 6 months ago in Magaya CRM 0