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%.
Customers are requesting the customization of Grids be at Org level instead of User level. Using the same functionality and controls we have in place for Custom Surcharge Groups in the Control Panel, add an Org/User toggle to Grid Settings. Only A...
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...
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...
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 ...
General Description Enhance the CRM's Outlook integration to support drag and drop of emails to the CRM as new Activitites and allow users to determine whether to automically include emails based on subject or email chain in addition to the curren...
General Description Enhance the Campaign functionality of the Magaya CRM so that administrators can create Campaign Types where the target of the Campaign is the Account entity. Allow users to create campaigns and associate Accounts when the Campa...
Kaleb Ghilardi
7 months ago
in Magaya CRM
0
Prioritized
General Description The available fields and their location within the Magaya CRM currently cannot be modified outside of adding custom fields. This change would modify the Setup screens to allow Organizational Administrators the ability to contro...
Kaleb Ghilardi
7 months ago
in Magaya CRM
0
Planned
Add new chart to the HUB for Top Opportunities by Customer
General Description
Add a chart following the same layout as the “Quick Notes by Customer (Top 10)” or "Activities by Customer (Top 10)" charts but showing “Opportunities by Customer (Top 10)”. Include the same drill down functionality so that...
General Description When an activity is shared with another user and has an Exchange event created include this exchange event in the Shared user’s outlook. Current Functionality Users can integrate individual emails between the Magaya CRM and the...
Kaleb Ghilardi
7 months ago
in Magaya CRM
0
Planned