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%.
entry audit report by user/transaction stats by user
for internal review purposes of entry writers in the office to see how many rejections they are getting when submitting. this is important for performance reviews. having a report that we can easily see that even if they went in and fixed it and e...
Hello Dear Magaya, I am thinking something that if can be done it will increase our efficiency. Is there a way we can auto generate the name for the files? For example, the 7501 's name will be like this if we want to download it. 00516563_0 And w...
General Description To better help user's navigate the Magaya CRM's Mobile version with ease, update the UI to add a link to filter for only the current user's records on all screens, as well as several adjustments to the positioning of elements 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...
Ground Template - Add "Per Bill of Lading" & "Per Shipment" Rate Basis
The Ground Template rate basis list is inconsistent with the list in the Catapult upload template. Users need to include "Per Bill of Lading" and "Per Shipment" in our Ground Template Rate basis list.
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 The Magaya CRM's Forecast and Analytics sections include summary charts of the returned information. This change would add a toggle, available to all users, to hide these charts to allow for additional room for the displayed ta...
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 ...
Customers have specific surcharges applied to NAC rates that would need to override FT and their Contracts. We need to add a NAC field as a dynamic search sourced from Group Name of the Named Accounts card in the Control Panel.