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%.
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
Automatically notify manager when an activity is created
General Information Add a feature be added to autmatically add a notificiation to the User’s manager each time they create a new Activity. Current Functionality
Manager is defined in the Setup of Rep users:
Managers are not notifie...
General Description Add the ability to filter each section of the Analytics module by available assigned Groups. Groups are applied to Accounts, Contacts or Leads and filters should reference regarding parent record where necessary. For example, f...
General Description Allow users to select multiple existing groups when filtering for records in list views. Currently users can select to see one group or records in all groups. Users would like to be able to select multiple groups specifically t...
General Description Enhance the Acitivty list view to include additional options for filtering for Activity of the Type "Lead Created" and an ability to bulk delete records. Current Functionality From the Activity list users today can filter for r...
General Description Modify the note creation from the Lead’s phone call icon so that it links automatically to the spawning Lead and does not include the Contact, Account, or Opportunity links. Current Functionality Currently the functionality whe...
General Description Allow users to modify comments added to an activity after they have been saved. Current Functionality Currently after adding a comment to an activity nothing can be done to that comment. For more information about activities in...
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
7 months 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
7 months ago
in Magaya CRM
0
Prioritized
0
Planned