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 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
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...
For a shipment that requires a single entry bond, have a place in entry for entry writer to refer to that calculates what the SEB bond amount should be
I would like to request a field be added when a single entry bond is required that tells the user what the bond amount should be when they apply for the single entry bond. Using Value + Duty - rounded up, And when PGA applies Value + Duty x 3. Our...
Dear Team, When we do the HBL AMS query, we usually click the "update entry from with query result". But if the bill of lading has a modified quantity, the quantity filled in by the system will not use the amended quantity, but the original quanti...
We would like to see a function where we can export a parts database onto an Excel Spreadsheet with current duty rates to include the China tariffs. This is a requirement for some of our clients that are making yearly projections. Thank you.
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 ...
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