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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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 9 months ago in Magaya CRM 0

Report

We need data download report enhanced for client that also shows client po number stmt and stmt paid date related party indicator we need to be able to sort in excel (no merged columns) arrival date entry date release date liquidation date value p...
Guest 9 months ago in Magaya Customs Compliance (ACELYNK) 1 Will not implement

NNED MORE ENHANCEMENTS IN THE SYSTEM

NEED MORE ENHANCEMENT ARE RREQUIRED ON DESK BOARD can you please add following options on desk board this will help & will be more time saving 1) ENTTRY TYPE 2) firms code container # , master bill number statement paid date invoice payment - ...
Guest 9 months ago in Magaya Customs Compliance (ACELYNK) 1 Will not implement

Allowing the audit screen to move to a different monitor

As of now when auditing we cannot see the entry when the audit page is open. Would be great if that audit page was capable of moving away from the entry page. Perhaps allow it to move away to another monitor so we can do a side by side?
Guest 9 months ago in Magaya Customs Compliance (ACELYNK) 2 Will not implement

user footprint on invoices

An issue we have happened is when we bill and post in an invoice into QB if anyone touches the bill and saves something then it comes up re-post. We need to be able to pinpoint which user has done a change and what. Doesn't make sense to be able t...
Guest 9 months ago in Magaya Customs Compliance (ACELYNK) 0

PLEASE ADD MANUFACTURING NAME TO DASHBOARD

WE NEED TO SORT SHIPMENTS FOR A IMPORTER PER MANUFACTURE
Guest 9 months ago in Magaya Customs Compliance (ACELYNK) 0 Will not implement

Add Charges to Leads

General Description Add the Charges tab currently displayed in Opportunities where a quote has been generated in Magaya Supply Chain to the Leads where a quote has been generated in Magaya Supply Chain. Current Functionality Opportunity records th...
Kaleb Ghilardi 9 months ago in Magaya CRM 0 Planned

Sync Forwarding Agent

General Description The integration between the Magaya CRM and Magaya Supply Chain syncs the below records: Lead to Quote Account to Customer Contact to Contact Opportunity to Quote This change would add a sync between the two systems so that the ...
Kaleb Ghilardi 9 months ago in Magaya CRM 0 Planned

Email Alerts for Inbond Examination requests and US customs messages

In 2019 inbond 2.0 was implemented and US customs started notifying US brokers and bonded carriers via ACE messages about examination requests prior to export. Some times US CBP officers send custom messages through this system like the one i rece...
Guest 9 months ago in Magaya Customs Compliance (ACELYNK) 0

CRM Email Integration Enhancements

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...
Kaleb Ghilardi 9 months ago in Magaya CRM 0