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 Add an option to the Language selection settings in the top ribbon of the Magaya CRM to translate the front end into French. Current Functionality The Magaya CRM currently allows users to select whether to use the CRM with all ...
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...
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 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
about 1 year ago
in Magaya CRM
0
Prioritized
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...
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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