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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Showing 341 of 341

Modify Labels and display of existing fields

General Description The available fields and their location within the Magaya CRM currently cannot be modified outside of adding custom fields. This change would modify the Setup screens to allow Organizational Administrators the ability to contro...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0 Planned

Translation of CRM into French

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 ...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

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...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

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...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Add a filter to the Analytics area for Group

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...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Group Multi-select from Views

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...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Activity Grid Filter Enhancements

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...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Display Record ID Numbers

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 over 1 year ago in Magaya CRM 0 Prioritized

Display posts from linked social media accounts

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 ...
Kaleb Ghilardi over 1 year ago in Magaya CRM 0

Method from DFP to request a quote which Creates a Draft in RMS

No description provided
Morgan Hill over 1 year ago in Magaya Rate Management 0