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Product/Extension Magaya CRM
Created by Kaleb Ghilardi
Created on Aug 2, 2023

Support for Supply Chain Divisions

General Description

Add Supply Chain divisions to CRM security model and pass information between the two systems to control record accesss.

Current Functionality

Divisions are included in the sync between the Magaya CRM and Magaya Supply Chain under the Routing tab of both the Lead and Opportunity entities. This information is informative only and does not have any functional use in the CRM.

For more information about Magaya Supply Chain Divisions please visit Introduction to Divisions in the Magaya Knowledge Base.

For more infomration about the CRM's Routing tab, please visit Magaya CRM: Create a Quotation from a Lead in the Magaya Knowledge Base.

Future Functionality

Magaya CRM user profiles will be updated to support a division identification corresponding to the available list in the customer's Magaya Supply Chain. Division information, already available in the Magaya CRM's Lead and Opportunity entities, will drive security and access limitations.

Users will only be able to read / view and or modify records that have division information corresponding to their assigned divisions. This limitation would extend accross multiple Magaya Supply Chain instances linked to the CRM and may require each user to support multiple Divisions.

Example of Division in Supply Chain employee profile:

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