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Product/Extension Magaya CRM
Created by Kaleb Ghilardi
Created on Aug 22, 2023

Quote Suffix

General Description

Currently the CRM supports a custom Prefix while Supply Chain supports both a custom Prefix and Suffix. Add the custom Suffix to the CRM quote logic.

Current Functionality

For each Supply Chain instance integrated to a customer's Magaya CRM a custom prefix can be assigned to help identify quotes that are generated from the CRM.

To adjust this option, Organizational Administrators can navigate to the API tab of the Organization Setup and click the EDIT CONFIGURATION button:

This will bring up the Edit Magaya Instance screen from which a Quote Prefix can be defined:

For more information about working with the Setup screens in the Magaya CRM please visit Magaya CRM: Organization Admin Setup in the Magaya Knowledgebase.

Future Functionality

Add a new field to support a Quote Suffix to the same screen and send this along with the quote Prefix when generating new quotes in Magaya Supply Chain.

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