Magaya Ideas Portal
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 users to search the CRM for these values and return the matching record.
Current Functionality
While not displayed in the UI, each record in the Magaya CRM is assigned a unique numerical value. This information can be seen in the URL of each record as highlighted below:
Future Functionality
Display the CRM record IDs in each record and allow users to search for the numbers in the global and individual entity searches:
