Mobile Site Enhancements

General Description

To better help user's navigate the Magaya CRM's Mobile version with ease, update the UI to add a link to filter for only the current user's records on all screens, as well as several adjustments to the positioning of elements as outlined below.

Current Functionality

The Magaya CRM provides streamlined functionality for users of the Mobile CRM version. This version of the CRM includes simplified screens as well as quick create options so that users on the go can quickly find and interact with their Magaya CRM records.

The advanced search features, found in both the desktop and mobile version of the CRM, allow users to filter for specific records within the CRM, but must be accessed from the main filter at all times.

For more information about how to use the Magaya CRM's Mobile version, please visit the Magaya Help site at https://help.magaya.com/s/document-item?bundleId=crm-manual&topicId=CRM_Mobile_Access.html&_LANG=enus

For more information on search and filter please visit https://help.magaya.com/s/document-item?bundleId=crm-manual&topicId=CRM_Search_Overview.html&_LANG=enus

Future Functionality

• Add a quick filter for "my records" to all screens.

• In leads, add a a show/hide to the score display so the section selection has more room, the same exists in opp.

• Hide the note boxes that are editable only after checking a box. Display if checked only to save space.

• Put opp name in the ribbon

• Link to account from “account does not have parent” warning