General Description The Magaya CRM imports data points from the linked Magaya Supply Chain Quote to populate it's routing tab in the Leads and Opportunities. Make these options editable when creating a new Lead or Opportunity and push the selectio...
Kaleb Ghilardi
8 months ago
in Magaya CRM
0
Planned
General Description To assist users in searching and maintaining Leads, should the CRM add a new field to store the name of the Lead record as unique from the name of the business? Current Functionality The Magaya CRM currently stores two fields w...
Kaleb Ghilardi
10 months ago
in Magaya CRM
0
Planned
General Description The integration between the Magaya CRM and Magaya Supply Chain syncs the below records: Lead to Quote Account to Customer Contact to Contact Opportunity to Quote This change would add a sync between the two systems so that the ...
Kaleb Ghilardi
about 1 year ago
in Magaya CRM
0
Planned
General Description Provide customers with the ability to programmatically define the type of Opportunity created by source so that new Opportunities from Supply Chain can be set to something other than Quote. Current Functionality When generating...
Kaleb Ghilardi
about 1 year ago
in Magaya CRM
0
Planned
General Description Expand the functionality of the Additional Fields feature in the setup of Accounts & Contacts to allow customers to add custom option set fields (Response Options). Current Functionality Customers can add additional fields ...
Kaleb Ghilardi
about 1 year ago
in Magaya CRM
0
Planned
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 a...
General Description The Magaya CRM's Forecast and Analytics sections include summary charts of the returned information. This change would add a toggle, available to all users, to hide these charts to allow for additional room for the displayed ta...
General Description For Opportunities that were generated from the Lead Conversion Process, add the generating Lead's Source field as filter to the Opportunity list view and Opportunity Export. Current Functionality Opportunity records can be crea...
General Description Allow customers to define Activity Types in the CRM Setup. These new activity types should be selectable in the Activity Activity Type Drop down and appear in the Activities Report & Analytics. Allow customers to hide activ...
General Description Enhance the CRM so that, for Leads where a Group has been assigned, when the Lead is converted any Account and Contact created will get assigned to the same Group value as the Lead has. Current Functionality Groups allow users ...
0
Planned