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Magaya CRM

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Sync Forwarding Agent

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 4 months ago in Magaya CRM 0 Planned

Customer Defined Opportunity Types

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 5 months ago in Magaya CRM 0

Custom Option Sets in Additional Fields

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 5 months ago in Magaya CRM 0

CRM Email Integration Enhancements

General Description Enhance the CRM's Outlook integration to support drag and drop of emails to the CRM as new Activitites and allow users to determine whether to automically include emails based on subject or email chain in addition to the curren...
Kaleb Ghilardi 4 months ago in Magaya CRM 0

Add Accounts to Campaign Type

General Description Enhance the Campaign functionality of the Magaya CRM so that administrators can create Campaign Types where the target of the Campaign is the Account entity. Allow users to create campaigns and associate Accounts when the Campa...
Kaleb Ghilardi 5 months ago in Magaya CRM 0

Modify Labels and display of existing fields

General Description The available fields and their location within the Magaya CRM currently cannot be modified outside of adding custom fields. This change would modify the Setup screens to allow Organizational Administrators the ability to contro...
Kaleb Ghilardi 5 months ago in Magaya CRM 0 Planned

Add new chart to the HUB for Top Opportunities by Customer

General Description Add a chart following the same layout as the “Quick Notes by Customer (Top 10)” or "Activities by Customer (Top 10)" charts but showing “Opportunities by Customer (Top 10)”. Include the same drill down functionality so that...
Kaleb Ghilardi 5 months ago in Magaya CRM 0

Add outlook notification to shared activities

General Description When an activity is shared with another user and has an Exchange event created include this exchange event in the Shared user’s outlook. Current Functionality Users can integrate individual emails between the Magaya CRM and the...
Kaleb Ghilardi 5 months ago in Magaya CRM 0

Automatically notify manager when an activity is created

General Information Add a feature be added to autmatically add a notificiation to the User’s manager each time they create a new Activity. Current Functionality Manager is defined in the Setup of Rep users: Managers are not notifie...
Kaleb Ghilardi 5 months ago in Magaya CRM 0

Add a filter to the Analytics area for Group

General Description Add the ability to filter each section of the Analytics module by available assigned Groups. Groups are applied to Accounts, Contacts or Leads and filters should reference regarding parent record where necessary. For example, f...
Kaleb Ghilardi 5 months ago in Magaya CRM 0