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Magaya CRM

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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 a...
Kaleb Ghilardi about 2 months ago in Magaya CRM 0

Allow users to manage display of summary charts

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...
Kaleb Ghilardi 2 months ago in Magaya CRM 0

Add additional aggregate charts to the Analytics section

General Description Enhance the Magaya CRM's Analytics section to support report grouping by date; year, month, day. Current Functionality The Magaya CRM's Analytics section provides summary reporting on metric values for Opportunities, Activities...
Kaleb Ghilardi 2 months ago in Magaya CRM 0

Programatically verify that account exists in Lead Conversion

General Description Modify the Lead conversion process so that the CRM checks automatically if the Account created as part of the Lead conversion exists or not. If it doesn't then create it, if it does then link the created records to it. Current ...
Kaleb Ghilardi 4 months ago in Magaya CRM 0

Make the fields in the routing tab editable

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 4 months ago in Magaya CRM 0 Planned

Aircall VOIP Phone System Integration

General Description Support integrating the Aircall phone system into the Magaya CRM. A 3rd Party tool designed to facilitate call capture using soft phones and an integrated CRM. For more information see: https://aircall.io/call-center-software-i...
Kaleb Ghilardi 4 months ago in Magaya CRM 0

Edit Activity Comments

General Description The CRM supports adding comments to activities after they hvae been created. These comments can store specific notes about the activity which will not be included in any reporting or documentation but remain visible to the user...
Kaleb Ghilardi 4 months ago in Magaya CRM 0

Dedicated unique name field for Leads

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 6 months ago in Magaya CRM 0 Planned

Add Lead Source as an Opportunity Filter

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...
Kaleb Ghilardi 8 months ago in Magaya CRM 0

New CRM Reports

General Description Add to the CRM's Report tab under the Toolkit, 2 addtional reports: Sales lost to competitor Lead and Opportunity summary by stage and record owner Current Functionality Sales lost by competitor is not an available report, thou...
Kaleb Ghilardi 8 months ago in Magaya CRM 0