Matrix
Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!
230 results found
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Pin Account Notes
It would be great if in every billing account profile there is a place to put Traffic Contact information, and Makegood policies.. I know we could put as a note, but then it gets pushed down as you do other things.. so if there's a way to add this as a card to slide that is housed in the main information about the client, that would be ideal
1 vote -
Add Useful Keyboard shortcuts to Monarch
User wants to have keyboard shortcuts that allow for easy application of toggling sliders suggested control plus s to move slider from activity list to calendar view on the activities tab
1 vote -
Adding an Additional Column to Reflect Last Billed VS Last Updated
This is from Stephen Naylor
Looing at the screenshot below, this prospect is showing 8/2023 under the ‘last billed’ column. They’ve never billed. Can you help me understand why they, and many others, would show under last billed?
Hi Stephen
It is showing you the last month when the account was updated by either submitting an activity , a deal or a contact
If the account reports revenue, then the type changes to Billing – otherwise will only update based on data entry
Hope this helps
Thanks
GabyThanks. Does it make sense then to update the column header to…
1 vote -
Dear Matrix, I have been using your product and have found it very helpful overall. I wanted to provide a suggestion that I believe could fu
Dear Matrix,
I have been using your product and have found it very helpful overall. I wanted to provide a suggestion that I believe could further improve the user experience.
Currently, users can only select one activity at a time to move from 'Incomplete' to 'Complete.' Implementing a bulk selection option would allow users to complete multiple activities simultaneously. This added convenience would streamline workflows and enhance productivity.
Please consider adding a multi-select checkbox or other bulk action tool to enable completing multiple tasks at once. I believe this small improvement could make a big difference in the day-to-day use…1 vote -
Cursor moves to pop up box when merging accounts
Would be nice if the cursor automatically moved to the pop up box query when merging accounts.
1 vote -
Be able to filter by "does NOT equal" or able to filter on column headers
Filters on column headers to weed out the overwhelming amount of accounts.
1 vote -
Deal Status Report:
I love this new report in Matrix. I was wondering if revenue type could be added to the Hierarchy so we can see revenue broken out by bucket. To get this i have run multiple reports. seeing it all broken out help the digital team identify opportunity
1 vote -
Mass Delete - Matrix Locker
Vanessa Busch (vanessa.busch@fox4now.com) Would like the possibility to select more than one file to delete all
2 votes -
Category column - Accounts List
tneeder@tegna.com - From TEGNA user Tiffany Needer
I have a great suggestion! I exported my list into excel alphabetically. I would like to sort it by "product category". That would be super helpful when I am looking for all of my tourism clients or home improvement clients, etc. Can you add that as a column?
2 votes -
tagging managers
it would be very helpful if we could tag a manager in a note and the system alerted them that they have been tagged like in Zendesk Sell.
1 vote -
Reporting - Linked to ListBuilder
freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report
1 vote -
Account "Priority" available as a reporting filter.
In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.
2 votes -
Budget locked for all
On behal of Becki Noel (Gray):
User wants Budget locked for all, including Managers.
1 vote -
Drip email campaigns to clients
It would be great if we had campaigns to choose from for clients to be set on automatic to stay in touch throughout each process. 1. prospecting would have great information regarding marketing and why using our digital or TV medium would be good for them. 2. Current Clients: stay in touch, reinforce their decision to use us. All of this would be automated email once a month or twice, depending on the different campaigns you can create. Maybe even category specific
1 vote -
Client Name Listed in Mobile Activities
I would like to have the activities in matrix mobile listed by client name first! When in the field traveling it's easier to plan route based on client location. The subject is ok to list, but useless without who project or plan is for.
1 vote -
Budget AutoFill Round Up or Down
mhettinger@hearst.com Mike from Hearst Omaha, would like the budgets to rounded up or down after the auto fill is ran
1 vote -
adding percentage of budget to the Sales Outlook
you know that part up top where it says not quite there yet... your booked dollars need X$'s to meet budget? woudl be great to add a percentage of budget to it as well
2 votes -
You should have a feature which updates the new year with all the prior year's deals.
I am going to put in all my deals for 2022 for all my active accounts. This way my manager and I will have a better grasp on what is coming in, what can be expected and better insight into pending. This means I am going to take each month of 2021 and type it into 2022. I know you have a feature that copies the same amount into each month. But many of my accounts, especially the large hospitals, auto dealers, state government, -- have different amounts in each month. I have to spend a lot of time to…
1 vote -
Enable Manager level emails to register as an Activity on ALL accounts regardless of the Owner of Account.
As a Manager, I use List Builder to send emails to Open and House accounts. Because the account is not in my name, it doesn't register therefore, not tracked.
1 vote -
Links Inside Accounts: User Friendliness
Have the account name be clickable when in a screen inside the account. *Example, on the page after adding an activity, I have to use my back arrow to go back to the main account page, or search for the account all over again.
*It would be beneficial to have the accounts’ info tabs as links available at all times when inside the account.Suggestion: Contacts + Add contact, Activities + Add Activity, Deal + Add Deal, etc. As you do on the main page.
*On the main page, where is lists…summary, activities, contacts, deals. It would be beneficial to…1 vote
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