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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!

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  1. Allow contacts to be associated with multiple accounts

    Customer's can be associated with multiple accounts. Today in the system you can only associate a contact with one account. Allow the ability to associate contact will multiple accounts to prevent contacts from being added multiple times.

    9 votes
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    5 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Include overall montly totals in Forecast Report

    When running a Forecast Report if you choose Month +2 as the timeframe you will receive monthly underneath each item in the hierarchy. However you do not have a full monthly total for the overall report. It would be great to have the montly totals for the overall report at the top of the report.

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding Activity Options

    on add activity - can you add other options ( like update deal status, date, etc)

    1 vote
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Report by specific dates

    Example: (today is Jan 24th, but would like to run a Report from Jan 27th to My15th.

    Thanks!

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Exporting Forecast Report Subtotals are confusing

    This is confusing>>
    The duplicated rows is actually the subtotal from the item above it. So in the export you can simply collapse the last hierarchy on the Outlet so that your'e viewing the Account level. You'll see the same numbers now show for the Account. Expand it back out again and you'll see "duplicate" rows. This is because the expansion happens between the Name and the Subtotals and shifts the subtotal to the bottom.

    2 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Mass Action - Delete Prospect/Leads

    Allow the ability to Mass Action Delete Prospect and Lead Accounts. Today you can only do it one account at a time by selecting the gear icon.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Sorting the Activities List

    On the activities page, can the activities list top to bottom earliest times (when entered for an activity) to the latest time first and then any that have no time designations. It would be easier to see what you have planned first and thru the day. The non-time stamped activities can be done at any convenient time in the day.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Budgets - Universal New Business

    In the budget template, allow to set a New Business Line in place of an outlet,

    1 vote
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    0 comments  ·  Budgets  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add the Zip Code to the address line in the Account Profile

    It would be helpful to have the Zip Code included in the address line that is displayed on the Account Profile. Currently the zip code is not included with the address.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Deals Dashboard - Include deal dates and estimated close date

    Include start date, end date and estimated close date on the Deals Dashboard up front without having to click to see this hidden information

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to Select Deal Timeframe - So it doesn't default to current month

    In Monarch, have the ability to set the default time frame up front when creating deal so it isn't defaulted to the current month. Right now I have to select the arrow to drop down the time frame and adjust it every time, which takes time when I want to create deals for future months.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  12. Include Filters/Options on the Deals Status Report & Favorite Option

    Add filters, time frame, etc. to the Deals Status Report and allow the ability to save this report as a favorite

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Forecast Under Budget Alert - Allow For Next Year Settings

    Forecast Under Budget Alert - Allow For Next Year Settings

    1 vote
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    0 comments  ·  Alerts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Automatically populate Outlet & Rev Type combination on deals based on Account or Agency

    Automatically populate the Outlet & Rev Type combinations on deals based on what's been previously imported for the Account or Agency.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add quick deals back to Account List & Quick Deal Preferences

    Add quick deals back to Account List so I can add a deal to every account with one simple click. Additionally, add quick deal preferences for deal lines to automatically appear when adding a quick deal.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  16. Drag and drop functionality for data cards

    Allow data cards to be dragged and dropped. Rather than selecting the X to delete and + to define a new data card to re-organize data cards.

    1 vote
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    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  17. Expand deal details pod automatically

    Expand deal details, it's hidden and should be expanded automatically. Still offer the option to collapse but have it expanded.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

    We are probably not going to do that. In the past we had areas expanded above where you enter the dollars on a deal and the feedback was overwhelmingly negative.

    However, I am curious what you want to access regularly from the Deal Details section. I’d rather organize the deal page better and maybe get rid of the details section, making the information within it easier to access and better streamlined to how you enter and update deals.

    Please comment back! Let’s see if we can come up with a car instead of a faster horse :)

  18. Add more than 12 months to deal time frame

    Add more than 12 months to deal time frame on deal and on deal preferences. It's December 2019, if I setup a deal for 12 months it's only taking me to November 2020.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to have tags locked - Specific list of tags that can only be used

    Ability to have tags locked so you can only use tags from a specific list

    1 vote
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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
  20. Activity Type icon - More options to be correctly associated with the activity

    The icons associated with the Activities are incredibly confusing and don't correlate with the Activity Type. This should be correctly reflected on the list, calendar and reports.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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