Matrix

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  1. Accounts and Account Management

    After making changes to accounts, the system automatically brings you back to page 1 regardless of what page the change was made. Can it be fixed so that when you go back after the change, you are brought back to where you were??

    1 vote

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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

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  3. Rejecting Lead Accounts

    blandon@wabi.tv requested that Lead Accounts be deleted easily when rejecting Accounts

    1 vote

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  4. AR Data should include current

    an AE may not be actively collection the current aging amount ...but the data should be available - in the event a client asks total due - the AE would have that data in MATRIX ...rather than having to go to the traffic software for the current piece.

    1 vote

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  5. Deleting Contacts on the Account Page

    Instead of going out of the actual account page to contacts in order to delete a contact, please make it so we can delete a contact right on the actual account it needs to be deleted from.

    3 votes

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  6. Historical billing should stay on original account owner during reassignment

    historical billing should stay on original account owner during reassignment

    10 votes

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  7. Display All Salespeople on My Team on Salesperson Filter on Account List

    Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.

    In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.

    4 votes

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    gathering requirements  ·  1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  8. when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/

    Optional, ran into the BCCA this morning, thought this would be an interesting data source

    1 vote

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  9. The AE can request that an Account(s) to be reassigned from them

    It would be helpful if there was a way for an AE to submit an Account to be removed off of their Account List.

    6 votes

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  10. Click on an account in the account list it should open in a new tab

    Hello - When clicking on the Account Link on the Account List, the Account Profile could open in a new tab. Thanks!

    2 votes

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  11. Have the option to split an account Revenue and Budget between two AEs

    It would be great if there was a way to reassign an account so only some of the budget and revenue would be reassigned to a new AE. This would help split the account if the original AE is still with the station, and help to see more accurately the Budget and Revenue each of the AEs are actually responsible for.

    1 vote

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  12. Add additional outlets to a Billing Account

    Add additional outlets to a Billing Account.

    1 vote

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    I wanted to provide an update that we have rolled this out to all but a handful of our corporate customers now and are still getting groups lined up to make the switch to what we call "Multi-Stage Account Management"  


    Users are able to continue prospecting on their businesses after they initially start billing in a way that doesn't allow other salespeople to scoop up business or force the actual salesperson to put in fake information just to duplicate the account. 

  13. Filtering Reports or Account List by Shared Accounts

    It would be great to be able to filter a report or the account list for shared accounts to see all the shared accounts and the salespeople working them.

    1 vote

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  14. Filter by Category in the Master List

    When I export the Master List it does not keep the category information. It would be helpful to separate out certain items such as Categories from the Master List.

    1 vote

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  15. Account list - see the account group details

    See the Group names and the accounts underneath this group name

    1 vote

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  16. show contact information on the account list

    It would be GREAT to see any contact information/phone number/address for any open account...especially as we move accounts with no activity to open all the time. If another AE has done the work to find the contact, then it would be awesome for everyone to be able to see it.

    3 votes

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    gathering requirements  ·  0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Allow the end user to change the type of an account.

    If the account hasn't billed since 2010, I don't really want to classify the account as a billing account. Rather it needs to be worked as a prospect.
    This will allow the managers to get an accurate count of billing accounts vs. claimed accounts on the AE's account list.

    5 votes

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    gathering requirements  ·  4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Folders inside account lockers

    Hello Matrix Team,
    I am suggesting two things:
    1. To be able to copy a whole folder from our computers into Matrix. For example, I have a folder in my laptop documents for Blue Cross Blue Shield 1st quarter. All the avail requests, submissions, copies of orders, makegoods etc go into this folder. Rather than have to copy this 20-30 documents per quarter one by one into Matrix it would be nice to just be able to put the entire folder into matrix.
    Second-we need the capability to organize account documents in the locker into folders, typically with regional accounts,…

    6 votes

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  19. Change Last Billed label in Account List

    Change the label on Last Billed to be Last Billed/Created or something. It's confusing to have a last billed date for prospects & leads.

    4 votes

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  20. Account Prospects

    It should not be allowed that an AE can add as a prospect an account that is already associated with another AE as a billing account in a market that I can sell.

    9 votes

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