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40 results found

  1. Account List Filters should be sticky

    Although one of the other SAs has "Leads" checked under Type in Accounts filters, I do not and I have to change it every time I go in, which is rather annoying.

    2 votes

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    1 comment  ·  Accounts  ·  Admin →
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    We are planning to handle this as part of a large Account and Agency undertaking this winter!

    I will update this request as more information comes to light. We’re very excited to take on a bunch of these little changes like that as we know that it makes a big impact on all of you.

    Thanks for the feedback, and please stay tuned!

  2. Salespeople want to be able to rename their accounts

    If a sales rep can 'enter' new biz account name, then they should be able to change that name if it is not owned by any other salespeople.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  3. Notes transfer across to all accounts

    As a manager it would be helpful if there was a a way to add notes to an account that has multiple AE's and have those notes transfer across to all? We have a split sales team here and that would be a huge help for me to create a note that transfers across to all AE's accounts.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  4. 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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  5. Edit accounts from account list

    You should be able to edit accounts from the account list just like you can do with contacts.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  6. 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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  7. Add a tab in the Account Profile section with Account budget

    Add a tab in the Account Profile section with Account budget

    3 votes

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    2 comments  ·  Accounts  ·  Admin →
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    We are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.

    Stay tuned!

  8. Show our comission

    I would like to see all comission from all deals, and imigrations from OSI. We enter our account types in both systems, which sets the comission percentage. Instead of just being able to add ourselves in quick deal I would love to log in every day and see how much I am making/losing to motivate me more and keep myself most informed.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  9. List Builder Filter on NOT

    In list builder, I would like to add a NOT filter. For example, I want everything with a certain tag but not assigned to a specific sales person.

    1 vote

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  10. Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    1 vote

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    Prioritizing  ·  0 comments  ·  Accounts  ·  Admin →
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  11. remove shared access

    If an AE leaves and all accounts are reassigned, shared accounts remain shared. There isn't a way to filter for accounts shared with this AE and there isn't a way to remove one specific AE from an account that is shared with multiple AEs. thus making unsharing the accounts very tedious. :(

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  12. 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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    4 comments  ·  Accounts  ·  Admin →
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  13. Prospecting Pipeline Management

    When entering prospects, I'd like to be able to better-manage the process within Matrix for leads/prospects that have no dollar amount attached to them. I would like a way to rank closing-potential and have a 1-100 probability scale along with multiple stages of a pipeline to choose from. The Bird's Eye View and/or a report should be able to show at a glance where each of your new business prospects are in the pipeline. This should be integrated with current and pending activities.

    1 vote

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  14. 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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  15. Shared Accounts

    We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.

    4 votes

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    1 comment  ·  Accounts  ·  Admin →
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    This is where we need your help in asking Wide Orbit to change the way that they provide data to us. Currently they do not send us the secondary AE so we have no way of knowing that something is split within Traffic once it gets to Matrix.

    If Wide Orbit could split the order on the extract that we get into 2 lines with the dollars calculated per your split percentage, then it would be absolutely no problem for us to make this happen..in fact it would just happen without needing any changes from Matrix.

  16. 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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    4 comments  ·  Accounts  ·  Admin →
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  17. Auto format a phone number

    When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  18. 4 votes

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  19. printing

    I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.

    20 votes

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  20. Options for Account List

    In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix

    23 votes

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