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!

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  1. Alternate addresses

    Since we have been working remotely we have accumulated clients/agency home addresses. It would be nice if there was a section for alternate addresses. We often like to send flowers, gifts or cards to the client at home.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Instagram and Pinterest field

    for contacts and accounts. Many businesses are using Instagram and some are using Pinterest, especially to advertise. We should have a field for those URLS on both the advertiser, and the contact tab. There is an Istagram field on the contact but I think it would be better served on the Advertiser.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    13 votes

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    6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. birthday alert in Monarch

    When entering a Birthday for a contact Monarch should allow for a reminder in some form/fashion when that date comes up.

    3 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Birthday to Contact List Builder Results

    I'd like to see Birthday added as a result field when I pull a Contact list from List Builder.

    2 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Moving Contacts & Agencies between AEs

    We recently hired a new AE to replace an AE that left earlier this year. We would like to move those contacts under the new AE for many reasons, including activities and list builder. As it stands the AE needs to re-enter the contact information under their name.

    3 votes

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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. I would like a way to reassign the contacts on an account to another owner

    I accidentally created hundreds of contacts in my name (I am the sales assistant). I meant to give them to the account owners so that they could use them.

    It would be nice if Matrix could allow me to change the contact owner to another user in instances like this. My only option appears to be deleting the existing contact and recreating the contacts with the correct owner set in the dropdown.

    3 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    We plan to address issues with how contacts are managed within our newest product, Monarch, in the near future. If done right, it should eliminate the idea of a contact owner and put more focus on the company that the person works for as well as provide more up-to-date / accurrate contact info.

    Stay tuned!

  8. Add the ability to MERGE duplicate contacts.

    I added a contact that I had added previously -- instead of merely deleting, a better option would be to merge in case information is attached to one and not the other.

    10 votes

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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add the ability to export "notes" associated with contacts.

    I would like to be able to keep detailed Notes about my contacts in Matrix and export those notes at anytime.

    4 votes

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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. List Accounts without Contacts

    Currently no report or list exists that will show me what Accounts do not have contacts. I contacted the Matrix help desk, and they stated I will need to download an AE's Account list, as well as, the entire contact list, and then cross reference them in order to get this information.

    Are you kidding me? This will take too much time, time that I do not have.

    I know I am not the only customer complaining about this, and it really should be a standard feature already built into Matrix.

    1 vote

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

    This is actually a very exciting request to hear! I want to elaborate on two fronts with this one…

    1) We have a way to get this information today. It’s a tool that our Success Managers at Matrix utilize to help customers like you better understand how the system is being utilized. When our success managers check in with you, I encourage you to set up a plan with them that helps increase the usage of Matrix with your sales team! Also, one of our support reps will be sending a copy of this export to you that shows if an account has a contact or not among many other interesting tidbits about your accounts at a quick glance.

    2) We’re building a brand new alert engine that will allow you to get information just like this! “Show me accounts that have no contacts” sure thing! “Show me Salespeople with…

  11. 1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Primary Contacts

    I wish we would be able to designate a "primary" contact When you work with a business or agency, you can have multiple contacts. But it would be nice to designate the primary contact. This would benefit not only a sales rep, but a sales manager who may want to send an email, letter, etc to the primary contact.

    1 vote

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    gathering requirements  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. add contact person name area to "add a prospect" window

    add contact person name area to "add a prospect" window. Consider letting me add an Agency at the same time. Or add an Account when I add an Agency. Account/Agency/Contact would be useful to add all at the same time when I know them.

    3 votes

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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

    While prospecting, it makes sense to also add in the people you might know. I’m going to pass this along to our team for consideration in future Account changes that we are planning to do. I want to make sure that this is a candidate for development.

    Thanks!

  14. Most contacted pod does not include Agency Contacts

    When we have an agency contact attached to an account, and they have activities attached, the "Most Contacted" pod does not show the contact name. Only the Account Contacts with activities.

    Can someone explain why this is, especially when we do a lot of Agency business.

    2 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Email All Button

    I would like to have an e-mail all contacts button under each account. It would populate all the e-mail addresses without having to click on each individual hyperlink, and copy/paste

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Provide an option for using existing Account or Agency address within Matrix during contact imports

    When I import contacts into Matrix, it would be nice if I could have an option to use the existing Account or Agency address within Matrix (if applicable) when a field is empty or isn't mapped.

    1 vote

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Last Billed to List Builder as a column option

    I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.

    2 votes

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

    I wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.

    I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of

    Thanks for hanging in there while we worked through this and keep sending us feedback!

  18. When linkin a contact to an account or agency it will erase the already input street adress

    Leave street address populated when linking contacts to accounts/agencies

    2 votes

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

    We will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.

    Thanks for the feedback!

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