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. 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

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  2. 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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  3. Freeze Row Headers for Top Down Forecast Page

    On the Top Down Forecast page it would be great to have a way to freeze/lock the row headers on the left side of the page. This would help to still see what rows you are editing when scrolling to the far right of the page.

    8 votes

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  4. A Matrix Locker folder that can be used to share files on all access levels with sub folders

    Just a suggestion maybe a folder that allowed everyone access that could have subfolders might be a great way to help your clients seeing as we are all working remotely for the foreseeable future.

    The My Company folder allows some access but not full access to all levels of access and has no ability to organize files.

    This would allow your clients to use your product instead of a Dropbox or Google account. It would keep files safe and allow managers, AE's, and assistants to share files like research and proposals.

    1 vote

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  5. Share List Builder Lists

    Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.

    9 votes

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  6. Seeing Accounts in Sales Outlook

    As a manager, it would be great to have a toggle option for accounts within the sales outlook to see top account right from this dashboard.

    1 vote

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  7. Default filters for Sales Outlook

    It would be great if there was a default filter option on the Sales Outlook so you could save a preference and click a button to go back to that preference at any time.

    1 vote

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  8. Work offline in mobile

    Mobile data consumption is a high cost in LATAM and certain low-coverage regions, consider an approach where the mobile experience can be used offline, with the ability to update/upload when data services are available

    2 votes

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  9. Move folders within Matrix Locker

    Able to move existing folders within Matrix Locker to a new location. For example I want to parent an existing folder under another folder.

    1 vote

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  10. Add note to Search results stating the information is displayed in columns

    It would be helpful if there was a note stating that the search results are displayed in columns. It can cause confusion when you have an account, agency with similar names as at first glance it appears they're assocated with eachother when they are not.

    1 vote

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  11. Bring Salesperson Preview back to Monarch

    I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts

    5 votes

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  12. 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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  13. Ability to mass delete prospects and leads

    When trying to clean up my account list, I would like to be able to select multiple items and delete them all at once.

    6 votes

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  14. Make Mobile easier to navigate

    It is very challenging to add activities and contacts in Mobile. Too many clicks, scrolling, etc. Need this area to be more steamlined

    1 vote

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  15. add "time" to the daily import date

    When I select the import date from the lower left, it tells me the revenue source and the date. I'd like to know the time that the import finished as well, and I understand that does not mean that the file was generated at that time.

    1 vote

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    This may be something that we can address with future API calls instead of importing from exported files provided to us from traffic systems.

    To date, we do not receive the time of day that a file was generated, only the day.

  16. matrix locker

    I want to be able to drag files on top of the Matrix locker window to have them upload. eg. in the Deal management, click on the Matrix locker tab, drag my file into the Matrix locker space, it uploads.

    1 vote

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  17. Espresso Shot include weekly total activities

    Would it be possible to add the weekly total number of activities entered into an AE’s Daily Espresso Shot? It might be a good way to give AEs a look at how they are doing on activities. Particularly if there are KPIs against activity levels.

    1 vote

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  18. Need more info in the search results

    When searching for a contact with the main nav magnifying glass sometimes there are duplicates because two different people have the same name, with out the company name I don't know which one is the one I'm looking for. It would be nice if all of the reulsts had some kind of qualifier on them, Contacts - Company, Accounts - perhaps AE or type, Salespeople -Team, etc.

    1 vote

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  19. find contact by phone number

    have the ability to look up an account or contact by phone number

    1 vote

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