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. Ability to add email activities with MP3 audio files when using the Activity Integration vcard

    My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Guests on Activities

    I am a manager. I'd like for my sales team to be able to assign me to activities like possibly creating an "other" activity type activity and then tell me to write the client a letter or to create a meeting and ask me to join them.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding Multiple Activities

    For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.

    2 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sorting the Activities List

    When I sort by date on the activity list, it sorts the days fine. I would like it to sort the times within each day as well. For example 8am start time activities come before 11am start time activities and activities without a start time come after those that have start times.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Adding Outlet Field To Activities form - Matrix Mobile

    In the Desktop Version - The system allows the users to select the outlet when creating the activities. Yet, under mobile - The field Outlet is missing.

    Heartland will like to create activities through the mobile app and be able to select the associated outlet.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Display activity notes on account profile better

    it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.

    6 votes

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    4 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add recurring events in Activities.

    If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.

    49 votes

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    8 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    We are planning this for a future release. Once we find the right spot on our roadmap for this you will all be the first to know!

    Thank you for your patience while we get this ironed out.

  8. I want a better way to view deals when looking at my Activity Calendar

    When I clicked on a Deal on the Calendar page, the Calendar page got replaced by Deal Manager page. It would be nice if the Calendar page stayed open when accessing the deal on the Calendar page. There is no option to use right - click -> "open link in the new tab" on this Calendar page either.

    This is extremely important to me because I set up the filters to view activities for a certain AE. When I click on the deal, the page will get replaced by Deal management. I then go back tot he Activities calendar and…

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. auto upload of email and address for meetings

    When sending a calendar invite to a client, the address of the client should auto populate into the address line of the invite in outlook. Currently it's a manual add which takes a lot of time. It would be nice if the email did as well but if you have multiple contacts I can see where this would be an issue because you would need to delete what auto populates but it would still be helpful.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Incomplete activities listed in descending order for Mobile

    It is very frustrating to scroll down through my list of activities on Mobile to get to my most current activity.

    I should not be penalized for a lack of functionality when i have fallen behind on completing my activities. Seriously, how hard is it to sort the Due Date of Incomplete Activities?

    Please fix this!

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. I want to add multiple accounts to a single activity

    For a meeting with an Agency in which there are multiple people and multiple accounts, can there be a way to indicate which accounts are represented in one meeting?

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add an alert to prevent double booking activities

    When booking a new activity in the activities tab, it gives you a drop down to choose the time. Could there be an alert if you've already scheduled an activity at that time?

    1 vote

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    Prioritizing  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. scheduled calls

    when scheduling a call - imported into my calendar - when the calendar reminder comes up, there's not an automatic integration of the contact's phone number.
    when on the road, that means, pulling up matrix, finding the account/contact and then calling - instead of simply opening the

    3 votes

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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. download activities

    When they download for outlook it should download as an appointment, not a meeting. Sometimes I just want to add the task to my calendar.

    1 vote

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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. create activity from account list

    I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List

    1 vote

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. "Complete & Add Another" vs "Save & Add Another"

    Instead of the "Save & Add Another" button, It would be nice to have a "COMPLETE & Add Another" button in Activities that automatically completed the task for you, and took you to adding your next step (activity) in the process instead of the extra step of choosing "complete", which is easy to overlook.

    1 vote

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

    I want to talk to our product development team about this in a little more detail. We just changed how our new product, Monarch, displays activities and created a “Schedule a Follow-Up” option to replace the "Save and Add Another functionality. Currently it does the exact same thing, but the wording is different.

    Your request might make a lot more sense now that we have the wording changed because I don’t know about you, but when i hear “i’ll schedule a follow-up” I tend to assume the previous action had completed.

  17. On the "Add an Activity" Actions pop up, make "Account" a starred, necessary field.

    Currently reps are adding activities, naming them for accounts, but, since it is not required, sometimes not adding account names. As a result, there are a number of orphan, non associated activities. On a top level this is giving us a false view of account contact. Activities and Accounts need ALWAYS to be linked.

    2 votes

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    gathering requirements  ·  3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Bullet Point Notes

    This is a minor request but it would be fantastic if there were easier ways to read notes in the activities section. Right now, no matter how you format the notes, everything runs on one line. Showing the use of the enter/return button AND bullet points would be a great way to review notes for clients!

    2 votes

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    gathering requirements  ·  1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow mobile site to access camera so I can immediately snap a photo for matrix locker

    Like the evernote feature (I use evernote a lot) to take a picture and automatically sync it to your notes or an account.

    1 vote

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