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!
39 results found
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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 -
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 -
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 -
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.
8 votesPassing this along to our team as we’re doing to be improving the Account Profile experience in the future so I want this to be a candidate for that.
Thank you!
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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.
50 votes -
Expand global search to include notes, phone numbers, and emails
It would be amazing if the search bar could find notes on an Account, Agency, or Contact. Also the notes on an activity as well. I often put in notes and remember a key word or phrase i used with a client but not the specific person or business i worked with and need to find them.
My desk also has a lot of sticky notes with phone numbers and emails on them and i can't read the name. I want to search for phone number or email to make sure I can throw the note away and stop trying…
2 votes -
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 -
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 -
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 -
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 -
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 voteThis is coming as part of Clarity - the Exchange and Gmail email integration. Stay tuned!
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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 the3 votesAdding this as a candidate for upcoming activity changes.
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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 voteWe’re considering enhancing our integration with Office 365. I’m going to move this to being under review so that we can take a deeper look at it.
Thanks for the feedback!
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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 -
Admin option to require all activities created must have an Account or an Agency to be saved
Salespeople are entering activities without this information and creating incomplete views when reporting. Every activity is with or for some company and should include an Account, Agency, or both values.
2 votes -
Formatting Notes
This is a minor request but it would be fantastic if there were easier ways to read notes on my contacts, account, agencies, and activities.
Right now, no matter how you format the notes, everything runs on one line. I want to create paragraphs, bullet points, bold words, itallicized words, and underlined words to review notes for clients! I get some reports and areas with notes might need to strip that formatting but when i view it on the profile itself I need to see this.
2 votes -
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 -
I would like it if activities could suggest a next step like creating/updating a deal upon closing
When I close a deal, in order to follow the natural sales cycle workflow, I would like Matrix to ask something like "would you like to create or update a deal based upon the outcome of this activity?" and I can then choose to create, update, or ignore this recommendation.
3 votesThis is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.
More to come in the future as we learn about this type of behavior.
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Would like to be able to schedule an appointment that spans more than one day
I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.
1 votepulling this up so that it can be considered as a candidate for upcoming activity changes.
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