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!
38 results found
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
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 votesPrioritizing · AdminRyan Moore (Product Owner, Matrix) responded
Passing 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.
Add the last activity dates to My List
It would be helpful to add the Last Activity Date Colmun to the My List view. It is currently on the Master List but not the My List account view.6 votes
Make it possible to select multiple activities at once to "complete."
Make it possible to select multiple activities at once so that if you get behind on "completing" them, there is a time efficient solution. Currently, I have added activities for months that I haven't "completed" because it takes the system over 5 seconds per activity and I'd be sitting here for well over an hour just to do that alone. It'd be helpful to have the option to select multiples at once5 votes
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.3 votes
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 votesPrioritizing · AdminRyan Moore (Product Owner, Matrix) responded
Adding this as a candidate for upcoming activity changes.
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 votes
This 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.
Outlook to Matrix Calendar - help me help my managers
I understand that we can create an activity in Matrix and save to our outlook calendar, but I would love a way to go from Outlook > Martix. For example, we could BCC an appointment from Outlook to Matrix just like we can emails. Our managers need to be able to track our activities in Matrix, however it is a hassle for us to re-create all our outlook meetings to the matrix calendar for them to see. It's also a hassle to stop working, log into Matrix, create the appointment, save to outlook, THEN forward to our clients. Especially when we put notes into Matrix that we don't want our client to see. It needs to be the other way around so we can save the general event, cc matrix and then go back into matrix later to update any notes etc. that my manager and I can look at after the fact. I have 20 appointments a week sometimes and that is a LOT to copy over to Matrix, which is why I LOVE being able to BCC my emails so they can at least see I'm working. Thx.
I understand that we can create an activity in Matrix and save to our outlook calendar, but I would love a way to go from Outlook > Martix. For example, we could BCC an appointment from Outlook to Matrix just like we can emails. Our managers need to be able to track our activities in Matrix, however it is a hassle for us to re-create all our outlook meetings to the matrix calendar for them to see. It's also a hassle to stop working, log into Matrix, create the appointment, save to outlook, THEN forward to our clients. Especially when…2 votes
Allow AEs to delete a note on account profiles
I just accidentally wrote a note in a wrong account and wanted to delete it. I found out through your live chat that this is not possible. It would be a very helpful feature.2 votes
Add Zoom as an Integration
Manager would like to add this to her calls activities on her calendar/list.2 votes
More than one phone number field needed
We need more than one phone number field. I have many clients with multiple locations. But I can only list one and track activity easily. Replace the fax number field. Or make it optional. Also do not need a fax number. I find it difficult to use matrix activities for any client with more than one location.2 votes
Adding Activity Options
on add activity - can you add other options ( like update deal status, date, etc)2 votes
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
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
Client Name Listed in Mobile Activities
I would like to have the activities in matrix mobile listed by client name first! When in the field traveling it's easier to plan route based on client location. The subject is ok to list, but useless without who project or plan is for.1 vote
Enable Manager level emails to register as an Activity on ALL accounts regardless of the Owner of Account.
As a Manager, I use List Builder to send emails to Open and House accounts. Because the account is not in my name, it doesn't register therefore, not tracked.1 vote
There is a new section of activity called notes. I want to be able to add the date without typing it each time and I want to go back and edit the note if I need to update it. Without this option, I will go back to making everything an activity.
Also, if you copy and paste notes from a meeting and its spaced out or bulleted, it all smashes together in a paragraph so its hard to read your notes.1 vote
Add Manager Activity feed into Espresso Show
As managers, we often call on our own list of accounts or set individual meetings with AEs accounts. Is it possible to add a Manager's activity feed tied to accounts to their daily espresso shot?1 vote
Ability to upload a photo into the Matrix Locker
Specifically on the mobile version - it would be really great if we could upload a photo into the Matrix Locker. Often times I am out dropping off things for clients - and being able to snap a photo of it and add it into their file would be super helpful. (Or even if not a photo file, ability to upload a pdf via mobile would be helpful - since I can scan an image as a pdf in my "Notes" app on my iphone)1 vote
I would like to track all New Business Activities
I would like to track all New Business Activities with an exclusive NEW BUSINESS activity option1 vote
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