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39 results found

  1. 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

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  2. 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

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  3. I would like to track all New Business Activities

    I would like to track all New Business Activities with an exclusive NEW BUSINESS activity option

    1 vote

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  4. Add Multiple Projects to an Activity

    Currently can only add one project to an activity. A seller might be pitching multiple at one time so it would be much easier to note that in a single activity than having to create duplicates.

    1 vote

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  5. Allow a user to change their default email type for emails sent to Matrix for Activities

    When I bcc Matrix in my emails it shows up in my Activities as "EMAIL". The majority of my outgoing emails are in the prospecting sequence. Can I update that to just default to "3.Email" under Prospecting activity?

    1 vote

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  6. Add an area for Client Address when adding an Activity

    Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.

    1 vote

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    2 comments  ·  Activities  ·  Admin →
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    I’m wondering if we had better quick options on the Location if that might be useful?

    For example…
    1. Set Location to Account Address
    2. Set Location to Agency Address
    3. Set Location to Contact Address
    4. User Specified Address (as it is today)

    This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.

    What are your thoughts on this as a workflow?

  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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 vote

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