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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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233 results found

  1. All Activities visible on Calendar

    Could you add a button on calendar view so we can see all activities rather than only complete or incomplete?

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  2. Pin Accounts to the Home Page

    When setting up, prospecting, and pitching and account I need to go into their account page several times a week. It would be great if we could pin these accounts to the Home Page to make it quicker and easier to open Matrix and get right to the account to make updates.

    At the moment there are 9 cards on the Home Page that you can define. I really only use two of the cards. This would be an excellent place to add these accounts by defining the card to display the account. Then, when I am through the sales…

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  3. Light and Dark Mode

    It would be great to add a light and dark mode option. I prefer dark mode as I spend a lot of time staring at the screen and it is less stress on the eyes if the background is dark and the text is light.

    Additionally, you could have custom color/background/theme options then we could choose the colors we want ourselves.

    1 vote

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    0 comments  ·  General UI  ·  Admin →
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  4. Adding Activities Information in My List view

    Same as Master List, customers would like to have activities information on their list view,

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  5. Notes (activity) that mgmt has access to.

    Are you able to add accessibility to mgmt to our notes for advertisers? Currently, we are the only ones who have access. This would save us time and also be able to add notes that we all can view. The "add an activity" doesn't always make sense and time consuming.

    1 vote

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  6. Pin Account Notes

    It would be great if in every billing account profile there is a place to put Traffic Contact information, and Makegood policies.. I know we could put as a note, but then it gets pushed down as you do other things.. so if there's a way to add this as a card to slide that is housed in the main information about the client, that would be ideal

    1 vote

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    2 comments  ·  Accounts  ·  Admin →
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  7. Add Useful Keyboard shortcuts to Monarch

    User wants to have keyboard shortcuts that allow for easy application of toggling sliders suggested control plus s to move slider from activity list to calendar view on the activities tab

    1 vote

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    1 comment  ·  General UI  ·  Admin →
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  8. Adding an Additional Column to Reflect Last Billed VS Last Updated

    This is from Stephen Naylor

    Looing at the screenshot below, this prospect is showing 8/2023 under the ‘last billed’ column. They’ve never billed. Can you help me understand why they, and many others, would show under last billed?

    Hi Stephen

    It is showing you the last month when the account was updated by either submitting an activity , a deal or a contact

    If the account reports revenue, then the type changes to Billing – otherwise will only update based on data entry
    Hope this helps
    Thanks
    Gaby

    Thanks. Does it make sense then to update the column header to…

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  9. Dear Matrix, I have been using your product and have found it very helpful overall. I wanted to provide a suggestion that I believe could fu

    Dear Matrix,
    I have been using your product and have found it very helpful overall. I wanted to provide a suggestion that I believe could further improve the user experience.
    Currently, users can only select one activity at a time to move from 'Incomplete' to 'Complete.' Implementing a bulk selection option would allow users to complete multiple activities simultaneously. This added convenience would streamline workflows and enhance productivity.
    Please consider adding a multi-select checkbox or other bulk action tool to enable completing multiple tasks at once. I believe this small improvement could make a big difference in the day-to-day use…

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  10. Cursor moves to pop up box when merging accounts

    Would be nice if the cursor automatically moved to the pop up box query when merging accounts.

    1 vote

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    0 comments  ·  Maintenance  ·  Admin →
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  11. Be able to filter by "does NOT equal" or able to filter on column headers

    Filters on column headers to weed out the overwhelming amount of accounts.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  12. Deal Status Report:

    I love this new report in Matrix. I was wondering if revenue type could be added to the Hierarchy so we can see revenue broken out by bucket. To get this i have run multiple reports. seeing it all broken out help the digital team identify opportunity

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  13. Mass Delete - Matrix Locker

    Vanessa Busch (vanessa.busch@fox4now.com) Would like the possibility to select more than one file to delete all

    3 votes

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    0 comments  ·  General UI  ·  Admin →
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  14. Category column - Accounts List

    tneeder@tegna.com - From TEGNA user Tiffany Needer

    I have a great suggestion! I exported my list into excel alphabetically. I would like to sort it by "product category". That would be super helpful when I am looking for all of my tourism clients or home improvement clients, etc. Can you add that as a column?

    2 votes

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    1 comment  ·  Accounts  ·  Admin →
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  15. 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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    0 comments  ·  General UI  ·  Admin →
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  16. Reporting - Linked to ListBuilder

    freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report

    1 vote

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  17. Account "Priority" available as a reporting filter.

    In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.

    2 votes

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  18. Budget locked for all

    On behal of Becki Noel (Gray):

    User wants Budget locked for all, including Managers.

    http://monarchhelp.matrixformedia.com/a/tickets/255048

    1 vote

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    0 comments  ·  Budgets  ·  Admin →
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  19. Drip email campaigns to clients

    It would be great if we had campaigns to choose from for clients to be set on automatic to stay in touch throughout each process. 1. prospecting would have great information regarding marketing and why using our digital or TV medium would be good for them. 2. Current Clients: stay in touch, reinforce their decision to use us. All of this would be automated email once a month or twice, depending on the different campaigns you can create. Maybe even category specific

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  20. 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

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    0 comments  ·  Activities  ·  Admin →
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