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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. 1 vote

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    0 comments  ·  Pods  ·  Admin →
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  2. 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  ·  Admin →
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  3. Mid-day import process

    It would be very beneficial to have billing updated from the traffic system mid-day as well as overnight.

    1 vote

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    0 comments  ·  Admin →
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  4. List Builder Filter on NOT

    In list builder, I would like to add a NOT filter. For example, I want everything with a certain tag but not assigned to a specific sales person.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  5. Share shared reports

    Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.

    1 vote

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    1 comment  ·  Reports  ·  Admin →
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  6. Date for when deals were last updated should be easier

    As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    Sounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!

    I’ll put this under review so that we can dig into it a bit further in the near future.

    Thanks for the feedback!

  7. Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    Ability to "cc" other individuals when an account is approved - i.e. sales assistant

    1 vote

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    Prioritizing  ·  0 comments  ·  Accounts  ·  Admin →
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  8. Delete shared reports

    Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.

    1 vote

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    Prioritizing  ·  0 comments  ·  Reports  ·  Admin →
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  9. 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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  10. remove shared access

    If an AE leaves and all accounts are reassigned, shared accounts remain shared. There isn't a way to filter for accounts shared with this AE and there isn't a way to remove one specific AE from an account that is shared with multiple AEs. thus making unsharing the accounts very tedious. :(

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  11. Need more info in the search results

    When searching for a contact with the main nav magnifying glass sometimes there are duplicates because two different people have the same name, with out the company name I don't know which one is the one I'm looking for. It would be nice if all of the reulsts had some kind of qualifier on them, Contacts - Company, Accounts - perhaps AE or type, Salespeople -Team, etc.

    1 vote

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    0 comments  ·  General UI  ·  Admin →
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  12. Prospecting Pipeline Management

    When entering prospects, I'd like to be able to better-manage the process within Matrix for leads/prospects that have no dollar amount attached to them. I would like a way to rank closing-potential and have a 1-100 probability scale along with multiple stages of a pipeline to choose from. The Bird's Eye View and/or a report should be able to show at a glance where each of your new business prospects are in the pipeline. This should be integrated with current and pending activities.

    1 vote

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  13. Account and Revenue Report

    I would like a report that shows the following:
    Account, Primary Contact, Primary Contact Phone Number, Primary Contact Email, Revenue TY $, Revenue LY $

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  14. Deal name on Espresso Shot

    In the recently imported section of the Espresso shot I'd like to see the deal name and be able to quickly see what revenue didn't match to a deal

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  15. 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

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  16. 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

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  17. Task lists

    I create task lists on paper for my clients and often worry that I am going to forget something shifting between paper and Matrix. I'd love to see each account have a place where I can create check boxes and lists of things that need to get completed - and have it appear on my daily espresso shot. Many of these items could be standardized - credit app, approval of commercial script, commercial shoot date, commercial shoot, approval of commercial, etc... This would help ensure that things don't fall through the cracks in a very high paced environment - and…

    2 votes

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    2 comments  ·  Alerts  ·  Admin →
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    Pulling this up as a candidate while we discuss new activity enhancements. Right now we’re discussing this as part of an improved Activity List (or equivalent because people hate paging through lists).

    Looking forward to experimenting with this one :)

  18. Include Traffic ID on User List

    It would be helpful to display the traffic ID in the Users list and in the export for doing maintenance and auditing.

    3 votes

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    0 comments  ·  Security  ·  Admin →
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  19. 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  ·  Admin →
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  20. Shared Accounts

    We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.

    4 votes

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    1 comment  ·  Accounts  ·  Admin →
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    This is where we need your help in asking Wide Orbit to change the way that they provide data to us. Currently they do not send us the secondary AE so we have no way of knowing that something is split within Traffic once it gets to Matrix.

    If Wide Orbit could split the order on the extract that we get into 2 lines with the dollars calculated per your split percentage, then it would be absolutely no problem for us to make this happen..in fact it would just happen without needing any changes from Matrix.

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