It would be helpful to display the traffic ID in the Users list and in the export for doing maintenance and auditing.3 votes
The activity report should include data for all sellers with active accounts in Matrix. This will help managers identify AEs who are not entering activities. Perhaps even a filter on the report to say Show only Salespeople with no activities? - Feedback from Key Client1 vote
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
Being able to print a list of our prospects (or accounts) with the notes will be helpful when reviewing account activity and prospecting with management1 vote
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
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.
When I import contacts into Matrix, it would be nice if I could have an option to use the existing Account or Agency address within Matrix (if applicable) when a field is empty or isn't mapped.1 vote
Really…not a bad idea here.
We’re thinking about adding a “location” to each account to help with scenarios like this or for scenarios where you have a customer spread out over multiple locations and may be spending separately at each location.
Lots of cool reasons for something like this.
Thanks for the idea!
In our database, Revenue Code 2 is mapped to Custom 2. It would be very helpful if I could reassign incorrectly entered Rev Code 2s so my revenue figures would be correct when pulling a report based on Custom 2 in Matrix.1 vote
Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast
I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.6 votes
I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.1 vote
When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.2 votes
I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.2 votes
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.
It would be amazing if you had some sort of search bar to find information within your notes and activity notes.1 vote
Would like something new in place, that will help managers identify when a new business account has reached their 12th month1 vote
We’re working on an update to our Alert Center Engine and in conjunction with a new UI that’s being developed I feel confident that we could put something together to help you answer a question like…
“Show me accounts where thy will no longer be considered new next month and are considered new this month.”
Might sound a little programmatic but I can’t wait to build something like this in order to provide value to customers like you!
Thanks for the feedback! Stay tuned throughout 2017 as we rollout these updates in phases.
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
pulling this up so that it can be considered as a candidate for upcoming activity changes.
I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.2 votes
I wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.
I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of
Thanks for hanging in there while we worked through this and keep sending us feedback!
When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.2 votes
We are looking into enhancing our reporting capabilities early next year. Stay tuned…exciting things are coming :)
Updated the feedback name to better reflect the request.
We’ll look into prioritizing this against other features/enhancements for future releases.
Thanks for the quick reply!
Leave street address populated when linking contacts to accounts/agencies2 votes
We will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.
Thanks for the feedback!
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