Matrix

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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  1. 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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  2. Show AEs without Activities in Activity Report

    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 Client

    1 vote

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  3. 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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  4. Print notes on accounts

    Being able to print a list of our prospects (or accounts) with the notes will be helpful when reviewing account activity and prospecting with management

    1 vote

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  5. 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  ·  Flag idea as inappropriate…  ·  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.

  6. Provide an option for using existing Account or Agency address within Matrix during contact imports

    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

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  7. 1 vote

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    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!

  8. Give us the ability to reassign Custom 1 and Custom 2 as we can reassign Cateogries and Rev Types.

    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

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  9. 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

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  10. Account Type should be a Hierarchy in reporting

    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

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  11. Auto format a phone number

    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

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  12. Add a "Difference" column to Churning Report

    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

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  13. 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

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    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.

  14. search bar for activity and general notes

    It would be amazing if you had some sort of search bar to find information within your notes and activity notes.

    1 vote

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  15. 1 vote

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    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.

  16. 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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  17. Add Last Billed to List Builder as a column option

    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

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    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!

  18. Gregorian or Broadcast option when pulling Commissions Report

    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

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  19. 3 votes

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  20. When linkin a contact to an account or agency it will erase the already input street adress

    Leave street address populated when linking contacts to accounts/agencies

    2 votes

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    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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