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. Account Prospects

    It should not be allowed that an AE can add as a prospect an account that is already associated with another AE as a billing account in a market that I can sell.

    9 votes

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    4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  2. printing

    I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.

    20 votes

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    gathering requirements  ·  9 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Add the ability to MERGE duplicate contacts.

    I added a contact that I had added previously -- instead of merely deleting, a better option would be to merge in case information is attached to one and not the other.

    10 votes

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    gathering requirements  ·  3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add recurring events in Activities.

    If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.

    50 votes

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    gathering requirements  ·  8 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 4 votes

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    gathering requirements  ·  0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  6. As of Date Reporting

    I would like to run reports on any historical date. For example in June, I may want to run a revenue report from January 1st to May 1st. I would also like additional options when utilzing the YTD functionality within the Pacing Report

    7 votes

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    gathering requirements  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Allow use to edit parameters on all reports

    There are a few reports that do not promopt you for parameters which is probably fine for most users. However, from higher up in the chain, at corproate for example, I may want to see the Deal Status report for a specific market or outlet if I'm working with them on something. Currently, there is no prompt to edit the report parameters and no option to once the report has displayed.

    13 votes

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    gathering requirements  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add the ability to export "notes" associated with contacts.

    I would like to be able to keep detailed Notes about my contacts in Matrix and export those notes at anytime.

    4 votes

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    gathering requirements  ·  4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Options for Account List

    In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix

    23 votes

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    gathering requirements  ·  2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Salespeople want to be able to rename their accounts

    If a sales rep can 'enter' new biz account name, then they should be able to change that name if it is not owned by any other salespeople.

    1 vote

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  11. I want to win or lose specific dollars on a deal

    Right now i win or lose a deal. I'd like to win or lose a specific dollar amount for a given month for a given Outlet/Revenue Type. Any cell, for a lack of a better term, could be won or lost if I wanted to.

    I can win or lose a deal
    I can win or lose a month
    I can win or lose a row
    I can win or lose a cell

    1 vote

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    gathering requirements  ·  0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  12. add "time" to the daily import date

    When I select the import date from the lower left, it tells me the revenue source and the date. I'd like to know the time that the import finished as well, and I understand that does not mean that the file was generated at that time.

    1 vote

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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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    This may be something that we can address with future API calls instead of importing from exported files provided to us from traffic systems.

    To date, we do not receive the time of day that a file was generated, only the day.

  13. Tag Rules Engine

    I tag zero share prospects. If $$$$ are added, or there’s been activity, I’d love to see that tag removed as it no longer fits the workflow that I am trying to achieve.

    If I could setup some scenarios and Monarch could auto-tag for me, then I'd love to use those scenarios as filters on my reports.

    1 vote

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  14. Split Deals

    Example - There is a 12 month Deal, need to change this into 4 small Deals Q1, Q2, etc...

    1 vote

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  15. Primary Contacts

    I wish we would be able to designate a "primary" contact When you work with a business or agency, you can have multiple contacts. But it would be nice to designate the primary contact. This would benefit not only a sales rep, but a sales manager who may want to send an email, letter, etc to the primary contact.

    1 vote

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  16. 1 vote

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  17. Add a tab in the Account Profile section with Account budget

    Add a tab in the Account Profile section with Account budget

    3 votes

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    We are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.

    Stay tuned!

  18. 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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  19. phone number on website

    I am having issues getting into Matrix. It would be nice to have a phone number on the main page to contact you.

    1 vote

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  20. 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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