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!
54 results found
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Change Last Billed label in Account List
Change the label on Last Billed to be Last Billed/Created or something. It's confusing to have a last billed date for prospects & leads.
4 votes -
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 votesMoving this up in priority for visibility as a candidate for future development.
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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 -
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 -
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 -
4 votes
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it would be AMAZING if we could chose our own default date on the estimated closing date in the deal process.
because we are judged internally by the # of deals we put in each day- not necessarily when they will close- it would be great to be able to set my own default date on estimated close date- to the current date. or have a drop down of options- todays date, 30 days, 60 days...or enter your own
2 votes -
Expand global search to include notes, phone numbers, and emails
It would be amazing if the search bar could find notes on an Account, Agency, or Contact. Also the notes on an activity as well. I often put in notes and remember a key word or phrase i used with a client but not the specific person or business i worked with and need to find them.
My desk also has a lot of sticky notes with phone numbers and emails on them and i can't read the name. I want to search for phone number or email to make sure I can throw the note away and stop trying…
2 votes -
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 -
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 -
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 -
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 voteThere’s a technical reason right now why we do not allow the name change, but this is a candidate for future improvement. Moving this up for more visibility to our product development team.
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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 cell1 vote -
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 voteThis 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.
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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 voteTags as filters on alerts sounds useful. Let me move this up for review and see if we can think about it for the future.
Thanks!
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Split Deals
Example - There is a 12 month Deal, need to change this into 4 small Deals Q1, Q2, etc...
1 vote -
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 -
1 vote
We are working on a new reporting engine that should allow us to view dollars by month and quarterly amounts. Moving into review in order to make this more visible as a candidate.
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Add a tab in the Account Profile section with Account budget
Add a tab in the Account Profile section with Account budget
3 votesWe 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!
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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 voteWe’re considering enhancing our integration with Office 365. I’m going to move this to being under review so that we can take a deeper look at it.
Thanks for the feedback!
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