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552 results found

  1. 3 votes

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    1 comment  ·  Admin →
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  2. Creation Dates for Prospects

    Need Creation Date added for Prospects so I can see old Prospects and newer Prospects. We will reassign those older Prospects to other AEs at some point.

    2 votes

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  3. Need to filter the account and master account lists

    I am trying to use the master list in matrix to check an account. There are 280 pages of accounts listed here that include all properties that griffin owns.
    I would like to see ONLY Kwtv, online, and News9 Now. The Tulsa lists are lengthy and i don't need to see them.

    1 vote

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    We just finished testing the filters on the account and master account list. Look for this feature in the next release, and thank you very much for the feedback on this one!

  4. Allow modifications after a deal has be selected as "won"

    I just attempted to revised the monthly billing and the account is locked. I want to forecast as accurately as possible.

    17 votes

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    2 comments  ·  Deals  ·  Admin →
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    We have just finished testing this feature and I’m happy to say it will be a part of our January release! Finally you will be able to edit deals for make goods and credits so that you can be better informed next year when reviewing historical deals :)

    Thanks again for this great idea!

  5. Need to have decimals for commissions.

    Instead of just allowing whole numbers, have commissions be 4.5% or 4.25%

    2 votes

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  6. I need to be able to create prospects as a manager

    I have Managerial access, and I also need access to input Prospects. So our AEs don't have to, I need to do the leg-work of inputting prospects because there are other lists I have to check for duplicates, and our managers would rather have the AEs out on the streets rather than entering prospects.

    2 votes

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  7. More Heirachy levels for mulit year reports

    I need to pull a report for a sales person and then see specific accounts under that sales person. Can't be done yet.

    1 vote

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  8. Mobile Web or iPhone App for Matrix

    Tailor it mainly to input activities and Deals. Would need to access client data base to see if an account is claimed while on the road.

    1 vote

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    We will be going live with the mobile version next week! Thanks to everyone who participated in our user experience testing and provided feedback.

    Please keep in mind that this is only for phones. Tablets will continue to access the main site as they do right now.

    Thanks!

  9. 19 votes

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    2 comments  ·  Deals  ·  Admin →
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    We are enhancing the whole deal experience at the moment and this is part of that enhancement. We have removed actual dates but are keeping the months/years around. This will work out better for anyone who uses non gregorian calendars and alleviate confusion as to which calendar you are working with.

    You can expect to see this as well as other Deal Enhancements in our next release currently scheduled for later this month!

    Thanks for your feedback and patience.

  10. Improve Workflow for common tasks

    When I input an activity that is essentially complete, it would be great to be able to create the follow-up activity as well. This action would create two items: the complete task for reporting/review and the incomplete task for follow up.

    Similar workflow should be implemented for creating new accounts. Once a new account has been created, there is a good chance that the user may wish to create a new deal, activity, or contact. It would be nice to be guided through common workflow.

    3 votes

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    Activities now have the ability to Save & Add Another. You may create a new activity based upon the current activity’s Contact, Account, and Agency at any point in time. It does not matter if the activity is complete or incomplete when initiating this process.

    While it is not currently available to end users, you will see this feature in an upcoming release and release notes.

    Thanks to all for helping us get this together!

  11. Allow phone number fields to accept extensions

    If a contact has an extension I can't enter it in the phone number fields. Phone number can only be in the format of 123-456-7899.

    I'd like to be able to add extensions like 123-456-7890 x123

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
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    We have just finished up testing on this feature. Turned out great! You can add phone numbers like (123)456-7890 x123 and Matrix will happily accept them.

    Thanks for this great idea!

  12. Need to list E-Mail as an Activity Type

    When I add an activity, the only choices are meeting and phone call. Other could be there, however E-mail is a very common means of interacting with a client.

    7 votes

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  13. I need to be able to look at revenue by other things

    Examples:
    1) NEW BUSINESS
    2) DIGITAL
    3) TRANSACTIONAL
    BY ACCOUNT/MONTH/QUARTER/ANNUAL

    5 votes

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  14. Make the default sales profile style a grid, or give a preference.

    The graph is nice, but I prefer the grid as the primary, go-to format.

    3 votes

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    1 comment  ·  Admin →
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    We just finished up changing the default view of the revenue pods to be a grid instead of the chart. Keep in mind we also gave this entire feature a face lift so we hope you find great value in these changes.

    Thanks for the feedback, and we can’t wait for you to check this out in the next release!

  15. Make Due Date column wider on the AE View Activities screen.

    The text gets cut-off in the AE View Activities screen (Due Date column). Make Due Date column wider on the AE View Activities screen. It is currently difficult to understand when the task is due. Even though there is a divsion line betwen future and past due, it's confusing to see "5 Days.." in the column.

    2 votes

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  16. Default Activity start/end times to regular business hours

    When adding an activity I often add a start/end time. Most business activities take place during business hours between the times of 9 - 5, however, the Add Activity dialog defaults both start/end times to midnight.

    Instead, default both the start/end times to noon. This reduces the amount of time a user must scroll to choose a time for the activity.

    1 vote

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  17. Need to be able to toggle between quarters.

    Allow me to choose any quarter future and past.

    2 votes

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    We finished work for toggling between quarters on the Bird’s Eye View. You should be receiving an updated version of Matrix in the near future to check out our changes!

    Thanks for your feedback!

  18. 2 votes

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    1 comment  ·  Admin →
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    We finished work for viewing revenue by quarters on the Bird’s Eye View. You should be receiving an updated version of Matrix in the near future to check out our changes!

    Thanks for your feedback!

  19. allow Salespeople to modify the report period of the Ranking Report.

    It would be great if, as a salesperson, I could modify the report period for a Ranking Report. It is currently Sept. 27th, I need to be able to see my Accounts' billing for next month - its too late to do anything about it in the current month.

    2 votes

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    We have just finished testing the new salesperson ranking report, as well as many other new reports for the salespeople. This includes the ability to modify and filter much of the report in order to suit your needs.

    You can look forward to this in the next release of Matrix.

    Thanks for your patience!

  20. Need notes area to give additional information on Deals/Activities

    An area where one could input notes or additional information about a deal seems necessary. This would answer simple questions a manager may wonder like a share of a buy or additional info about the sale. This would especially come in handy when a deal is lost so that a manager can offer input for future plans.

    3 votes

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    1 comment  ·  Admin →
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