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!
562 results found
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Allow more results to show in the Search criteria
I have 6 accounts that start with the same name, but the search only shows the first 5. The one I want is #6, so I can't use search to find it.
I suggest you provide an option for "more results", which will bring up the next 5.
0 votesWe just finished this up and it’s working pretty well! Can’t wait to get this out in the next release. Thanks for letting us know about this need!
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Add in the type of activity on the pod in the AE Scorecard
When logged in as a manager and viewing the activity pod on the AE scorecard, there is no way of knowing if the activity is a call, meeting or other. When logged in as a rep, the little icon shows in their list of activities. It would be helpful to include that on the manager view.
0 votesThe icon has been implemented and tested. You should see it in your next update.
Thank you!
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