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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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552 results found

  1. 1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    I’m excited to hear about your interest in this because it is functionality that we have today!

    Within Monarch there is a feed in the upper right (bell icon that may also have a number beside it indicating the number of things that you may want to do).

    By default we have the Leads to Approve notification enabled for all managers that shows you the accounts that need your attention. It will flag with new results every time a salesperson submits something to you so we highly recommend that you check this out and the many other notifications that we provide.

    If you have future ideas please send them our way! We love to hear about our customers’ needs.

    Thanks!

  2. Sorting Budget Column

    Would like to be able to sort by the months (ascending/descending) within the budget interface. this will allow me to bring lines with/without budget to the top so I can more easily edit them.

    1 vote

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    0 comments  ·  Budgets  ·  Admin →
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    Months are now sortable when entering budgets. Additionally you can choose to hide rows without a budget later in the budget workflow so that you are only working with budgets > $0.

    Thanks for the feedback!

  3. Add notes to Contact

    Ability to add notes to Contacts

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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    This functionality already exists within the product. When you are on a Contact Profile tab, there is a “Add Note” button within the History section. This area is meant to contain all activity and notes affiliated with the contact.

    Thanks for the feedback!

  4. Ability to see every day how much booked revenue was added or decreased

    Having the ability to easily see every day how much booked revenue was added or decreased from the previous day in a report.

    The reporting workarounds right now:
    Daily Change: Pull the Pacing report and select yesterday’s date on both the $ Change and Pacing As Of date.

    Weekly Change: Pull the Forecast Change report to look at a week by week view, select a Forecast As Of date and export out of Matrix and put in a calculation to calculate the difference in Booked $ since it only shows difference in Forecast $ and difference in Forecast %.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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    This can now more easily be completed by creating a Favorite report of the Pacing Report and then ensuring that you set it up to be used as a data card on the home page.

    This essentially makes it a one click (or no click) option after you log into Monarch.

    Thanks for the feedback!

  5. I find that when I export a reps account list into Excel, the way Matrix exports the date for billing and activities combines the month and

    I find that when I export a reps account list into Excel, the way Matrix exports the date for billing and activities combines the month and year into one field. It makes it impossible to sort the list by date as a result. Excel or Numbers will simply sort by the first digit so all the January events will be grouped together - regardless of the year. If I need to sort a list by any dates I have to create a second column and enter either the month digit or the year digits and then resort. Having the date…

    1 vote

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    2 comments  ·  Reports  ·  Admin →
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  6. Agency Contact Count for Lead Submission

    When Submitting a Lead, it would be nice if the Agency Contact associated with the Account would register as a Contact that is needed for Lead Submission.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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    Our Monarch product does exactly that! We built a slick new contact experience into each Account Profile that allows you to pull in specific contacts from Agencies and if you happen to be pulling them in for a Lead then they will quality for the required contact criteria.

    Thanks for reaching out to us! If you find that this isn’t your experience please reach out to our support team and they will be more than happy to walk you through the experience.

  7. Delete Tags that are no longer needed from the list

    I guess if you are looking for ways to improve the product, deleting tags would be a good one. Our list is rapidly filling up with useless stuff. I’ll have to suggest better management on our end. Thanks for following up.
    Cindy

    3 votes

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    Tag maintenance has been completed. It’s a way for you to merge, rename, or delete tags. It works much the same way Account maintenance might in that you can merge items that are spelled differently but are really the same, rename misspellings, or delete old tags that are no longer needed.

    Note that if tags are deleted they can be created again so nothing prevents you from changing your mind in the future or another person from using it if it become needed again.

  8. Editing and Activity after you've saved it

    Seems as though once an Activity has been saved and I leave that account, I can't find a way to edit the Activity when I go back to the account. Am I missing something?

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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    All Activities display on the Activities Tab of the Account Profile.

    We display future, incomplete activities first, and then completed historical activities below those.

    If you are not seeing your completed activities on an Account Profile then I encourage you to reach out to our support team. The Live Chat option in the lower left will get our attention quickly and we should have you on your way.

    Thanks!

  9. Activity log

    We need the activity list to include the date added and ability to sort by that, so it is easy to see your daily activity for Activities or Notes entered and so that you can sort it by day.

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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    We provide salespeople the ability to see daily activities from a data card on the Home dashboard.

    Add the Today’s Upcoming Activities data card in order to view the next 3 hours of activities on a mini calendar view or click the link to view all of today’s Activities.

    It’s simpler than going to your Activity list and messing with sort options, and we’ve found many user build up a simple work flow on the home page of things that they care about.

    Additionally our Espresso Shot is sent out each morning via email and it includes Today’s Activities and it’s a great way to plan your day before even getting into the office each morning. If you are not currently subscribed then I encourage you to check your My Profile from the menu in the upper right and enable the Espresso Shot on the Preferences tab. It’s filled with…

  10. Allow mass removed tags from accounts and contacts

    • Issue: Several accounts have been tagged with a no longer needed tag.

    • Current behavior: Matrix allow to mass tags accounts and contacts - However, AE's and managers have to go to each account and removed tags, this is a very time-consuming process.

    • Pros: adding the feature will reduce the time taken by users accessing each account in order to remove tags.
      Time effective and very practical.

    Additional information or feedback given by client:

    it would be easier to check boxes for adding a tag in the accounts section.....much faster their...then add them to a list later

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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    Tag maintenance has been Introduced.

    It’s a way for Admins to merge, rename, or delete tags. It works much the same way Account maintenance might in that you can merge items that are spelled differently but are really the same, rename misspellings, or delete old tags that are no longer needed.

    Note that if tags are deleted they can be created again so nothing prevents you from changing your mind in the future or another person from using it if it become needed again.

  11. Display contacts job title under contacts tab - Account profile page

    Please see Susan's explanation below:

    The business need is when looking at an account with multiple contacts (and as a manager you may not be familiar with all the contacts and what they do) it would be more convenient to see the titles versus having to open up each contact to get to the marketing director, for example. In this particular example, I entered these contacts in a couple weeks ago from a trade show we attended and now want to send emails to marketing directors or executive directors.

    I am asking because I believe it was a view that…

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    Monarch has been designed to do exactly this.

    When you view the Contacts tab you will see a list of contacts from the Account as well as any from the affiliated Agency that you have added for ease of access.

    We display the title, company, email, phone, and social media information at your fingertips with quick access to the Contact Profile should you need more information.

    If you’re having any trouble with this, please reach out to our support team and we’ll be happy to assist you further!

    Thank you!

  12. Have the ability to download Alert results from within Monarch

    No ability to download alert results from within Monarch, why?

    6 votes

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    7 comments  ·  Alerts  ·  Admin →
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    We have just completed the development effort for this, and you should be seeing it in Monarch on August 5!

    Thanks so much for the feedback. We hope it brightens your day and makes using Monarch a tiny bit better.

  13. Email content should show up on the Account profile via Activity tab

    Currently, the email content only shows on the Contact profile, not the account profile via activity tab. It would be nice if the email content can be accessible through account profile

    2 votes

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    1 comment  ·  Activities  ·  Admin →
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  14. 2 votes

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    1 comment  ·  Budgets  ·  Admin →
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    With filters and autofill on the same page, you can more easily autofill by Outlet now by changing the filters to reflect that one or more outlets that you wish to autofill.

    Thanks for the feedback!

  15. Add zero billing accounts

    Please add zero billing accounts to our account lists in Matrix to be viewable on our own lists as well as other AE's so that we do not duplicate.

    6 votes

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    6 comments  ·  Accounts  ·  Admin →
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    We have rolled this out to all but a handful of our corporate customers now and are still getting groups lined up to make the switch to what we call "Multi-Stage Account Management". 


    Zero billing accounts will be converting BACK to prospect so that visibility can be maintained for others as well as making it easier for the owner to access their accounts.

  16. Activity report: add column for time

    When exporting to excel, the time does not show up as a column. Can this be added?

    4 votes

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    2 comments  ·  Activities  ·  Admin →
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  17. 15 minute increments on Activities

    I have meetings that require this. can we fix? This includes the ical download to show 15 minutes too

    7 votes

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    1 comment  ·  Activities  ·  Admin →
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  18. Have Company Name display on the Matrix Activity Calendar

    I noticed in Matrix on the daily calendar, there is only contact name, not the name of the company. On the Outlook daily calendar, it gives the names of the companies. The outlook appointments were scheduled through Matrix. Is there any way to get the company names on the Matrix calendar? Obviousy, I deal with more than one Bob, John, Mark, etc.

    4 votes

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    3 comments  ·  Activities  ·  Admin →
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    Our calendar has been updated to now show the Agency, Account, and Contact. Depending on the size of your screen and resolution, you might not be able to see everything. However, if you hover over the calendar activity you will see the full text.

    Thanks for the feedback!

  19. Do not see my current active agencies

    Why does Matrix show all agencies when on the Agency List, when 1/2 of them have stopped doing business with my accounts?

    This is not a true representation of the Agencies that I am working on. Why can't there be an option to show ALL agencies, and the default would be show only agencies with accounts that have billed within the last 12 months? Or even better, following whatever our New Business by definition is set to?

    I am not happy with this setup, and has render the Agency List useless.

    5 votes

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    4 comments  ·  Agencies  ·  Admin →
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    The Agency List now has an option to Display Accounts by the latest Agency only


    This will only show the latest agencies so that those an account did business with years ago but are no longer working with will not show up rendering you a current agency list.


    Thanks for the feedback!!

  20. Moving Contacts & Agencies between AEs

    We recently hired a new AE to replace an AE that left earlier this year. We would like to move those contacts under the new AE for many reasons, including activities and list builder. As it stands the AE needs to re-enter the contact information under their name.

    3 votes

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    2 comments  ·  Contacts  ·  Admin →
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    We have just implemented Agency Reassignment which will reassign the Accounts affiliated with the agency as well as information from that agency such as contacts and activities. 


    If you are a manager, please take a look at the Agency List and try a reassignment out for yourself!

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