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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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234 results found

  1. Add an area for Client Address when adding an Activity

    Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.

    1 vote

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    2 comments  ·  Activities  ·  Admin →
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    I’m wondering if we had better quick options on the Location if that might be useful?

    For example…
    1. Set Location to Account Address
    2. Set Location to Agency Address
    3. Set Location to Contact Address
    4. User Specified Address (as it is today)

    This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.

    What are your thoughts on this as a workflow?

  2. Deal reconciliation for Quarter

    Deal reconciliation for Quarter Ex: Reconciling $45,000 for Q4 2020 rather than reconciliation each individual month of $10,000 for October, $15,000 for November and $20,000 for December

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    We are going to work on a view that lets you enter your pending by Quarter. Reconciliation will still reconcile by month, but will then sum into the quarter so you can see what's remaining for a quarter or by month depending on the view you choose on each deal. 


    Stay tuned as we will update the status here and in release notes as it moves through the development process and thank you for your feedback!

  3. The AE can request that an Account(s) to be reassigned from them

    It would be helpful if there was a way for an AE to submit an Account to be removed off of their Account List.

    6 votes

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    2 comments  ·  Accounts  ·  Admin →
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  4. Customize a Data Card to see only the persons (AEs, or Manager)

    Select specific people on your team, and be able to customize a Data Card with the information needed only for that specific group of people.

    2 votes

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    1 comment  ·  Pods  ·  Admin →
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  5. Add Multiple Projects to an Activity

    Currently can only add one project to an activity. A seller might be pitching multiple at one time so it would be much easier to note that in a single activity than having to create duplicates.

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  6. Need to be able to pull a list of agencies for CRM information

    Including contacts, email, phone numbers, etc.

    1 vote

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    0 comments  ·  Agencies  ·  Admin →
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  7. Export the TopDown Forecast to Excel

    I'd like the ability to export the topdown forecast to Excel so that I can save a copy from week to week.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  8. More than one phone number field needed

    We need more than one phone number field. I have many clients with multiple locations. But I can only list one and track activity easily. Replace the fax number field. Or make it optional. Also do not need a fax number. I find it difficult to use matrix activities for any client with more than one location.

    2 votes

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    1 comment  ·  Activities  ·  Admin →
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  9. Click on an account in the account list it should open in a new tab

    Hello - When clicking on the Account Link on the Account List, the Account Profile could open in a new tab. Thanks!

    2 votes

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    0 comments  ·  Accounts  ·  Admin →
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  10. Allow a user to change their default email type for emails sent to Matrix for Activities

    When I bcc Matrix in my emails it shows up in my Activities as "EMAIL". The majority of my outgoing emails are in the prospecting sequence. Can I update that to just default to "3.Email" under Prospecting activity?

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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  11. Pull a list of Notes

    It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.

    2 votes

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    1 comment  ·  Reports  ·  Admin →
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  12. Save Project as Data Card

    It would be great to have the ability to save a particular Project as a data card on the Home page. This would allow the user to access the Project more quickly.

    1 vote

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    0 comments  ·  Pods  ·  Admin →
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  13. Have the option to split an account Revenue and Budget between two AEs

    It would be great if there was a way to reassign an account so only some of the budget and revenue would be reassigned to a new AE. This would help split the account if the original AE is still with the station, and help to see more accurately the Budget and Revenue each of the AEs are actually responsible for.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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  14. Move folders within Matrix Locker

    Able to move existing folders within Matrix Locker to a new location. For example I want to parent an existing folder under another folder.

    1 vote

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    0 comments  ·  General UI  ·  Admin →
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  15. Tagging Agencies

    Ability to Tag Agencies and pull in this information into List Builder

    1 vote

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  16. Option to show cents or not

    Have the option to display the cents or not on the totals on Reports and SalesOutlook

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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  17. Have months displayed as columns in reports

    When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.

    2 votes

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    0 comments  ·  Reports  ·  Admin →
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  18. Add Option to Duplicate or Save New List (when you're in an existing list) in List Builder

    Add an Option to Duplicate a List or a Save New List Option when you're in an existing list. If I want to create two lists that are similar, I have to create a brand new list every time. It would be great to edit an existing list, make changes, and save as a new list. Similar to what you can do with updating a favorite report and saving it as new or updating an existing.

    1 vote

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    0 comments  ·  Custom Reporting  ·  Admin →
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  19. Add Outlet Grouping Option in List Builder

    Add an option for Account Outlet Group in List Builder. You have to add outlets one by one, so it would be great if all of your outlets can be populated and you can remove the unnecessary ones with an X. This would be similar to how the List builder functions with Salespeople when you add your Seller Group. You see all of the sellers and have the options to remove sellers with an X.

    1 vote

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    0 comments  ·  Custom Reporting  ·  Admin →
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  20. birthday alert in Monarch

    When entering a Birthday for a contact Monarch should allow for a reminder in some form/fashion when that date comes up.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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