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
-
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 votesEmails now displays on the Account Profile. You will see a “show email” option in order to read the email that you saved on the activity tab.
Thank you!
-
New Budget - AutoFill by Outlet
AutoFill by Outlet
2 votesWith 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!
-
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 votesWe 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.
-
Activity report: add column for time
When exporting to excel, the time does not show up as a column. Can this be added?
4 votesTime has been added to the excel and csv export.
Thank you for your feedback!
-
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 votesThis was just released on 7/22/20. We hope it makes things much more realistic in this micro meeting world that we live in!
Thanks letting us know about this need.
-
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 votesOur 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!
-
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 votesThe 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!!
-
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 votesWe 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!
-
Additional email boxes
Some contacts have several email addresses and we only have a place to enter one. It would be very helpful if there were an option to add additional emails to one contact.
7 votesThis has been completed and is ready for you to use. Now all contacts will have a primary and secondary email address that will display in locations like the Contact Profile and List Builder!
Thanks for the feedback!
-
Be able to filter on the Espresso Shot and customize it
I would like to set up filters and calendar type to only see what is important to me. I just want to see my Local business for my Local Sellers.
I want to set the timeframe too like maybe i don't want the full year or maybe i just want a month?
16 votesWe are actively rolling out Scheduled Reporting which is poised to take the place of the Espresso shot in the future as we get feedback on the new functionality.
Scheduled Reporting allows you to take many of your favorite reports and have them emailed to you at a point in time during day. For example let’s say you wanted he Forecast Report and the Activity Report to be in your inbox every morning then this feature can accommodate that!
We’re looking forward to hearing the feedback this spring! It’s currently on for about 50% of our customer base with expectations to have it fully rolled out before the end of April.
Give it a go and let us know how it’s working for you!
-
sales outlook filter by salesperson
Sales Outlook salesperson filters.
Issue: per business process, Lisa will like to view just specific users on her sales outlook when running numbers or validations when using this pod.
Request: Allowing the system to filter salespeople on this pod.
Benefit: User-friendly functionality, quick search, a better business process for the user.
1 voteThe Salespeople filter was added to the Sales Outlook earlier in 2019. My apologies for not following up on this request until now!
Thank you for the feedback!
-
List Builder - Full Page View
Allow for a full page view if the results (Columns) extend so you do not have to scroll left to right
1 voteThis has been addressed within our newest product, Monarch, and we look forward to seeing you on it in the near future!
I want to note that just because we provide a full screen view that does not mean all horizontal scrolling is removed. You may have a smaller screen / resolution or simply have a LOT of columns on at once where it cannot be helped.
Thanks!
-
Performance page Adding - graphic Chart
Performance page graphic Chart - I found that feature more useful than just the basic data about where I am to budget. It would be even better if both - the graph and the where I am to budget data - were both displayed.
1 voteThis is happening. We’re just in between releases at the moment. Expect to see a visualization that gives you a high level look at where you are with the ability to drill in to see the data as we begin transforming the Home page into a proper dashboard.
Thanks!
-
Estimated Closed Date for Fiscal Year
The Estimated close date is showing 11/01/18 and can only enter Pending in the deal for the month Aug and forward for 2019 due to Fiscal Year starts in July. It can be confusing. Thank you!
1 voteMonarch has been updated with new Fiscal Year changes.
These changes are not planned for the previous Matrix Web product, but most groups are in talks of upgrading with our Success team here at Matrix.
We’re actively rolling out calendar conversions to those that need them on Monarch. Thanks so much for your feedback!
-
Ability to change the default country
We are a Canadian country, but yet the default country is USA? Why is there not a drop down option that I can use to change this?
1 voteThis can already be done. I’ll talk to our support team and have someone change this for you soon!
Thanks for bringing this to our attention!
-
Monarch Deals List similar to Deal Management in Premium
The deals page is ok in Monarch, but it would be nice to have a list in this page and not all the data cards to look through.
1 voteThis is coming really soon...like Q1 2022 soon :)
Stay tuned to release notes as we finalize this and get it out for everyone!
Thanks for the feedback.
-
Have the ability for data cards to be user defined
Change the "My total forecast" card to display as monthly forecasting?
5 votesWe have updated the My Total Forecast card to be called the Sales Outlook card. Along with the name change, you can also drill into the card and change the time frame.. If you change it to the current month, the small card view will remember and reflect the current month.
Thanks for the feedback!
-
Have the ability to remove the Twitter feed from the Home page
I would like to replace it with my monthly forecasting.
4 votesWe’ve handled the initial phase of this request and are continuing efforts to make the home page significantly more useful for you.
This may be released in phases. For example:
Phase 1 – Handle the Twitter concerns
Phase 2 – Increase usability of the home page (like showing better forecasting information as you suggested)
Phase 3 – Consolidate redundant information from other areas and streamlining workflow.For now, I am completing this request and you should expect to see the results this summer!
Thanks so much for reaching out to us! I’ll be reaching out to some of you for feedback in the coming weeks.
-
More Detailed Pending Report for AE's to submit to managers
Hi - since we're entering details of all deals into Matrix, it would really helpful to be able to export one list to excel that shows each deal and pending revenue by month and outlet.
7 votesWe have completed the work to do this on a new Forecast Report. This report is currently in beta, so if you’d like to check it out just reply back to me!
The idea is that we are adding Deal into the hierarchy. So you might create a Forecast report by Salesperson – > Outlet – > Deals and choose to roll up the results by Month. Of course you’ll want to play around with it to see what suits your needs best, but look out for this in the near future as we get closer to releasing our new reporting engine to EVERYONE soon!
-
Have the ability to Report across years
i need all twelve months. just that i need May 2017 to April 2018 compared to May 2017 to April 2017. Currently I need to run 2 different reports, download to Excel, and do the comparison from there.
1 voteOur new reporting framework allows you to choose a custom time frame up to 12 months. This means you could run the report from May – April and see the results instead of running multiple reports, removing results, and doing a lot of extra work in order to get your results.
Thanks so much for the feedback! We can’t wait for you to get your hands on the new reports!
- Don't see your idea?