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!
567 results found
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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 voteMonarch 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!
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Have the ability to download Alert results from within Monarch
No ability to download alert results from within Monarch, why?
6 votesWe 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.
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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!
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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!
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Account List Filters should be sticky
Although one of the other SAs has "Leads" checked under Type in Accounts filters, I do not and I have to change it every time I go in, which is rather annoying.
2 votesThis feature will be released with our June 2025 release! Make sure to take advantage of it as soon as possible as it has been show to also decrease the load time of the Account List!
Thanks!
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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.
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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!
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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.
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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!
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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!!
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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!
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Add an alert to prevent double booking activities
When booking a new activity in the activities tab, it gives you a drop down to choose the time. Could there be an alert if you've already scheduled an activity at that time?
1 vote -
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!
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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!
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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!
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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!
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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!
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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!
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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!
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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.
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