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!
238 results found
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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 -
Tagging Agencies
Ability to Tag Agencies and pull in this information into List Builder
1 vote -
Option to show cents or not
Have the option to display the cents or not on the totals on Reports and SalesOutlook
1 vote -
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 -
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 -
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 -
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 -
Build Your Own Custom Alert
Ability to create your own custom alert with boolean logic
1 vote -
Filtering Quiet Accounts Alert with Tags
Filtering this alert based on Tagged accounts would be extremely helpful as we are trying to focus efforts on specific accounts that we are using tags to catalog against.
1 vote -
Include budgets in role permissions
Budgets are missing from role permissions (read, create, edit, etc.). This should be an option when setting up a user (Manager/Corporate) with read-only permissions for other entries (Account, Contacts, etc.).
1 vote -
Adding Activity Options
on add activity - can you add other options ( like update deal status, date, etc)
2 votes -
Adding Multiple Activities
For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.
3 votes -
Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend
Vendors they want data pulled from for Customer Facing Reporting:
• Analytic Owl (I have contacts)
• Veritone (I have contacts)
• Simplifi
• Recrue Media - https://recruemedia.com/
• Gulf Coast Web - https://gulfcoastweb.com/1 vote -
Bring Salesperson Preview back to Monarch
I'd like to see the Salesperson Preview brought back to Monarch to see the dollar/budget impact on potentially shifting and moving around accounts
5 votes -
Be able to add the run dates for Deals
It would be great to see the exact flight dates for the pending deals entered. This will help management price and update rate cards.
1 vote -
Report Totals Should be Included in the "Roll up Results By" option
When I run a report, like the Forecast Report, and i choose to run Month +2 roll up by month, then each of my items will display by month for the current month + next 2 months.
I need my total row to do the same thing. Currently it only displays a single total row for all months like the Lump Sum view.
3 votes -
Ability to add email activities with MP3 audio files when using the Activity Integration vcard
My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great
1 vote -
Guests on Activities
I am a manager. I'd like for my sales team to be able to assign me to activities like possibly creating an "other" activity type activity and then tell me to write the client a letter or to create a meeting and ask me to join them.
1 vote -
Have the years listed as columns in the Multi Year Sales History Report
It would be nice to have the option to have the years in the Multi Year Sales History Report display as columns instead of having them stacked on top of each other in rows.
1 vote -
Filtering Reports or Account List by Shared Accounts
It would be great to be able to filter a report or the account list for shared accounts to see all the shared accounts and the salespeople working them.
1 vote
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