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552 results found

  1. Show the email body during Activity Report

    I'd like a way to see the body of an email for an email activity on the Activity Report. The export might be too much since emails can chain on for days.

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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    The Activity Report now shows the email body for email activities. Click on the email icon at the Activity level of the report and you’ll be able to view the contents.

    Thank you!

  2. Account filter is unsearchable

    Currently the Accounts filter on the report becomes unsearchable if the user selects Outlets, offices, Categories, Rev types and Salespeople in the filters that don’t have billing associated to the Account that the user tried to search for. To make the Account name show up in the search box in the Accounts filter, the Outlets, offices, Categories, Rev types and Salespeople filters need to be properly chosen.

    Accounts/ Agencies filters on the report should be searchable all the time regardless the values are selected in other filters.

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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    All filters are independent of each other. This means I could set the category for something like “Legal Services” and then search for the Account “Burger King” and while the selections are valid, there will likely not be any results that return to screen.

    This is expected.

  3. Have the ability to go into the Deal setup from the Performance page

    When on the performance page looking at a full month….if there is pending money, that account has a green dot before it which you can click and quickly be taken to the deals page and update all months
    For the accounts that don’t have any revenue pending, wouldn’t it be convenient to have a different colored button before the account name that you could also click and go right to deals?
    Changing deals appears to be simple….adding a deal takes too many steps.

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    We have implemented the ability to update and create deals from the Sales Outlook (which was formerly part of the Performance page, now merged into Home as a data card).

    You’ll now see Green dollar sign buttons to indicate when a deal exists that you can edit, or gray dollar sign buttons to indicate no deal exists with the ability to create one.

    Thanks for the reminder that this was an incomplete workflow without it!

  4. Activity Lists

    the activities list view requires you to look at the view as either complete or incomplete.

    We have to make weekly minimum data entries in matrix and keep track of client processes so we should have an activities list view that says “all” so we could see all activities for the week to ensure we didn’t miss logging something important for the client.

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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    We recommend using the calendar view for a task like this. Calendars are far easier to work with when filling in gaps since you have that visualization of the actual day that the activity should have occurred and time slots.

    You’ll find a link to the calendar on the Activity List itself and you can freely swap between the List and Calendar views.

  5. Pull a Tag Names List report. To keep track of ALL the many forgotten names of your Tags!

    We need to be able to pull a Tag list..A list of all tag names we have used & eventually have forgotten the exact way we named the tags. There are multiple ways we could name tags,when ultimately they are the same thing, but yet we can't remember what we named the tag.

    3 votes

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    2 comments  ·  Reports  ·  Admin →
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    It sounds like the root of your problem is that you have way too many similarly named tags! You’re not alone, trust me…

    So we built Tag Maintenance.

    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.

    Specifically around merged tags, if you search for one of the spellings that has been merged into another Tag then it will locate the proper spelling and allow you to select that.

    Say goodbye to multiple spellings today!

  6. 1 vote

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    0 comments  ·  Budgets  ·  Admin →
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  7. Notification when a Deal is Closed

    Contacted the help desk about this, and currently there isn't a way to get notified when a Deal is closed, only setup an Alert to celebrate Deals that were closed before the est. close date.

    This would be a great feature, so I can keep track of my AE's activity on this front.

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    We just wrapped this up and pushed it out as a part of a new feature that we call “The Feed”.

    The Feed is a notification area at the top of your screen that lets you see things like the Deals that were won this week as well as other useful information like Advertisers that are being requested to be reassigned or deals that have not been updated in some time.

    At the moment The Feed is currently experiencing some technical difficulties and we had to disable it, but we expect that this will be turned back on within a week and providing you this type of information.

    Thanks SO much for letting us know that you care about these kind of problems!

  8. Keyword search (update list searches to contains instead of starts with)

    When searching through Personal and Master Account Lists - It would be nice if Matrix allowed keyword searching. If I have the account : Riki Tiki Escalator Shack. I would like to be able to just type Tiki or Escalator and immediately be shown a list of accounts with either and/or. Instead of having to type out - Riki Tiki Escalator Shack in full.

    In another example: The Law Offices of Virginia, The Law Offices of Barry, The Law Offices of Gerard, The Law Offices of Peter, The Law Offices of Pikachu. I would like to keyword search just, Virginia…

    16 votes

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    4 comments  ·  General UI  ·  Admin →
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    We have just finished testing on this feature. It’s just as fast as ever with the added searching capabilities!

    We are still on track for getting this out as part of our winter release so keep your eyes peeled for information from us about the future!

    Thanks so much for your patience, I know this one has been a long time coming :)

  9. Monthly and Quarterly totals should display on the budget template via "fill out budget" function

    I am a manager who handle multiple AEs and stations. I would like to be able to see Monthly and Quarterly totals on the budget template while I am adjusting the budget numbers for all of my AEs. it is very cumbersome if I have to enter the budget numbers for all of my AEs and then I have to pull out the report to check on the Monthly and Quarterly totals for all of my AEs by stations.
    The function of "Budget by Salesperson and Outlet" doesn't work for me since I can only see one AE at a…

    1 vote

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    Monthly and Quarterly totals have been added to the budget entry screen as well as floating the header while you scroll so that the totals are always in view.

    Thanks for the feedback!

  10. Add show all activities button

    right now the list is either complete or incomplete, why not add a show all button so you are checking you haven't entered something twice or missed something. Also why not add a filter like date?

    1 vote

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    0 comments  ·  Activities  ·  Admin →
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    The functionality that you’re asking for can be found on the Calendar view of the Activity list. There we show all activities whether completed or not. It also makes for an excellent way to view by points in time like a month or week.

    Give it a try, and if you feel this does not scratch your itch let us know how we can make the calendar a better experience for you! We really feel it’s the future of the Activity List.

  11. It would be helpful to be able to enter meetings and appointments in Outlook and then invite Matrix so it will transfer over as an activity.

    It would be helpful to be able to enter appointments and meetings into Outlook and then invite Matrix so it would show up as an activity. This way you can invite people to the meeting and not have to enter it into Matrix as well. If you do it the other way around, you cannot see if attendees are available or have them respond to your request. Thanks.

    2 votes

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    0 comments  ·  Activities  ·  Admin →
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    We have completed this and have deployed the feature to production.

    You will need to have Office 365 in order to make use of this type of request due to the way that Microsoft is pushing their products and making general APIs available to 3rd party tools like Matrix.

    If you have Office 365 and wish to give this a try, then please reach out to your Matrix Success Manager and let us know about it! We’ll work with you in order to see if this integration might be a good fit.

  12. 1 vote

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  13. allow me to choose the date range on reports

    You only allow me to see month plus two, but I would like to be able to choose my date range. For example, if I want to see my commission for an entire year on the commission estimate report, I feel I should be able to do that if I've taken the time to input the commission. Same goes for other reports like Activity or Deal where I want to see July - June for a particular initiative that our station is doing around forecasting

    27 votes

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    7 comments  ·  Reports  ·  Admin →
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    This is being marked as completed because we have been prototyping internally and have arrived at a solution that we are very happy with.

    This solution is NOT yet in production as we are continuing to update the new reporting engine with functionality and porting over existing reports. No firm date has been set, but we are actively working on reporting changes and will release updates as stable milestones are hit.

  14. Add a Column in Accounts View that can be sorted/exported by City to make prospecting each day easier.

    Add a column in Accounts View that can be sorted/exported by City to make prospecting each day easier. Also would be great if could export city/phone and contact in excel file.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    This is a part of our List Builder. You can build a list of prospects and either choose to filter by city or view all cities sort by city. This data can be exported for offline use.

  15. View Change Since $ by month

    Currently can only see 3 months at a time. We look at revenue monthly throughout the year, and the Pacing report is limited (at best) to show only 3 months by using the Month + 2 View option.

    PLEASE, PLEASE make it possible to look at the breakout by month!

    Thank you!

    1 vote

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    0 comments  ·  Reports  ·  Admin →
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    We have completed this request with the new reporting framework in Monarch and anticipate delivering it to all customers this summer!

    Thanks for the great feedback and we hope you get a lot of use out of it!

  16. Quickly edit the Account Priority

    As I am changing my priority code for accounts I was thinking it would be a smoother process to have the pencil next to the priority code and then have a drop down of the different priorities.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    We are just wrapping up development and starting real user testing for the way that priorities work in our Monarch product in a way that kind of makes this no longer valid.

    However, I want to share what that means :)

    You can expect to place a priority by Outlet in the near future. This means the Account may be Key for a Broadcast station and a Target for a Digital station that you’re still working on.

    Along these lines we’ll also be allowing you to prospect on an existing billing account but..shhhh…don’t pass that around. Just kidding, tell the world! We’re extremely excited to be starting our Account and Agency overhauls earlier than expected!!!

    If you’re not on Monarch, now would be a great time to inquire about the upgrade! :)

  17. Provide a way for managers to track the ratio of meeting activities to closed deals

    I would like to quickly be able to see how often meetings lead to closed deals.

    5 votes

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    0 comments  ·  Activities  ·  Admin →
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    Check out the Activity Impact Report!


    This report allows you to pull Activities from a time period and financial info (Pending, Budget, Booked dollars) from the same or different time period since Activities today might not impact today's revenue but may impact a quarter or two later.



  18. Account Name Change

    We need to be able to edit account names. Not only will this cut down on the number of duplicate accounts, it will help keep the information accurate when imported into Wide Orbit.

    For example, I have an account listed as "Brothers Houligan". In reality, their name needs to be updated to "The Bros. Houligan". "The Bros. Houligan" is the correct name for the company and will be the name of the advertiser once Wide Orbit talks to Matrix. Because I can't change it, it will import the deal under "the bros. houligan" and not under Brothers Houligan. I will…

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    We have a process for this already with our Virtual Sales Assistant. If you email vsa@matrixformedia.com and tell them you want Account A renamed (or in this case merged since the real name already exists as a billing account from back to 2010 in Matrix) we’ll queue that up for you and take care of it.

    We have to evaluate each request because changing the name on one account may change the name for multiple salespeople and there may be a reason in another market why it is the way it is.

    I took care of this one for you so you should see the proper name on your account now.

  19. deal management editing

    on the deal management page - it would be great to pick the months so that when all deals list - you can know the monies there are for the month/quarter you are referencing - vs - opening each deal and managing from there

    1 vote

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    0 comments  ·  Deals  ·  Admin →
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    The new Deals page in Monarch allows you to filter the view by a time frame. The returning deals will only match for the time frame selected.

    Ex: if you want to only work on deals for the next quarter, then set the timeframe to that and work through those deals. That doesn’t mean that the are ONLY in the next quarter, just that they are deals including at least 1 month in the next quarter.

    Hope this helps! Thanks for the suggestion!

  20. Seeing a list of contacts associated with Accounts

    I'd like to be able to create a report that shows a sales persons accounts with the associated contacts attached. I see that someone else has already created a similar request "List Accounts without Contacts". That's really a very basic function and should be addresses ASAP.

    1 vote

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    0 comments  ·  Accounts  ·  Admin →
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    This functionality exists as part of our List Builder solution. In this case I recommend creating a Contact List and including the affiliated account as part of your results along with any other contact information that you desire.

    If you have any additional feedback or questions let us know!

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