After making changes to accounts, the system automatically brings you back to page 1 regardless of what page the change was made. Can it be fixed so that when you go back after the change, you are brought back to where you were??

It would be great if we had campaigns to choose from for clients to be set on automatic to stay in touch throughout each process. 1. prospecting would have great information regarding marketing and why using our digital or TV medium would be good for them. 2. Current Clients: stay in touch, reinforce their decision to use us. All of this would be automated email once a month or twice, depending on the different campaigns you can create. Maybe even category specific

blandon@wabi.tv requested that Lead Accounts be deleted easily when rejecting Accounts

an AE may not be actively collection the current aging amount ...but the data should be available - in the event a client asks total due - the AE would have that data in MATRIX ...rather than having to go to the traffic software for the current piece.

Instead of going out of the actual account page to contacts in order to delete a contact, please make it so we can delete a contact right on the actual account it needs to be deleted from.

Optional, ran into the BCCA this morning, thought this would be an interesting data source

Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.

In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.

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.

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

Add additional outlets to a Billing Account.

historical billing should stay on original account owner during reassignment

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.

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

When I export the Master List it does not keep the category information. It would be helpful to separate out certain items such as Categories from the Master List.

See the Group names and the accounts underneath this group name

Can we please have Facebook as an Integration? Most of our clients utilize Facebook, not Twitter or LinkedIn.

We struggled with this on Efficio…we would like to make them include minimally an address and phone# or email and phone# but there is nothing on this account.

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.

If a sales rep can 'enter' new biz account name, then they should be able to change that name if it is not owned by any other salespeople.

As a manager it would be helpful if there was a a way to add notes to an account that has multiple AE's and have those notes transfer across to all? We have a split sales team here and that would be a huge help for me to create a note that transfers across to all AE's accounts.