Matrix

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  1. Enable Manager level emails to register as an Activity on ALL accounts regardless of the Owner of Account.

    As a Manager, I use List Builder to send emails to Open and House accounts. Because the account is not in my name, it doesn't register therefore, not tracked.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Outlook to Matrix Calendar - help me help my managers

    I understand that we can create an activity in Matrix and save to our outlook calendar, but I would love a way to go from Outlook > Martix. For example, we could BCC an appointment from Outlook to Matrix just like we can emails. Our managers need to be able to track our activities in Matrix, however it is a hassle for us to re-create all our outlook meetings to the matrix calendar for them to see. It's also a hassle to stop working, log into Matrix, create the appointment, save to outlook, THEN forward to our clients. Especially when…

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Edit Notes

    There is a new section of activity called notes. I want to be able to add the date without typing it each time and I want to go back and edit the note if I need to update it. Without this option, I will go back to making everything an activity.

    Also, if you copy and paste notes from a meeting and its spaced out or bulleted, it all smashes together in a paragraph so its hard to read your notes.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. How to "batch" change activities from incomplete to complete?

    For us sales folks that get behind on our activities uppdates, it'd be great to be able to "batch update" them from non-complete to complete!

    2 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. If Outlets are selected on Activities, then consider them as part of a manager’s security partition

    Example, if an AE has access to Pittsburgh and LA, if an activity is added to the LA Outlet, then a Pittsburgh only LSM should not be able to see the LA Activity

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add Manager Activity feed into Espresso Show

    As managers, we often call on our own list of accounts or set individual meetings with AEs accounts. Is it possible to add a Manager's activity feed tied to accounts to their daily espresso shot?

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to upload a photo into the Matrix Locker

    Specifically on the mobile version - it would be really great if we could upload a photo into the Matrix Locker. Often times I am out dropping off things for clients - and being able to snap a photo of it and add it into their file would be super helpful. (Or even if not a photo file, ability to upload a pdf via mobile would be helpful - since I can scan an image as a pdf in my "Notes" app on my iphone)

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. I would like to track all New Business Activities

    I would like to track all New Business Activities with an exclusive NEW BUSINESS activity option

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Multiple Projects to an Activity

    Currently can only add one project to an activity. A seller might be pitching multiple at one time so it would be much easier to note that in a single activity than having to create duplicates.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Master List - Sort on Last/Next Activity

    The reason I do this is to visually see how many activities a seller has on the days ahead.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow AEs to delete a note on account profiles

    I just accidentally wrote a note in a wrong account and wanted to delete it. I found out through your live chat that this is not possible. It would be a very helpful feature.

    2 votes

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make it possible to select multiple activities at once to "complete."

    Make it possible to select multiple activities at once so that if you get behind on "completing" them, there is a time efficient solution. Currently, I have added activities for months that I haven't "completed" because it takes the system over 5 seconds per activity and I'd be sitting here for well over an hour just to do that alone. It'd be helpful to have the option to select multiples at once

    3 votes

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow a user to change their default email type for emails sent to Matrix for Activities

    When I bcc Matrix in my emails it shows up in my Activities as "EMAIL". The majority of my outgoing emails are in the prospecting sequence. Can I update that to just default to "3.Email" under Prospecting activity?

    1 vote

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  14. filter the activities calendar view to show only incomplete activities

    filter the activities calendar view to show only incomplete activities for ease in dragging to alternate dates. when we dont complete one its not efficient to go into each activity and change the date moving it forward. even color coding differently would help.

    3 votes

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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add the last activity dates to My List

    It would be helpful to add the Last Activity Date Colmun to the My List view. It is currently on the Master List but not the My List account view.

    6 votes

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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add an area for Client Address when adding an Activity

    Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.

    1 vote

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    I’m wondering if we had better quick options on the Location if that might be useful?

    For example…
    1. Set Location to Account Address
    2. Set Location to Agency Address
    3. Set Location to Contact Address
    4. User Specified Address (as it is today)

    This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.

    What are your thoughts on this as a workflow?

  17. Add Zoom as an Integration

    Manager would like to add this to her calls activities on her calendar/list.

    2 votes

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. More than one phone number field needed

    We need more than one phone number field. I have many clients with multiple locations. But I can only list one and track activity easily. Replace the fax number field. Or make it optional. Also do not need a fax number. I find it difficult to use matrix activities for any client with more than one location.

    2 votes

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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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