Matrix

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264 results found

  1. Category column - Accounts List

    tneeder@tegna.com - From TEGNA user Tiffany Needer

    I have a great suggestion! I exported my list into excel alphabetically. I would like to sort it by "product category". That would be super helpful when I am looking for all of my tourism clients or home improvement clients, etc. Can you add that as a column?

    1 vote

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

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  2. Account Profile Page- History of Account

    The Term " HISTORY OF ACCT" should appear within the acct profile page instead of showing Activity/Contact/Details, etc..This is helpful for newcomers using Monarch.

    1 vote

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  3. tagging managers

    it would be very helpful if we could tag a manager in a note and the system alerted them that they have been tagged like in Zendesk Sell.

    1 vote

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  4. Reporting - Linked to ListBuilder

    freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder witin a report

    1 vote

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  5. Reports - Custom Account List - Linked to ListBuilder

    freddi.solano@tegna.com - Would like to still be able to filter when linked to Listbuilder within a report

    1 vote

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  6. Adding Rev Type To The Activity Impact Report

    Hello. Would it be possible to add Rev Type, to the hierarchy, of the Activity Impact Report? For me, the functionality would be extremely helpful in measuring new business data specifically.

    1 vote

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  7. Accounts and Account Management

    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??

    1 vote

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  8. Autofill client name in new activity window from same account activity window

    When viewing an activity in a account profile and then wanting to add another activity from there, why doesn't the account profile name autofill? There have been times that I will find an activity in my calendar with no customer associated with it because I neglected to do reselect the client in the account search box (my bad, but could this be avoided?). If it isn't possible to do this, then could it be possible for the activity to be rejected because there is no name associated with it forcing you to do an account search before saving activity?

    1 vote

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  9. Viewing Advertising Agencies Master List

    We need a master list of advertising agencies. New reps will save time know who is already doing business at the station.

    1 vote

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    Prioritizing  ·  0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Account "Priority" available as a reporting filter.

    In Monarch you can add a priority to each account. However, priority is not a filter in the reports. Account priority should be available as both a hierarchy and a filter in reports where it makes sense.

    1 vote

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  11. Budget locked for all

    On behal of Becki Noel (Gray):

    User wants Budget locked for all, including Managers.

    http://monarchhelp.matrixformedia.com/a/tickets/255048

    1 vote

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

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  12. Drip email campaigns to clients

    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

    1 vote

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  13. Client Name Listed in Mobile Activities

    I would like to have the activities in matrix mobile listed by client name first! When in the field traveling it's easier to plan route based on client location. The subject is ok to list, but useless without who project or plan is for.

    1 vote

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  14. Deal Preferences

    This is from Elise Korte (Hearst) ekorte@hearst.com, please see below:
    My idea is for preferences...Here at KETV, we have 5 platforms with 4 different codes. Currently, I have all of my options set up as preferences. However, it's so much to view that we lose sight of the top of the page and don't know what month we're working on anymore (see screenshot for a current deal i have pending). I was wondering if when we do a deal that we could have the % pre-populated with each line (if we didn't have them all saved as preferences). Second…

    1 vote

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  15. Budget AutoFill Round Up or Down

    mhettinger@hearst.com Mike from Hearst Omaha, would like the budgets to rounded up or down after the auto fill is ran

    1 vote

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  16. You should have a feature which updates the new year with all the prior year's deals.

    I am going to put in all my deals for 2022 for all my active accounts. This way my manager and I will have a better grasp on what is coming in, what can be expected and better insight into pending. This means I am going to take each month of 2021 and type it into 2022. I know you have a feature that copies the same amount into each month. But many of my accounts, especially the large hospitals, auto dealers, state government, -- have different amounts in each month. I have to spend a lot of time to…

    1 vote

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  17. 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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  18. Links Inside Accounts: User Friendliness

    Have the account name be clickable when in a screen inside the account. *Example, on the page after adding an activity, I have to use my back arrow to go back to the main account page, or search for the account all over again.
    *It would be beneficial to have the accounts’ info tabs as links available at all times when inside the account.
    Suggestion: Contacts + Add contact, Activities + Add Activity, Deal + Add Deal, etc. As you do on the main page.
    *On the main page, where is lists…summary, activities, contacts, deals. It would be beneficial to…

    1 vote

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  19. adding percentage of budget to the birds eye view section

    you know that part up top where it says not quite there yet... your booked dollars need X$'s to meet budget? woudl be great to add a percentage of budget to it as well

    1 vote

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    1 comment  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 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…

    2 votes

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