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!
237 results found
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Add a tab in the Account Profile section with Account budget
Add a tab in the Account Profile section with Account budget
3 votesWe are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.
Stay tuned!
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REV CODE for WO Traffic Sales Adjustments
Sales Adjustments in Wide Orbit Traffic are currently hitting an account as a negative "sale" in Matrix. We need the ability to code these Sales Adjustments separately, in a REV CODE, so that we can accurately see the gross billing for an account in a given month. If we can select, or de-select the REV CODE for Sales Adjustments in Matrix, we will be able to accurately see what happened with an account.
1 vote -
Most contacted pod does not include Agency Contacts
When we have an agency contact attached to an account, and they have activities attached, the "Most Contacted" pod does not show the contact name. Only the Account Contacts with activities.
Can someone explain why this is, especially when we do a lot of Agency business.
2 votes -
scheduled calls
when scheduling a call - imported into my calendar - when the calendar reminder comes up, there's not an automatic integration of the contact's phone number.
when on the road, that means, pulling up matrix, finding the account/contact and then calling - instead of simply opening the3 votesAdding this as a candidate for upcoming activity changes.
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espresso shot sent on Saturday and not Monday
Any orders put in on Friday are not reflected on the Monday espresso shot, it makes more sense to send it on Saturday.
1 vote -
add contact person name area to "add a prospect" window
add contact person name area to "add a prospect" window. Consider letting me add an Agency at the same time. Or add an Account when I add an Agency. Account/Agency/Contact would be useful to add all at the same time when I know them.
3 votesWhile prospecting, it makes sense to also add in the people you might know. I’m going to pass this along to our team for consideration in future Account changes that we are planning to do. I want to make sure that this is a candidate for development.
Thanks!
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User Profile - field for the users TITLE
Most users are Account Executives but it would be great to have a field for title - for those in the Manager Roles ... ideally a drop-down box for consistency, something the local Admin (me) can maintain.
1 vote -
Show our comission
I would like to see all comission from all deals, and imigrations from OSI. We enter our account types in both systems, which sets the comission percentage. Instead of just being able to add ourselves in quick deal I would love to log in every day and see how much I am making/losing to motivate me more and keep myself most informed.
1 vote -
1 vote
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Mid-day import process
It would be very beneficial to have billing updated from the traffic system mid-day as well as overnight.
1 vote -
List Builder Filter on NOT
In list builder, I would like to add a NOT filter. For example, I want everything with a certain tag but not assigned to a specific sales person.
1 vote -
download activities
When they download for outlook it should download as an appointment, not a meeting. Sometimes I just want to add the task to my calendar.
1 voteWe’re considering enhancing our integration with Office 365. I’m going to move this to being under review so that we can take a deeper look at it.
Thanks for the feedback!
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Date for when deals were last updated should be easier
As a manager, being able to review the date and AE has last updated their pending is a valuable metric. Currently, the only way I can do this is to go by AE/ by account. That is very cumbersome. If it could be BY AE and then WITHOUT drilling in to each acct. a notation of last updated by the acct. it would be so much easier to handle revenue projection (knowing when to drill in and ask questions)
1 voteSounds like you want to know salespeople that have not updated their pending in the last X days which we could achieve as an alert in the system!
I’ll put this under review so that we can dig into it a bit further in the near future.
Thanks for the feedback!
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Ability to "cc" other individuals when an account is approved - i.e. sales assistant
Ability to "cc" other individuals when an account is approved - i.e. sales assistant
1 vote -
Delete shared reports
Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.
1 vote -
Share shared reports
Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.
1 voteGood idea. I think I know just the workflow to keep things clean and achieve this through a future enhancement. I’ll post in comments shortly if you’d like to let me know your thoughts.
Thanks!
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Reassign the office on a deal when the account's office is reassigned
We reassigned many accounts to another office recently. After running the Forecasting report I noticed that it was off. Turned out that the offices on the deals do not update under this workflow. I'd like for the office on any open deals to change to the affiliated account's new office when performing an office reassignment on an account.
2 votesI’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.
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create activity from account list
I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List
1 vote -
remove shared access
If an AE leaves and all accounts are reassigned, shared accounts remain shared. There isn't a way to filter for accounts shared with this AE and there isn't a way to remove one specific AE from an account that is shared with multiple AEs. thus making unsharing the accounts very tedious. :(
1 vote -
Need more info in the search results
When searching for a contact with the main nav magnifying glass sometimes there are duplicates because two different people have the same name, with out the company name I don't know which one is the one I'm looking for. It would be nice if all of the reulsts had some kind of qualifier on them, Contacts - Company, Accounts - perhaps AE or type, Salespeople -Team, etc.
1 vote
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