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!

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264 results found

  1. 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

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  2. 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

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

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  3. 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 vote

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

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  4. phone number on website

    I am having issues getting into Matrix. It would be nice to have a phone number on the main page to contact you.

    1 vote

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    0 comments  ·  Sales Intelligence  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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 vote

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

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    Sounds 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!

  6. 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

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

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  7. 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

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

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  8. 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 vote

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  9. 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 votes

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

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  10. 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

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

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  11. 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

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

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  12. 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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    0 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Folders inside account lockers

    Hello Matrix Team,
    I am suggesting two things:
    1. To be able to copy a whole folder from our computers into Matrix. For example, I have a folder in my laptop documents for Blue Cross Blue Shield 1st quarter. All the avail requests, submissions, copies of orders, makegoods etc go into this folder. Rather than have to copy this 20-30 documents per quarter one by one into Matrix it would be nice to just be able to put the entire folder into matrix.
    Second-we need the capability to organize account documents in the locker into folders, typically with regional accounts,…

    6 votes

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

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  14. Prospecting Pipeline Management

    When entering prospects, I'd like to be able to better-manage the process within Matrix for leads/prospects that have no dollar amount attached to them. I would like a way to rank closing-potential and have a 1-100 probability scale along with multiple stages of a pipeline to choose from. The Bird's Eye View and/or a report should be able to show at a glance where each of your new business prospects are in the pipeline. This should be integrated with current and pending activities.

    1 vote

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

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  15. Account and Revenue Report

    I would like a report that shows the following:
    Account, Primary Contact, Primary Contact Phone Number, Primary Contact Email, Revenue TY $, Revenue LY $

    1 vote

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  16. Deal name on Espresso Shot

    In the recently imported section of the Espresso shot I'd like to see the deal name and be able to quickly see what revenue didn't match to a deal

    1 vote

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  17. Revenue

    For account executives: I'd like there to be a section on my home screen that would keep a running total of what my sales commission paycheck is going to be for the month. Additionally, there could be another tab that would show me how much more my paycheck would grow if I closed the pending deals in Matrix.

    1 vote

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  18. Email All Button

    I would like to have an e-mail all contacts button under each account. It would populate all the e-mail addresses without having to click on each individual hyperlink, and copy/paste

    1 vote

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

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  19. Import agencies

    Need to be able to import agencies the same way accounts can be imported.

    2 votes

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

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  20. find contact by phone number

    have the ability to look up an account or contact by phone number

    1 vote

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