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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  1. Auto format a phone number

    When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.

    2 votes

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  2. 4 votes

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  3. Display activity notes on account profile better

    it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.

    8 votes

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  4. search bar for activity and general notes

    It would be amazing if you had some sort of search bar to find information within your notes and activity notes.

    1 vote

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  5. Add a "Difference" column to Churning Report

    I would like to see the difference between what we have pending this year and what we booked last year for our churn accounts. I also want to be able to sort by the "Difference" column to easily find where the biggest losses due to churn are occurring.

    2 votes

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  6. Add the ability to MERGE duplicate contacts.

    I added a contact that I had added previously -- instead of merely deleting, a better option would be to merge in case information is attached to one and not the other.

    10 votes

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  7. I would like it if activities could suggest a next step like creating/updating a deal upon closing

    When I close a deal, in order to follow the natural sales cycle workflow, I would like Matrix to ask something like "would you like to create or update a deal based upon the outcome of this activity?" and I can then choose to create, update, or ignore this recommendation.

    3 votes

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    This is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.

    More to come in the future as we learn about this type of behavior.

  8. Send a Global Broadcast Message

    Recently an Account merge was done where the new name was completely different than the original e.g. America's Best Contacts was merged into "National Vision, Inc". Only Corporate knew about this, and this caused several AE's to notify me that "America's Best Contacts" was missing.

    It would be great if there was a "Broadcast Message" pod within Matrix that would list any "IMPORTANT" notices to all the Managers. Even have a bubble show, like it does for Lead Approval. Anything that would cause the Manager to view the notice.

    3 votes

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

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    This sounds like a great case for our new Alert Engine! Imagine, if you will, having the ability to know when one of your Accounts was renamed, merged, or grouped in the last 7 days or so.

    I’m going to pass this along to our development team for review to make sure that we plan for a case like this in our backlog of future development.

    Thank you!

  9. 1 vote

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    We’re working on an update to our Alert Center Engine and in conjunction with a new UI that’s being developed I feel confident that we could put something together to help you answer a question like…

    “Show me accounts where thy will no longer be considered new next month and are considered new this month.”

    Might sound a little programmatic but I can’t wait to build something like this in order to provide value to customers like you!

    Thanks for the feedback! Stay tuned throughout 2017 as we rollout these updates in phases.

  10. Would like to be able to schedule an appointment that spans more than one day

    I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.

    1 vote

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  11. printing

    I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.

    20 votes

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  12. As of Date Reporting

    I would like to run reports on any historical date. For example in June, I may want to run a revenue report from January 1st to May 1st. I would also like additional options when utilzing the YTD functionality within the Pacing Report

    7 votes

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  13. Add Last Billed to List Builder as a column option

    I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.

    2 votes

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    I wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.

    I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of

    Thanks for hanging in there while we worked through this and keep sending us feedback!

  14. Add recurring events in Activities.

    If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.

    50 votes

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  15. Gregorian or Broadcast option when pulling Commissions Report

    When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.

    2 votes

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  16. 3 votes

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  17. Add the ability to export "notes" associated with contacts.

    I would like to be able to keep detailed Notes about my contacts in Matrix and export those notes at anytime.

    4 votes

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  18. When linkin a contact to an account or agency it will erase the already input street adress

    Leave street address populated when linking contacts to accounts/agencies

    2 votes

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    We will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.

    Thanks for the feedback!

  19. Allow use to edit parameters on all reports

    There are a few reports that do not promopt you for parameters which is probably fine for most users. However, from higher up in the chain, at corproate for example, I may want to see the Deal Status report for a specific market or outlet if I'm working with them on something. Currently, there is no prompt to edit the report parameters and no option to once the report has displayed.

    13 votes

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  20. make it possible to include Prefix on the import of contacts

    you have a drop down for it in create/edit contact dialog but no field on the import wizard

    1 vote

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