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

Since we have been working remotely we have accumulated clients/agency home addresses. It would be nice if there was a section for alternate addresses. We often like to send flowers, gifts or cards to the client at home.

blandon@wabi.tv requested that Lead Accounts be deleted easily when rejecting Accounts

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?

TopDown Forecast should at least be a toggle option (similar to Bottoms up vs Top Down Budgets) in EVERY report that currently includes a Forecast column please.

an AE may not be actively collection the current aging amount ...but the data should be available - in the event a client asks total due - the AE would have that data in MATRIX ...rather than having to go to the traffic software for the current piece.

Is there a way I can add a LY-1 Final column to a Pacing Report? In other words, I'd like to get 2021, 2020 AND 2019 in the same report so I don't have to manually merge that info from a Multi Year History Report.

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)

Just a suggestion maybe a folder that allowed everyone access that could have subfolders might be a great way to help your clients seeing as we are all working remotely for the foreseeable future.

The My Company folder allows some access but not full access to all levels of access and has no ability to organize files.

This would allow your clients to use your product instead of a Dropbox or Google account. It would keep files safe and allow managers, AE's, and assistants to share files like research and proposals.

Add to BYOF.

As a manager, it would be great to have a toggle option for accounts within the sales outlook to see top account right from this dashboard.

It would be great if there was a default filter option on the Sales Outlook so you could save a preference and click a button to go back to that preference at any time.

For example, if you chose the wrong rev type or anything - you should be able to go back and change it. You were able to do this in the old version.

Instead of going out of the actual account page to contacts in order to delete a contact, please make it so we can delete a contact right on the actual account it needs to be deleted from.

It would be great to be able to go into accounts, activities and deals as a manager and leave notes for a rep and then the reps would get notified of those when they log in with a bell notification.

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

Ability to copy exact pending dollars from one deal row to another

Ex: Copy $10,000 , $10,000 & $15,000 pending dollars from deal row 1 and include those same pending dollar values in deal rows 2 & 3

Cloned deals to include pending dollars to make it easier to clone deals for every quarter. This will eliminate duplicate entry and increase efficiency.

Optional, ran into the BCCA this morning, thought this would be an interesting data source