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. If Outlets are selected on Activities, then consider them as part of a manager’s security partition

    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

    1 vote

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  2. Alternate addresses

    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.

    1 vote

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  3. Rejecting Lead Accounts

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

    1 vote

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  4. Add Manager Activity feed into Espresso Show

    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?

    1 vote

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  5. TopDown Forecast in every Matrix Report currently including Forecast

    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.

    1 vote

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  6. AR Data should include current

    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.

    1 vote

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  7. Add a LY-1 Final column to a Pacing Report

    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.

    1 vote

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  8. Ability to upload a photo into the Matrix Locker

    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)

    1 vote

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  9. A Matrix Locker folder that can be used to share files on all access levels with sub folders

    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.

    1 vote

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  10. 1 vote

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  11. Seeing Accounts in Sales Outlook

    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.

    1 vote

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  12. Default filters for Sales Outlook

    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.

    1 vote

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  13. Forecast revenue

    We need to be able to see the next year's billing by outlet under Revenue Comparison on the Deal pages. For example while it is Dec'20 I have already booked a good deal of orders for 2021 and while I am looking at a 1Q'21 Deal that I have forecasted I don't have the ability to see anything booked beyond 2020 in the Revenue Comparison portion at the bottom of the screen. This requires me to open another window of the application, run a Forecast Report and toggle between the two in order to see if the money has hit…

    1 vote

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  14. The Budget template should be able to be revised.

    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.

    2 votes

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  15. Deleting Contacts on the Account Page

    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.

    3 votes

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  16. Manager Notes Notifications for Reps

    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.

    3 votes

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  17. I would like to track all New Business Activities

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

    1 vote

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

    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

    1 vote

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  19. Cloned deals to include pending dollars

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

    1 vote

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  20. when researching a new prospect, consider including credit information such as from https://www.bccacredit.com/

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

    1 vote

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