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23 results found

  1. 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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    0 comments  ·  Activities  ·  Admin →
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  2. 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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    0 comments  ·  Contacts  ·  Admin →
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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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!

  3. Add a "last updated" date to pending report

    I used to be able to see the date that each AE updated their pending. I pull the report weekly and if an AE has not updated for that week, it throws off my number. I need to be able to see that date that each AE last updated their pending business.

    25 votes

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    6 comments  ·  Reports  ·  Admin →
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