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!
234 results found
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Have the option to split an account Revenue and Budget between two AEs
It would be great if there was a way to reassign an account so only some of the budget and revenue would be reassigned to a new AE. This would help split the account if the original AE is still with the station, and help to see more accurately the Budget and Revenue each of the AEs are actually responsible for.
1 vote -
Add the last activity dates to My List
It would be helpful to add the Last Activity Date Colmun to the My List view. It is currently on the Master List but not the My List account view.
6 votes -
Add an area for Client Address when adding an Activity
Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.
1 voteI’m wondering if we had better quick options on the Location if that might be useful?
For example…
1. Set Location to Account Address
2. Set Location to Agency Address
3. Set Location to Contact Address
4. User Specified Address (as it is today)This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.
What are your thoughts on this as a workflow?
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Move folders within Matrix Locker
Able to move existing folders within Matrix Locker to a new location. For example I want to parent an existing folder under another folder.
1 vote -
Tagging Agencies
Ability to Tag Agencies and pull in this information into List Builder
1 vote -
Option to show cents or not
Have the option to display the cents or not on the totals on Reports and SalesOutlook
1 vote -
Click on an account in the account list it should open in a new tab
Hello - When clicking on the Account Link on the Account List, the Account Profile could open in a new tab. Thanks!
2 votes -
Add Option to Duplicate or Save New List (when you're in an existing list) in List Builder
Add an Option to Duplicate a List or a Save New List Option when you're in an existing list. If I want to create two lists that are similar, I have to create a brand new list every time. It would be great to edit an existing list, make changes, and save as a new list. Similar to what you can do with updating a favorite report and saving it as new or updating an existing.
1 vote -
Add Outlet Grouping Option in List Builder
Add an option for Account Outlet Group in List Builder. You have to add outlets one by one, so it would be great if all of your outlets can be populated and you can remove the unnecessary ones with an X. This would be similar to how the List builder functions with Salespeople when you add your Seller Group. You see all of the sellers and have the options to remove sellers with an X.
1 vote -
Customize a Data Card to see only the persons (AEs, or Manager)
Select specific people on your team, and be able to customize a Data Card with the information needed only for that specific group of people.
2 votesWe would like a little bit more information on what you’re trying to achieve or specific data cards that you are using for prioritization purposes.
Thank you!
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Build Your Own Custom Alert
Ability to create your own custom alert with boolean logic
1 vote -
Filtering Quiet Accounts Alert with Tags
Filtering this alert based on Tagged accounts would be extremely helpful as we are trying to focus efforts on specific accounts that we are using tags to catalog against.
1 vote -
Matrix Locker - Deactivated Users Still Appear
Need an easy way to deactivate files and users from Matrix Locker. The files may need to remain after deactivation as a point of reference.
2 votes -
Include budgets in role permissions
Budgets are missing from role permissions (read, create, edit, etc.). This should be an option when setting up a user (Manager/Corporate) with read-only permissions for other entries (Account, Contacts, etc.).
1 vote -
More than one phone number field needed
We need more than one phone number field. I have many clients with multiple locations. But I can only list one and track activity easily. Replace the fax number field. Or make it optional. Also do not need a fax number. I find it difficult to use matrix activities for any client with more than one location.
2 votes -
Client Facing Reporting tied to billing customers which AE's can access & share w/ their client to justify spend, increase or adjust spend
Vendors they want data pulled from for Customer Facing Reporting:
• Analytic Owl (I have contacts)
• Veritone (I have contacts)
• Simplifi
• Recrue Media - https://recruemedia.com/
• Gulf Coast Web - https://gulfcoastweb.com/1 vote -
Historical billing should stay on original account owner during reassignment
historical billing should stay on original account owner during reassignment and the new owner should only get a view of that revenue from the Account / Agency Profile pages.
10 votes -
Include Weighted Forecast Option in the Forecast Change Report
Add Weighted Forecast Option in the Forecast Change Report
5 votesLooking to address this in the future. Moving ahead a bit. Stay tuned!
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Share List Builder Lists
Be able to share a list that an AE or another Manager created in List Builder to other users. My AE's are creating lists in List Builder and I'm not able to see them as a Manager or run a report by these lists.
9 votes -
Pull a list of Notes
It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.
2 votes
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