As an LSM it would be great to have an option to select a default set of filters that could potentially be coordinated to match the filters to what is viewed in Wide Orbit. This would be useful on the Sales Outlook or the Filters Tab in Reports. Having a set of filters for 'Local Broadcast TV' or 'Digital Broadcast TV' will help ensure that everyone is pulling the same information.

Hello - When clicking on the Account Link on the Account List, the Account Profile could open in a new tab. Thanks!

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.

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.

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.

Ability to create your own custom alert with boolean logic

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.

Add additional outlets to a Billing Account.

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.

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.).

It would be helpful if there was a note stating that the search results are displayed in columns. It can cause confusion when you have an account, agency with similar names as at first glance it appears they're assocated with eachother when they are not.

Manager would like to add this to her calls activities on her calendar/list.

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.

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/

historical billing should stay on original account owner during reassignment

Add Weighted Forecast Option in the Forecast Change Report

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.

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.

It would be great to see the exact flight dates for the pending deals entered. This will help management price and update rate cards.

My Sales Reps are using the Activity Integration email and when sending emails with MP3 attachments , Monarch is not recording the email activity . Can we please add this file extension to the approved list when using the Activity Integration vcard? We were able to upload manually but the email attachment option would be great