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!
188 results found
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When back is clicked, bring me back to where I was
When in accounts and I click on the account and once I see what I need, when I hit the back button, it brings me back to the beginning of the account list instead of where I left off.
2 votesCommon navigation for web sites and web applications where the flow is back and forth from high level to detail is to make use of the browsers tab style navigation.
In this example, you could load the Account list and then for each account that you need to look at in greater detail just right click and open each in a new tab. This will actually speed up the process as it doesn’t require the list to be reloaded from the server each time.
Thx!
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Contact Information
We would like the contact information to follow the account regardless of who enters the infromation (a manger, an asst, or an AE). Here, the Assistants enter the prospects along with Contacts at that time and the AE needs to have access to it.
1 voteThis already exists.
When an assistant or manager creates a prospect, they choose which salesperson to assign the prospect to or they may leave the field alone and it will assign the prospect to themselves.
When a manager or assistant creates a contact, they choose the company it is to be affiliated to as well as the salesperson who will be the owner of that contact.
In both cases, the manager/assistant can see this information as well as the salesperson it was assigned to
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Training modules need a human voice over.
The content is great but the computerized, awkward delivery of the content wastes a lot of time. It does not create a smooth, positive, or engaging listening/training experience.
1 voteI checked in with our writer and instructional designer to see if this is possible and it turns out that we tried this in the past and found that it took us 3-4x longer to produce the materials than it did with a generated voice after all the editing and multiple takes.
While we’re thrilled that you feel the content is great, we’re sorry that you feel the delivery method isn’t. Unfortunately, it is the only way we can proceed right now in order to stay up to date with our rapid releases.
She did mention to me, however, that they are looking into a voice with a more American accent …though they suspect it would still have the same somewhat awkward inflections in the voice.
Please don’t hesitate to contact us again if you have any further feedback or suggestions. We read everything :)
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Add a FILTER on the sorting heading
In account list, if you could add a Filter to the heading columns, this way you can sort and just get what you want, rather than a continuous list.
2 votesUnable to reach out for more information.
A filter already exists on the account list. the button looks like a small pencil near the green “Accounts” title and will allow you to filter Outlets, Offices, Salespeople, Type, and in the next release…Tags.
If you need any help with this, please don’t hesitate to call our support line (877)687-9066
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Sort deals by agency.
Currently we can sort the "deals" listing by advertiser. I suggest adding the option to sort by agency as well. That way we can pull agency pending as well as advertiser pending.
3 votesPlease use the Forecasting Report in order to accommodate this request.
Suggested hierarchy: Agency → Account
This will let you see each Agency’s pending and then drill into each Account Pending.I’d even recommend exporting it for the fastest experience Matrix can provide.
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This report needs a variance
you are giving data for ly and this year you should also give the difference in $ and % between the years
2 votesUnable to determine which report the user was on as they did not get back to me. If you still feel this way, please resubmit this request with a bit more information so that we can look into your request!
Thanks!
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1 vote
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Allow more of the list to show when choosing a deal on an activity
I was adding in an activity for an account and wanted to associate it with a deal called 2012 Plan. However, I use that naming convention for a lot of deals and was unable to link that account's specific deal to the activity.
Can a scroll bar appear if there are more than the dropdown can handle?
0 votesWe added the ability to create an activity from a deal with the last release. If the deal is fully filled out, you’ll find that the activities created here will pre-populate the Contact, Account, Agency, and Deal name.
Alternatively, you can rename your deals to “Burger King 2012 Plan” in order to achieve easier searching results when not being added from the Deals.
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2 votes
Thanks for your feedback Leslie. This was a tricky one for us as we got a lot of feedback requesting the ability to see more layers of revenue in the pod by breaking out Outlets and Rev Types. In turn, this gave us less room to work with…especially when monthly sales exceed $100,000 and made the numbers unreadable.
We’ll continue to think about how we can give you the best of both worlds and will implement a solution if we come up with one. In the meantime, you can hover over the number to get the exact amount for each month.
Please let us know if you have any other questions/comments.Thanks!
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Add categories to the search bar at the top right
It would be helpful if we could pull category information from the top right search box just as we can accounts.
2 votesDeclining due to lack of clarification and/or understanding. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs and hopefully develop a solution!
Thanks!
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Account Ranking Queries
I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.
2 votesThis can be accomplished today in multiple ways. The Ranking Report is a great solution by sorting on the difference. For example if $500 is your threshold, perform a descending sort on the difference column to get your results.
The Build Your Own Financials report can also do this with even less columns if you truly only care about the TY, LY, and Difference values.
Thanks for your feedback.
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look at other AE's prospects
Would like to be able to make sure we're not calling on the same businesses...Can there be a way to not allow us to add a prospect business if it's already in the system under another AE's name? As well as a way to pull up a list of master accounts that have billed with us and a list of prospect accounts. There are too many times that we call on businesses that are already advertising with us or already working with another AE.
4 votesA Master Account List already exists for this very purpose.
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5 votes
Unable to get in touch with requester. Declining due to lack of information.
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Add a deal for a prospect
Can't add a pending deal for a client that isn't already billing.
Issue - need to be able to prospect.2 votesAlready a feature within Matrix. Sent over to support for follow up.
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action tab
we need a next acton tab that lets you put in a reminder that syncs with outlook. This is very important and needs to be done asap. also whe you enter a new prospect/client how about a primary contact position.
2 votesleft multiple VMs with original requester. Couldn’t seem to get in touch to clarify this. Declining due to lack of information.
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I need to be able to set a default office to be used with future deals
- Under Add a Deal in account info, *Office needs to default to WSET-Lynchburg, currently it defaults to HOUSE
2 votesUnable to get in touch with the original requester in order to design a feature like this. Declining due to lack of information and interest.
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2 votes
I spoke with our Director of Client Services and found that we have no plans to change the voice in our training at this point in time. We will, however, keep this thought in mind for any future products we may develop.
Thank you.
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1 vote
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DISPLAY BILLING TOTALS MORE DISCRETE
WHEN WORKING IN THE ACCOUNTS WINDOW, THE TOTALS ARE DISPLAYED AT TOP OF PAGE. ALL SALESPEOPLE WORK IN CUBICLES AND HAVE NO PRIVACY. WOULD PREFER TO HAVE THE TOTALS AT THE BOTTOM OF THE PAGE OR SOMEWHERE OTHER THAN FRONT AND CENTER.
2 votesDeclining due to lack of feedback from the original requester
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I would like reports to open in the same window.
It is common for me to have multiple windows open because the navigation is not intuitive to go back to the reports page in order to run a new report. Loading this in the same window should minimize this issue.
4 votes
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