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264 results found

  1. Add recurring events in Activities.

    If we do the same activity each day, week or month on the same day and at the same time, we should be able to check a box, calendar or field to make it a recurring activity that appears in our Activity list. Therefore, we wouldn't have to enter the same activity over and over again. This idea is taken from Outlook calendar where you can schedule recurring events.

    50 votes

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    gathering requirements  ·  8 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  2. AE's and Managers need the ablity to export the chart associated with the report.

    Currently when you export the report you only get the report data not the chart.

    37 votes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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  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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    gathering requirements  ·  6 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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  4. Options for Account List

    In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix

    23 votes

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    gathering requirements  ·  2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  5. printing

    I wish I was able to print out my upcoming deals, revenue, contacts, and activities for an account into an excel or pdf format.

    20 votes

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    gathering requirements  ·  9 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  6. Allow contacts to be associated with multiple accounts

    Customer's can be associated with multiple accounts. Today in the system you can only associate a contact with one account. Allow the ability to associate contact will multiple accounts to prevent contacts from being added multiple times.

    13 votes

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    6 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  7. Allow use to edit parameters on all reports

    There are a few reports that do not promopt you for parameters which is probably fine for most users. However, from higher up in the chain, at corproate for example, I may want to see the Deal Status report for a specific market or outlet if I'm working with them on something. Currently, there is no prompt to edit the report parameters and no option to once the report has displayed.

    13 votes

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    gathering requirements  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  8. Historical billing should stay on original account owner during reassignment

    historical billing should stay on original account owner during reassignment

    10 votes

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    5 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  9. Add the ability to MERGE duplicate contacts.

    I added a contact that I had added previously -- instead of merely deleting, a better option would be to merge in case information is attached to one and not the other.

    10 votes

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    gathering requirements  ·  3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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  10. 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

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    gathering requirements  ·  2 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
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  11. Account Prospects

    It should not be allowed that an AE can add as a prospect an account that is already associated with another AE as a billing account in a market that I can sell.

    9 votes

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    4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  12. Freeze Row Headers for Top Down Forecast Page

    On the Top Down Forecast page it would be great to have a way to freeze/lock the row headers on the left side of the page. This would help to still see what rows you are editing when scrolling to the far right of the page.

    8 votes

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    3 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
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  13. Display activity notes on account profile better

    it would be really helpful to be able to read all of the activity notes quickly, When calling a client back it takes time to have to open each note separately.

    8 votes

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    4 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  14. As of Date Reporting

    I would like to run reports on any historical date. For example in June, I may want to run a revenue report from January 1st to May 1st. I would also like additional options when utilzing the YTD functionality within the Pacing Report

    7 votes

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    gathering requirements  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
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  15. 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

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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  16. The AE can request that an Account(s) to be reassigned from them

    It would be helpful if there was a way for an AE to submit an Account to be removed off of their Account List.

    6 votes

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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  17. Ability to mass delete prospects and leads

    When trying to clean up my account list, I would like to be able to select multiple items and delete them all at once.

    6 votes

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    gathering requirements  ·  3 comments  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →
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  18. Folders inside account lockers

    Hello Matrix Team,
    I am suggesting two things:
    1. To be able to copy a whole folder from our computers into Matrix. For example, I have a folder in my laptop documents for Blue Cross Blue Shield 1st quarter. All the avail requests, submissions, copies of orders, makegoods etc go into this folder. Rather than have to copy this 20-30 documents per quarter one by one into Matrix it would be nice to just be able to put the entire folder into matrix.
    Second-we need the capability to organize account documents in the locker into folders, typically with regional accounts,…

    6 votes

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    4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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  19. Have a report that will breakout the weighted forecasts under what percentages they are applied to the forecast

    I would like to see what forecasts are under each percentage that is applied to them. So, I can see all of the accounts and the pending amounts that are at 50%, 75%, etc.

    6 votes

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    gathering requirements  ·  1 comment  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
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  20. Make it possible to select multiple activities at once to "complete."

    Make it possible to select multiple activities at once so that if you get behind on "completing" them, there is a time efficient solution. Currently, I have added activities for months that I haven't "completed" because it takes the system over 5 seconds per activity and I'd be sitting here for well over an hour just to do that alone. It'd be helpful to have the option to select multiples at once

    5 votes

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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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