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!

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  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. Allow the end user to change the type of an account.

    If the account hasn't billed since 2010, I don't really want to classify the account as a billing account. Rather it needs to be worked as a prospect.
    This will allow the managers to get an accurate count of billing accounts vs. claimed accounts on the AE's account list.

    5 votes

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    gathering requirements  ·  4 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Display All Salespeople on My Team on Salesperson Filter on Account List

    Stephanie Lundberg (Nexstar MGR) reached out and mentioned that it would be a great for AE's to be able to filter the Master Account List. Only managers are able to filter the Master List, and it would be great if AEs can do this even if just for the Placeholder Sellers.

    In the past, I have also heard from other AE's who would only like to see the accounts assigned to specific placeholders so they know which accounts are available to claim more easily. Currently, they need to sort the list by seller to see these accounts grouped.

    4 votes

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    gathering requirements  ·  1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Show Agency name on the Account Profile Page

    Can someone tell me why the Agency name is not found anywhere besides the Account list only after you click on the plus sign next to the name. Why is it not displayed someone where when viewing the Account?

    Why not have if it displayed after the Advertiser name (top left hand side of the page)? This cannot be that difficult, right?

    4 votes

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    We are currently working to make this a reality. You will be able to see all of your billing and non billing relationships with Agencies from the Account Profile.


    We anticipate this rolling out in July 2022 alongside some major relationship changes between Accounts and Agencies to help you better plan for future business when Accounts change Agencies.

  10. Change Last Billed label in Account List

    Change the label on Last Billed to be Last Billed/Created or something. It's confusing to have a last billed date for prospects & leads.

    4 votes

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  11. Shared Accounts

    We need to have a way for a account that is shared by 2 AE's to pull through from Wide Orbit with the percentage split that each has on the account. We have a 50/50 split for 2 AE's who will each be commissioned on half the billing. In order for their revenue as it relates to their budget to be accurate, we need to see those numbers with the proper percentages connected to each AE.

    4 votes

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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    This is where we need your help in asking Wide Orbit to change the way that they provide data to us. Currently they do not send us the secondary AE so we have no way of knowing that something is split within Traffic once it gets to Matrix.

    If Wide Orbit could split the order on the extract that we get into 2 lines with the dollars calculated per your split percentage, then it would be absolutely no problem for us to make this happen..in fact it would just happen without needing any changes from Matrix.

  12. 4 votes

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    gathering requirements  ·  0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Deleting Contacts on the Account Page

    Instead of going out of the actual account page to contacts in order to delete a contact, please make it so we can delete a contact right on the actual account it needs to be deleted from.

    3 votes

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  14. show contact information on the account list

    It would be GREAT to see any contact information/phone number/address for any open account...especially as we move accounts with no activity to open all the time. If another AE has done the work to find the contact, then it would be awesome for everyone to be able to see it.

    3 votes

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  15. Add a tab in the Account Profile section with Account budget

    Add a tab in the Account Profile section with Account budget

    3 votes

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    We are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.

    Stay tuned!

  16. 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

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  17. Auto format a phone number

    When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.

    2 votes

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  18. Accounts and Account Management

    After making changes to accounts, the system automatically brings you back to page 1 regardless of what page the change was made. Can it be fixed so that when you go back after the change, you are brought back to where you were??

    1 vote

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  19. Drip email campaigns to clients

    It would be great if we had campaigns to choose from for clients to be set on automatic to stay in touch throughout each process. 1. prospecting would have great information regarding marketing and why using our digital or TV medium would be good for them. 2. Current Clients: stay in touch, reinforce their decision to use us. All of this would be automated email once a month or twice, depending on the different campaigns you can create. Maybe even category specific

    1 vote

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  20. Rejecting Lead Accounts

    blandon@wabi.tv requested that Lead Accounts be deleted easily when rejecting Accounts

    1 vote

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