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!
40 results found
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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 -
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 -
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 -
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 votesMoving this up in priority for visibility as a candidate for future development.
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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 -
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 -
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 -
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 -
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 -
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 votesThis 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.
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4 votes
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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 -
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 -
Add a tab in the Account Profile section with Account budget
Add a tab in the Account Profile section with Account budget
3 votesWe 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!
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Category column - Accounts List
tneeder@tegna.com - From TEGNA user Tiffany Needer
I have a great suggestion! I exported my list into excel alphabetically. I would like to sort it by "product category". That would be super helpful when I am looking for all of my tourism clients or home improvement clients, etc. Can you add that as a column?
2 votes -
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 -
Account List Filters should be sticky
Although one of the other SAs has "Leads" checked under Type in Accounts filters, I do not and I have to change it every time I go in, which is rather annoying.
2 votesWe are planning to handle this as part of a large Account and Agency undertaking this winter!
I will update this request as more information comes to light. We’re very excited to take on a bunch of these little changes like that as we know that it makes a big impact on all of you.
Thanks for the feedback, and please stay tuned!
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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 -
NSO Managers requesting a multi-select feature on agency reassignments.
Clicking on each individual line is a huge time suck.
1 vote -
Pin Accounts to the Home Page
When setting up, prospecting, and pitching and account I need to go into their account page several times a week. It would be great if we could pin these accounts to the Home Page to make it quicker and easier to open Matrix and get right to the account to make updates.
At the moment there are 9 cards on the Home Page that you can define. I really only use two of the cards. This would be an excellent place to add these accounts by defining the card to display the account. Then, when I am through the sales…
1 vote
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