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!
6 results found
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
Add the ability to export "notes" associated with contacts.
I would like to be able to keep detailed Notes about my contacts in Matrix and export those notes at anytime.4 votes
Add Birthday to Contact List Builder Results
I'd like to see Birthday added as a result field when I pull a Contact list from List Builder.2 votes
I’d like to know more about this. Might be something we’re thinking of doing right now so please respond whenever you get a moment.
Add Last Billed to List Builder as a column option
I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.2 votes
I wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.
I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of
Thanks for hanging in there while we worked through this and keep sending us feedback!
I wish we would be able to designate a "primary" contact When you work with a business or agency, you can have multiple contacts. But it would be nice to designate the primary contact. This would benefit not only a sales rep, but a sales manager who may want to send an email, letter, etc to the primary contact.1 vote
Provide an option for using existing Account or Agency address within Matrix during contact imports
When I import contacts into Matrix, it would be nice if I could have an option to use the existing Account or Agency address within Matrix (if applicable) when a field is empty or isn't mapped.1 vote
Really…not a bad idea here.
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