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
When I close a deal, in order to follow the natural sales cycle workflow, I would like Matrix to ask something like "would you like to create or update a deal based upon the outcome of this activity?" and I can then choose to create, update, or ignore this recommendation.3 votes
This is something we’re looking into for future CRM enhancements. If we could suggest next steps for you, we feel the end user would be more likely to actually TAKE those next steps.
More to come in the future as we learn about this type of behavior.
I just accidentally wrote a note in a wrong account and wanted to delete it. I found out through your live chat that this is not possible. It would be a very helpful feature.2 votes
Manager would like to add this to her calls activities on her calendar/list.2 votes
This is a minor request but it would be fantastic if there were easier ways to read notes in the activities section. Right now, no matter how you format the notes, everything runs on one line. Showing the use of the enter/return button AND bullet points would be a great way to review notes for clients!2 votes
Currently reps are adding activities, naming them for accounts, but, since it is not required, sometimes not adding account names. As a result, there are a number of orphan, non associated activities. On a top level this is giving us a false view of account contact. Activities and Accounts need ALWAYS to be linked.2 votes
Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.1 vote
I’m wondering if we had better quick options on the Location if that might be useful?
1. Set Location to Account Address
2. Set Location to Agency Address
3. Set Location to Contact Address
4. User Specified Address (as it is today)
This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.
What are your thoughts on this as a workflow?
When they download for outlook it should download as an appointment, not a meeting. Sometimes I just want to add the task to my calendar.1 vote
We’re considering enhancing our integration with Office 365. I’m going to move this to being under review so that we can take a deeper look at it.
Thanks for the feedback!
I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List1 vote
It would be amazing if you had some sort of search bar to find information within your notes and activity notes.1 vote
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