Matrix

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  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.

    49 votes

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

    We are planning this for a future release. Once we find the right spot on our roadmap for this you will all be the first to know!

    Thank you for your patience while we get this ironed out.

  2. 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 →
  3. 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.

    6 votes

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    4 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Provide a way for managers to track the ratio of meeting activities to closed deals

    I would like to quickly be able to see how often meetings lead to closed deals.

    4 votes

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

    Sounds like a neat way to trend an AE and help coach them into being a star.

    We need to figure out a better way to tie Deals and activities together before we can solve this problem. As it stands today, most salespeople are not putting in Activities against their deals so this really kills our ability to figure out this kind of information.

    The good news is that we really want to figure this out and are working with folks to determine a good solution that people want to use without making it feel like extra work.

    Thanks!

  5. 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

    3 votes

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. filter the activities calendar view to show only incomplete activities

    filter the activities calendar view to show only incomplete activities for ease in dragging to alternate dates. when we dont complete one its not efficient to go into each activity and change the date moving it forward. even color coding differently would help.

    3 votes

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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. scheduled calls

    when scheduling a call - imported into my calendar - when the calendar reminder comes up, there's not an automatic integration of the contact's phone number.
    when on the road, that means, pulling up matrix, finding the account/contact and then calling - instead of simply opening the

    3 votes

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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. I would like it if activities could suggest a next step like creating/updating a deal upon closing

    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

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

    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.

  9. How to "batch" change activities from incomplete to complete?

    For us sales folks that get behind on our activities uppdates, it'd be great to be able to "batch update" them from non-complete to complete!

    2 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow AEs to delete a note on account profiles

    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

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Zoom as an Integration

    Manager would like to add this to her calls activities on her calendar/list.

    2 votes

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. More than one phone number field needed

    We need more than one phone number field. I have many clients with multiple locations. But I can only list one and track activity easily. Replace the fax number field. Or make it optional. Also do not need a fax number. I find it difficult to use matrix activities for any client with more than one location.

    2 votes

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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button

    Add 'download to my calendar' button to the Activity when using the “Schedule a Follow Up” button. Either that or remove the button.

    This is either a oversight or a very bad idea to not include the ability to add the activity to Outlook automatically. "Schedule a Follow Up" is a big friendly button placed right below the "+Add" button and yet if you use the former button you won't auto-add the activity to Outlook. It's therefore easy to miss a booked appointment.

    2 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Adding Multiple Activities

    For example if you have a total of 12 activities to enter for different Accounts, is there a way to only change the date and keep saved the same activity so I don't have to enter each one separately.

    2 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding Activity Options

    on add activity - can you add other options ( like update deal status, date, etc)

    2 votes

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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Bullet Point Notes

    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

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    gathering requirements  ·  1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. On the "Add an Activity" Actions pop up, make "Account" a starred, necessary field.

    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

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    gathering requirements  ·  3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Enable Manager level emails to register as an Activity on ALL accounts regardless of the Owner of Account.

    As a Manager, I use List Builder to send emails to Open and House accounts. Because the account is not in my name, it doesn't register therefore, not tracked.

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Outlook to Matrix Calendar - help me help my managers

    I understand that we can create an activity in Matrix and save to our outlook calendar, but I would love a way to go from Outlook > Martix. For example, we could BCC an appointment from Outlook to Matrix just like we can emails. Our managers need to be able to track our activities in Matrix, however it is a hassle for us to re-create all our outlook meetings to the matrix calendar for them to see. It's also a hassle to stop working, log into Matrix, create the appointment, save to outlook, THEN forward to our clients. Especially when…

    1 vote

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Edit Notes

    There is a new section of activity called notes. I want to be able to add the date without typing it each time and I want to go back and edit the note if I need to update it. Without this option, I will go back to making everything an activity.

    Also, if you copy and paste notes from a meeting and its spaced out or bulleted, it all smashes together in a paragraph so its hard to read your notes.

    1 vote

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