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.

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.

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.

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

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.

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

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.

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.

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

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.

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.

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

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!

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.

The Term " HISTORY OF ACCT" should appear within the acct profile page instead of showing Activity/Contact/Details, etc..This is helpful for newcomers using Monarch.

Hello. Would it be possible to add Rev Type, to the hierarchy, of the Activity Impact Report? For me, the functionality would be extremely helpful in measuring new business data specifically.

When viewing an activity in a account profile and then wanting to add another activity from there, why doesn't the account profile name autofill? There have been times that I will find an activity in my calendar with no customer associated with it because I neglected to do reselect the client in the account search box (my bad, but could this be avoided?). If it isn't possible to do this, then could it be possible for the activity to be rejected because there is no name associated with it forcing you to do an account search before saving activity?

I would like to have the activities in matrix mobile listed by client name first! When in the field traveling it's easier to plan route based on client location. The subject is ok to list, but useless without who project or plan is for.

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.