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!
42 results found
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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.
50 votes -
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.
8 votesPassing this along to our team as we’re doing to be improving the Account Profile experience in the future so I want this to be a candidate for that.
Thank you!
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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 -
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
5 votes -
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.
3 votes -
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 the3 votesAdding this as a candidate for upcoming activity changes.
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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 votesThis 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.
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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…
2 votes -
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 -
Adding Activity Options
on add activity - can you add other options ( like update deal status, date, etc)
2 votes -
Formatting Notes
This is a minor request but it would be fantastic if there were easier ways to read notes on my contacts, account, agencies, and activities.
Right now, no matter how you format the notes, everything runs on one line. I want to create paragraphs, bullet points, bold words, itallicized words, and underlined words to review notes for clients! I get some reports and areas with notes might need to strip that formatting but when i view it on the profile itself I need to see this.
2 votes -
Admin option to require all activities created must have an Account or an Agency to be saved
Salespeople are entering activities without this information and creating incomplete views when reporting. Every activity is with or for some company and should include an Account, Agency, or both values.
2 votes -
Expand global search to include notes, phone numbers, and emails
It would be amazing if the search bar could find notes on an Account, Agency, or Contact. Also the notes on an activity as well. I often put in notes and remember a key word or phrase i used with a client but not the specific person or business i worked with and need to find them.
My desk also has a lot of sticky notes with phone numbers and emails on them and i can't read the name. I want to search for phone number or email to make sure I can throw the note away and stop trying…
2 votes -
Unassociated Activities – Alert/Notification/Filter
Submitting on behalf of Tegna
Unassociated Activities – Alert/Notification/Filter
• Need a way to identify activities that were added but not associated with an Account and/or Contact
• Add an “Unassociated” filter or flag to Activity List and Sales Productivity views.
o Could also trigger an alert/notification to prompt users to properly associate those activities.1 vote -
Selective Syncing of Activities to Outlook Calendar (Clarity Integration)
Selective Syncing of Activities to Outlook Calendar
Users want the ability to choose which activities sync from Monarch to their Outlook calendar.
Users are logging Phone Calls in Monarch without setting specific times.
These calls are syncing to Outlook as all-day calendar events, which clutters their calendar and they don’t want them added to their calendar.
Want to add a control/setting to opt out of syncing specific activity types (like Phone Calls) to Outlook.
1 vote -
Ability to Search/Add Account or Agency on Activity List
Submitting on behalf of Meredith Rall mrall@khou.com & Justin Smith at Tegna
Background:
She has a Contact that is associated with several of her accounts so when she BCCs it doesn't tend to end up on the right account. So, she ends up disassociating the Contact from the accounts and her activity comes in blank.
In evaluating this with her we both came to the conclusion that it would be super helpful if she could the idea that life would be much better if she could search and select Account right from the Activity list screens.
Pain Point: Today Monarch…
1 vote -
Allow AEs to change the default setting when logging an activity from "incomplete" to "complete".
Allow AEs to change the default setting when logging an activity from "incomplete" to "complete".
1 vote -
All Activities visible on Calendar
Could you add a button on calendar view so we can see all activities rather than only complete or incomplete?
1 vote -
Adding Activities Information in My List view
Same as Master List, customers would like to have activities information on their list view,
1 vote -
Notes (activity) that mgmt has access to.
Are you able to add accessibility to mgmt to our notes for advertisers? Currently, we are the only ones who have access. This would save us time and also be able to add notes that we all can view. The "add an activity" doesn't always make sense and time consuming.
1 vote
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