Skip to content

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!

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

2 results found

  1. AE Activity Threshold in Alert Center

    The options for AE Activity Threshold are This week, Last week and This Month. It would be great to have a NEXT WEEK option. This would be for things like meetings, which primarily need to be set the week before. It would be great to have that as a critical warning to remind me that perhaps my cold call isnt working and I need to seek other options to make sure my meetings are up to snuff fo rthe following week. thanks!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Prioritizing  ·  0 comments  ·  Alerts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Task lists

    I create task lists on paper for my clients and often worry that I am going to forget something shifting between paper and Matrix. I'd love to see each account have a place where I can create check boxes and lists of things that need to get completed - and have it appear on my daily espresso shot. Many of these items could be standardized - credit app, approval of commercial script, commercial shoot date, commercial shoot, approval of commercial, etc... This would help ensure that things don't fall through the cracks in a very high paced environment - and…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Alerts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Pulling this up as a candidate while we discuss new activity enhancements. Right now we’re discussing this as part of an improved Activity List (or equivalent because people hate paging through lists).

    Looking forward to experimenting with this one :)

  • Don't see your idea?

Feedback and Knowledge Base