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!
188 results found
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Contact Information
We would like the contact information to follow the account regardless of who enters the infromation (a manger, an asst, or an AE). Here, the Assistants enter the prospects along with Contacts at that time and the AE needs to have access to it.
1 voteThis already exists.
When an assistant or manager creates a prospect, they choose which salesperson to assign the prospect to or they may leave the field alone and it will assign the prospect to themselves.
When a manager or assistant creates a contact, they choose the company it is to be affiliated to as well as the salesperson who will be the owner of that contact.
In both cases, the manager/assistant can see this information as well as the salesperson it was assigned to
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Training modules need a human voice over.
The content is great but the computerized, awkward delivery of the content wastes a lot of time. It does not create a smooth, positive, or engaging listening/training experience.
1 voteI checked in with our writer and instructional designer to see if this is possible and it turns out that we tried this in the past and found that it took us 3-4x longer to produce the materials than it did with a generated voice after all the editing and multiple takes.
While we’re thrilled that you feel the content is great, we’re sorry that you feel the delivery method isn’t. Unfortunately, it is the only way we can proceed right now in order to stay up to date with our rapid releases.
She did mention to me, however, that they are looking into a voice with a more American accent …though they suspect it would still have the same somewhat awkward inflections in the voice.
Please don’t hesitate to contact us again if you have any further feedback or suggestions. We read everything :)
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1 vote
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1 vote
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Attach a records/page label to the drop-down list located at the bottom of list pages
Make it clear that the user is choosing to view 25, 50, or 100 records/page
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Allow ability to Add Deals from the Bird's Eye View for AEs
Add the "+" button to the Deals pod so that AEs can enter a Deal directly from the Bird's Eye View.
1 voteYou can create a deal from any page as a salesperson. Simply locate the Actions menu and choose Add a Deal.
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Display Names in Admin tool
All display names should either display lastname, first OR firstname, last. They shouldn't display both ways in the same list.
1 voteWhen manually creating users, Matrix will automatically create a display name of “LastName, FirstName” as long as you supply both. When users are imported from Traffic, Matrix can (in most cases) only map the Display Name which is set by the Traffic system. Therefore, we cannot guarantee a pattern will automatically occur and encourage users to change the display names manually for any users that feel out of place as Display Name is a real field and not simply a combined field of First and Last Name.
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Allow more of the list to show when choosing a deal on an activity
I was adding in an activity for an account and wanted to associate it with a deal called 2012 Plan. However, I use that naming convention for a lot of deals and was unable to link that account's specific deal to the activity.
Can a scroll bar appear if there are more than the dropdown can handle?
0 votesWe added the ability to create an activity from a deal with the last release. If the deal is fully filled out, you’ll find that the activities created here will pre-populate the Contact, Account, Agency, and Deal name.
Alternatively, you can rename your deals to “Burger King 2012 Plan” in order to achieve easier searching results when not being added from the Deals.
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