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!
234 results found
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Ability to "cc" other individuals when an account is approved - i.e. sales assistant
Ability to "cc" other individuals when an account is approved - i.e. sales assistant
1 vote -
Delete shared reports
Outdated reports shared by previous users are in the shared list. It would be nice if they could be removed by account owners.
1 vote -
Share shared reports
Some users no longer with our team created good reports. Although some were shared with me, I would appreciate being able to share them with new users without having to re-create them.
1 voteGood idea. I think I know just the workflow to keep things clean and achieve this through a future enhancement. I’ll post in comments shortly if you’d like to let me know your thoughts.
Thanks!
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create activity from account list
I'd like to have an option in the gear to create an activity for an account. Different from List builder function because it's not multiple accounts and it's not completed. Same from Contact List
1 vote -
remove shared access
If an AE leaves and all accounts are reassigned, shared accounts remain shared. There isn't a way to filter for accounts shared with this AE and there isn't a way to remove one specific AE from an account that is shared with multiple AEs. thus making unsharing the accounts very tedious. :(
1 vote -
Need more info in the search results
When searching for a contact with the main nav magnifying glass sometimes there are duplicates because two different people have the same name, with out the company name I don't know which one is the one I'm looking for. It would be nice if all of the reulsts had some kind of qualifier on them, Contacts - Company, Accounts - perhaps AE or type, Salespeople -Team, etc.
1 vote -
Prospecting Pipeline Management
When entering prospects, I'd like to be able to better-manage the process within Matrix for leads/prospects that have no dollar amount attached to them. I would like a way to rank closing-potential and have a 1-100 probability scale along with multiple stages of a pipeline to choose from. The Bird's Eye View and/or a report should be able to show at a glance where each of your new business prospects are in the pipeline. This should be integrated with current and pending activities.
1 vote -
Account and Revenue Report
I would like a report that shows the following:
Account, Primary Contact, Primary Contact Phone Number, Primary Contact Email, Revenue TY $, Revenue LY $1 vote -
Deal name on Espresso Shot
In the recently imported section of the Espresso shot I'd like to see the deal name and be able to quickly see what revenue didn't match to a deal
1 vote -
Allow mobile site to access camera so I can immediately snap a photo for matrix locker
Like the evernote feature (I use evernote a lot) to take a picture and automatically sync it to your notes or an account.
1 vote -
Give us the ability to reassign Custom 1 and Custom 2 as we can reassign Cateogries and Rev Types.
In our database, Revenue Code 2 is mapped to Custom 2. It would be very helpful if I could reassign incorrectly entered Rev Code 2s so my revenue figures would be correct when pulling a report based on Custom 2 in Matrix.
1 vote -
Account Type should be a Hierarchy in reporting
I know my AE's are calling on their billing accounts. I want to be able to see how many activities are against the prospect accounts or how pending shakes out between prospect and billing accounts.
1 vote -
1 vote
We’re working on an update to our Alert Center Engine and in conjunction with a new UI that’s being developed I feel confident that we could put something together to help you answer a question like…
“Show me accounts where thy will no longer be considered new next month and are considered new this month.”
Might sound a little programmatic but I can’t wait to build something like this in order to provide value to customers like you!
Thanks for the feedback! Stay tuned throughout 2017 as we rollout these updates in phases.
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Would like to be able to schedule an appointment that spans more than one day
I have to go to a seminar or trade show that is more than one day. I would like to be able to create one activity that spans multiple days.
1 votepulling this up so that it can be considered as a candidate for upcoming activity changes.
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