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23 results found

  1. 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    Outdated reports shared by previous users are in the shared list.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

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    Prioritizing  ·  0 comments  ·  Reports  ·  Admin →
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  2. Would like something new in place, that will help managers identify when a new business account has reached their 12th month

    1 vote

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    Prioritizing  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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.

  3. 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 vote

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    0 comments  ·  Activities  ·  Admin →
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