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!

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  1. Deal Management required fields

    The following fields on the Deal Management and Quick Deal screens should be required
    Account, Outlet, Office, Sales Person, Revenue type, Category, Market and Medium.

    3 votes

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    1 comment  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Add a tab in the Account Profile section with Account budget

    Add a tab in the Account Profile section with Account budget

    3 votes

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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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    We are wrapping up budget related work and have opted to hold off on this particular feature temporarily. This is not saying that it will not be done, but we need to first get some Account/Agency architecture changes made before we can pull this type of data into the Account Profile.

    Stay tuned!

  3. 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 the

    3 votes

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    3 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  4. add contact person name area to "add a prospect" window

    add contact person name area to "add a prospect" window. Consider letting me add an Agency at the same time. Or add an Account when I add an Agency. Account/Agency/Contact would be useful to add all at the same time when I know them.

    3 votes

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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    While prospecting, it makes sense to also add in the people you might know. I’m going to pass this along to our team for consideration in future Account changes that we are planning to do. I want to make sure that this is a candidate for development.

    Thanks!

  5. Include Traffic ID on User List

    It would be helpful to display the traffic ID in the Users list and in the export for doing maintenance and auditing.

    3 votes

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    0 comments  ·  Security  ·  Flag idea as inappropriate…  ·  Admin →

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  6. I would like a way to reassign the contacts on an account to another owner

    I accidentally created hundreds of contacts in my name (I am the sales assistant). I meant to give them to the account owners so that they could use them.

    It would be nice if Matrix could allow me to change the contact owner to another user in instances like this. My only option appears to be deleting the existing contact and recreating the contacts with the correct owner set in the dropdown.

    3 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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    We plan to address issues with how contacts are managed within our newest product, Monarch, in the near future. If done right, it should eliminate the idea of a contact owner and put more focus on the company that the person works for as well as provide more up-to-date / accurrate contact info.

    Stay tuned!

  7. 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 votes

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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    This 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.

  8. Send a Global Broadcast Message

    Recently an Account merge was done where the new name was completely different than the original e.g. America's Best Contacts was merged into "National Vision, Inc". Only Corporate knew about this, and this caused several AE's to notify me that "America's Best Contacts" was missing.

    It would be great if there was a "Broadcast Message" pod within Matrix that would list any "IMPORTANT" notices to all the Managers. Even have a bubble show, like it does for Lead Approval. Anything that would cause the Manager to view the notice.

    3 votes

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    1 comment  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →

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    This sounds like a great case for our new Alert Engine! Imagine, if you will, having the ability to know when one of your Accounts was renamed, merged, or grouped in the last 7 days or so.

    I’m going to pass this along to our development team for review to make sure that we plan for a case like this in our backlog of future development.

    Thank you!

  9. 3 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 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

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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  11. The Budget template should be able to be revised.

    For example, if you chose the wrong rev type or anything - you should be able to go back and change it. You were able to do this in the old version.

    2 votes

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    1 comment  ·  Budgets  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Work offline in mobile

    Mobile data consumption is a high cost in LATAM and certain low-coverage regions, consider an approach where the mobile experience can be used offline, with the ability to update/upload when data services are available

    2 votes

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    1 comment  ·  General UI  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Allow AEs to delete a note on account profiles

    I just accidentally wrote a note in a wrong account and wanted to delete it. I found out through your live chat that this is not possible. It would be a very helpful feature.

    2 votes

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Account Reassignment Report

    It would be great to have a report that shows the accounts that were transferred to a specific AE over the past year. This would help see the timeframe and how long an AE was assigned an account.

    2 votes

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  15. Click on an account in the account list it should open in a new tab

    Hello - When clicking on the Account Link on the Account List, the Account Profile could open in a new tab. Thanks!

    2 votes

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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Customize a Data Card to see only the persons (AEs, or Manager)

    Select specific people on your team, and be able to customize a Data Card with the information needed only for that specific group of people.

    2 votes

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  17. Matrix Locker - Deactivated Users Still Appear

    Need an easy way to deactivate files and users from Matrix Locker. The files may need to remain after deactivation as a point of reference.

    2 votes

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    2 comments  ·  Maintenance  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Add Zoom as an Integration

    Manager would like to add this to her calls activities on her calendar/list.

    2 votes

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    gathering requirements  ·  0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  19. 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

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  20. Have months displayed as columns in reports

    When viewing multiple months in a report, they are displayed as rows. It would be a great way to look at the report if the months were listed as columns.

    2 votes

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