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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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 -
Pull a list of Notes
It would be nice to have a way to include notes associated with each account when pulling an account list in List Builder. Being able to review a list of notes would be very helpful.
2 votes -
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 -
Adding Activity Options
on add activity - can you add other options ( like update deal status, date, etc)
2 votes -
Search Deals by Tags
It would be useful to be able to run deals/pending against a tag, so we can see how much is pitched/pending against a specific initiative.
2 votes -
Show client name on activity screen in mobile app
I'd like to be able to see the clients I have activities for, not just he title I have given the activity. I end up with a long list of "June booking" and have to select and back out of a lot of these to find the right one. If I add the client name to the activity, as a work-around, then my desktop looks cluttered.
2 votes -
Want to be able to add Deal's note on mobile
Is there a plan in the works for you guys to make Deal's note available to view or add through mobile?
This is supposed to be a mobile friendly version but the way it works now, I have to physically click through 200+ accounts daily to get that info if needed.
Am I the only one who is concerned about this?2 votes -
Dollars Asked to Dollars Closed
I want to know how much money my sales team is asking for compared to how much money is actually closed. This means I want a non reconciled amount on any given day of the deal's life compared to booked.
2 votes -
lock a budget by sales person and station
this would provide me with more flexibility as some markets may have their budgets in sooner than others or just want to prevent changes from particular markets
2 votes -
Account List Filters should be sticky
Although one of the other SAs has "Leads" checked under Type in Accounts filters, I do not and I have to change it every time I go in, which is rather annoying.
2 votesWe are planning to handle this as part of a large Account and Agency undertaking this winter!
I will update this request as more information comes to light. We’re very excited to take on a bunch of these little changes like that as we know that it makes a big impact on all of you.
Thanks for the feedback, and please stay tuned!
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it would be AMAZING if we could chose our own default date on the estimated closing date in the deal process.
because we are judged internally by the # of deals we put in each day- not necessarily when they will close- it would be great to be able to set my own default date on estimated close date- to the current date. or have a drop down of options- todays date, 30 days, 60 days...or enter your own
2 votes -
I want to be the first in the door when an advertiser wants to spend so I need to know when dollars came in historically
Let's say that I have Abe's Motors as one of my Accounts. They spent with me in April of 2016. I may have forgotten about that, but I'd like to know when Abe spent that money in April 2016 (maybe it was in February) because then I know that I should be reaching out to Abe's Motors no later than that date in order to get more of the money before a competitor steals it away.
I'd like to know the following...
Week that the dollars came in last year
Dollars Pitched
Final Dollars Booked
Account NameSounds like an…
2 votes -
Add Birthday to Contact List Builder Results
I'd like to see Birthday added as a result field when I pull a Contact list from List Builder.
2 votesI’d like to know more about this. Might be something we’re thinking of doing right now so please respond whenever you get a moment.
Thanks!!!
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2 votes
Interesting. I did not know that this was happening. I’m going to write this up as a bug and work with development for prioritization.
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Budget by Group
I would like to enter the budget $ by group ( etc. revenue group). This feature used to be available in MatrixPlus. However, it isn't available anymore in Matrix. Our station enter the budget by revenue group such as "Digital Interactive". We don't split the revenue type into "“DI-Revenue Agency” and “DI-Revenue Direct”. Without having "Budget by Group" available, it is very difficult for our station to enter the budget.
2 votes -
Change the TY Pacing As Of Date
In our business we need to view weekly pacing differences. Currently, this is not possible because you are unable to modify the TY As Of date, only the Change Since date...and I cannot understand why this is?
There really is no value in showing a cumulative $ amount based on the Change Since date to the most current TY As Of date vs. controlling the two dates - this adds more value, and makes it much easier to work with.
I know there are others that have asked about this, and adoption only comes when there is value given.
2 votes -
Reassign and Merge on the same page
It would be very efficient if filtering, account reassignment and merging could be done on the same page. Currently we need to filter the account list by an AE, and see if there are any dups. If there some, need to download this list to Excel, print it, and then go to a different page in order to merge....what a waste of time!
Hope this makes sense, and I am sure other customers would love have this functionality as well. Please contact me if you want to discuss this further as the able is a weekly task I do not…
2 votes -
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 -
Most contacted pod does not include Agency Contacts
When we have an agency contact attached to an account, and they have activities attached, the "Most Contacted" pod does not show the contact name. Only the Account Contacts with activities.
Can someone explain why this is, especially when we do a lot of Agency business.
2 votes -
Reassign the office on a deal when the account's office is reassigned
We reassigned many accounts to another office recently. After running the Forecasting report I noticed that it was off. Turned out that the offices on the deals do not update under this workflow. I'd like for the office on any open deals to change to the affiliated account's new office when performing an office reassignment on an account.
2 votesI’m pulling this up for better visibility as our team continues discussions around improvements to the account and agency management.
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