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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AE Home Screen
Would like to see AE Home Screen as same view from Manager Level with Churn and other snap shot windows below/ or above the My Deals window.
2 votesPlease review my comments on this request. I tried to explain the method to our madness with the Bird’s Eye View and Street Level view as the information you are requesting does exist for you. You can even make it your homepage if you like.
Give it a shot! You might find it to your liking.
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Would like to be able to filter on the Agency List
One example of how I would like to be able to filter on the Agency List - I would like to filter out specific AE's so I can see what agencies that particular AE has business with.
2 votesUnable to gather additional information.
A suggested alternative, and the reason why I asked what you would do next after you obtained this information, would be to run a Multi-Year Sales History or Forecasting Report with the following Hierarchy: Salesperson → Agency. These two reports will easily show you Agency spending and forecasting as well as let you see which agency the salesperson is working with for a given period of time (month, quarter, year)
If you still feel this request is important and that my suggestion missed the boat, feel free to resubmit the request with a bit more detail and we’ll discuss further.
Thanks!
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Delete a Lead
AE's should be able to submit for a Lead to be deleted. Right now only Manager's have the ability to Delete...so the AE's have to email/call the manager to delete it. AE's SHOULD have the ability to submit for a lead to be Deleted so everything is managed within Matrix.
2 votes2/11 – If an AE can create a lead, the AE can also delete the lead. This is handled from the Account List via the gear icon on each Lead.
the only thing that would stop them is if the lead has an Activity or Contact associated with it. In that case, the lead cannot be deleted until the Activities/Contacts have also been deleted or unaffiliated. That being said we’re looking into overriding that rule in a future release.
Because this functionality exists, I am going to decline the request. I’ve been in touch via email so don’t hesitate to reply back.
Thanks!
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2 votes
Unable to get additional information about how this could work from a desktop.
I will note that this does work from the mobile solution when used from a smartphone.
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unassigned accouts- view of inforation
there should be a better view or accouts information on accounts that are inactive or unter a name of an accout executive no longer here
2 votesShared accounts came out since this was written and now provides AEs access into other accounts
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prospect delete
we sould be able to delet a non billing prospect or a prospect that we know will no longer bill. This helps clean up our matrix and free up prospects for other AE
2 votesSupport took care of this issue through training as well as the VSA handling a merge request.
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2 votes
Declining due to lack of clarification. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs and hopefully develop a solution!
Thanks!
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Use imported historical data for birds eye pacing
The pacing graph on the birds eye page does not show pacing. Support informed me that it will be a year of history before we can see and use this feature. The data is already imported from Wide Orbit, is there any way to use this on the pacing graph on birds eye view?
2 votesPlease see my comment. Support is correct in what they have stated. We are displaying everything that we can given the information we were/are provided each day from Wide Orbit.
Sorry for the inconvenience
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Matrix should automatically save any emails initiated within Matrix
Would be great to automatically generate an email to all parties listed on an account, for example, and have a copy saved within notes section of matrix for future reference.
2 votesWe already do this. Anytime Matrix recognizes an email address it attaches the email to the contact as an activity. It will even attach it ot the Acct/Agy if affiliated as well.
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Home Page Default: Reports
I'm an admin with access to all accounts. To assure privacy on my highly visible workstation, it would be nice of my default screen opened to the Reports home page.
2 votesThis will probably not be happening. With our new alerts and news focus we’re creating a default Home page in a new version of Matrix and driving experience from there for each user type.
The good news is that Reports are still a click a way and performance is being improved drastically with the new version so we hope this only remains a minor inconvenience.
Alternatively you can always save the Reports page as a bookmark and use that as your entry to Matrix each day.
Thanks for reaching out to us!
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Forecasting
We need to be able to reduce the billing on an account in the forecast column, if we know a cancellation is coming through. On the day that we need to recap all business to corporate, we may know a cancel is coming in, but the order has yet arrived. This way the reports accurately project where they will end up, after the cancel.
2 votesUnable to get the additional information necessary to look into this request. If you feel this is still an issue, please resubmit your request with a bit more information and we’ll look into it again.
thanks!
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Gregorian or Broadcast option when pulling Commissions Report
When pulling the Commissions Report it pulls all data based on Calendar billing. 95% of accounts bill as Broadcast and that's what the commissions are calculated on. The report would be much more accurate if this option was available.
2 votesWe will not be taking this on due to lack of widespread need or use of this report. We're sorry for any inconvenience this may cause.
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2 votes
Declining due to lack of clarification and/or understanding. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs and hopefully develop a solution!
Thanks!
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2 votes
Declining due to lack of clarification. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs.
Thanks!
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have a same as contact information for advertiser contact
When I type in the contact address...I have to enter it twice if it is a local direct account. It would be nice if there were a same as contact information button that would import that info similar to when you buy something on-line and it has a same billing info as shipping check box.
2 votesDiscussed with Sandy while she was visiting your station. She will help explain the reasoning for our workflow and help with improving the efficiency with a few of our cool shortcuts as discussed in my comment (contacts inheriting advertiser/agency address information)
Thanks for reaching out to us!
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Allow for only First name in contact / Emails not recognized
There are a lot of emial addresses that are not recognized. It makes it difficult to enter contact info. Too many restrictions on entering names.
2 votesDeclining due to lack of clarification and/or understanding. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs and hopefully develop a solution!
Thanks!
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2 votes
Unable to obtain additional information on what details were requested. I am declining this request, but if you can provide us with additional details then I would be thrilled if you could resubmit the request with that information.
Thanks!
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2 votes
Declining due to lack of activity and requested clarification from 7/24/12
If you believe this enhancement will be of great use to you and other users, please resubmit it along with additional information so that we can begin discussing how to handle it.
Deals can be closed by any manager with access, or they can be picked up by the new AE receiving the accounts.
Thanks!
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2 votes
Declining due to lack of activity and requested clarification from 7/24/12
If you believe this enhancement will be of great use to you and other users, please resubmit it along with additional information so that we can begin discussing how to handle it.
Thanks!
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2 votes
Declining due to lack of activity and requested clarification from 7/20/12
If you believe this enhancement will be of great use to you and other users, please resubmit it along with additional information so that we can begin discussing how to handle it.
Thanks!
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