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!
239 results found
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Formatting Notes
This is a minor request but it would be fantastic if there were easier ways to read notes on my contacts, account, agencies, and activities.
Right now, no matter how you format the notes, everything runs on one line. I want to create paragraphs, bullet points, bold words, itallicized words, and underlined words to review notes for clients! I get some reports and areas with notes might need to strip that formatting but when i view it on the profile itself I need to see this.
2 votes -
Admin option to require all activities created must have an Account or an Agency to be saved
Salespeople are entering activities without this information and creating incomplete views when reporting. Every activity is with or for some company and should include an Account, Agency, or both values.
2 votes -
Task lists
I create task lists on paper for my clients and often worry that I am going to forget something shifting between paper and Matrix. I'd love to see each account have a place where I can create check boxes and lists of things that need to get completed - and have it appear on my daily espresso shot. Many of these items could be standardized - credit app, approval of commercial script, commercial shoot date, commercial shoot, approval of commercial, etc... This would help ensure that things don't fall through the cracks in a very high paced environment - and…
2 votesPulling this up as a candidate while we discuss new activity enhancements. Right now we’re discussing this as part of an improved Activity List (or equivalent because people hate paging through lists).
Looking forward to experimenting with this one :)
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Auto format a phone number
When adding a contact, can you auto format a number? If I add a number to Outlook, all I need to do is enter the 10 digits, hit enter or tab forward, and the software automatically formats the number with parenthesese and dash.
2 votes -
Expand global search to include notes, phone numbers, and emails
It would be amazing if the search bar could find notes on an Account, Agency, or Contact. Also the notes on an activity as well. I often put in notes and remember a key word or phrase i used with a client but not the specific person or business i worked with and need to find them.
My desk also has a lot of sticky notes with phone numbers and emails on them and i can't read the name. I want to search for phone number or email to make sure I can throw the note away and stop trying…
2 votes -
Add Last Billed to List Builder as a column option
I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.
2 votesI wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.
I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of
Thanks for hanging in there while we worked through this and keep sending us feedback!
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When linkin a contact to an account or agency it will erase the already input street adress
Leave street address populated when linking contacts to accounts/agencies
2 votesWe will look into a way to handle this that allows you to pick which contact information you want to keep on your contacts when attaching them to accounts and agencies.
Thanks for the feedback!
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Mass email contacts and DND
Need ability to do mass email from all contact and have a simple check button to check (DND) for those who wish to no longer receive emails.
1 vote -
Unassociated Activities – Alert/Notification/Filter
Submitting on behalf of Tegna
Unassociated Activities – Alert/Notification/Filter
• Need a way to identify activities that were added but not associated with an Account and/or Contact
• Add an “Unassociated” filter or flag to Activity List and Sales Productivity views.
o Could also trigger an alert/notification to prompt users to properly associate those activities.1 vote -
Selective Syncing of Activities to Outlook Calendar (Clarity Integration)
Selective Syncing of Activities to Outlook Calendar
Users want the ability to choose which activities sync from Monarch to their Outlook calendar.
Users are logging Phone Calls in Monarch without setting specific times.
These calls are syncing to Outlook as all-day calendar events, which clutters their calendar and they don’t want them added to their calendar.
Want to add a control/setting to opt out of syncing specific activity types (like Phone Calls) to Outlook.
1 vote -
Alert/Report/Notification for Accounts Missing Contacts
Submitting on behalf of Tegna
Alert/Report/Notification for Accounts Missing Contacts
• Identify accounts that currently have zero contacts associated
• Ex: Account 1 has no contacts added1 vote -
Ability to Search/Add Account or Agency on Activity List
Submitting on behalf of Meredith Rall mrall@khou.com & Justin Smith at Tegna
Background:
She has a Contact that is associated with several of her accounts so when she BCCs it doesn't tend to end up on the right account. So, she ends up disassociating the Contact from the accounts and her activity comes in blank.
In evaluating this with her we both came to the conclusion that it would be super helpful if she could the idea that life would be much better if she could search and select Account right from the Activity list screens.
Pain Point: Today Monarch…
1 vote -
Allow AEs to change the default setting when logging an activity from "incomplete" to "complete".
Allow AEs to change the default setting when logging an activity from "incomplete" to "complete".
1 vote -
Misty Farabee Nexstar President wants a limit on prospects or an alert to when an ae has to many accoutns
Misty Farabee Nexstar President wants a limit on prospects or an alert to when an ae has to many accoutns
1 vote -
Tony Knave Nexstar Would Like to be able to add company images, photos to contacts, photos to profile
Tony Knave Nexstar Would Like to be able to add company images, photos to contacts, photos to profile
1 vote -
NSO Managers requesting a multi-select feature on agency reassignments.
Clicking on each individual line is a huge time suck.
1 vote -
All Activities visible on Calendar
Could you add a button on calendar view so we can see all activities rather than only complete or incomplete?
1 vote -
Pin Accounts to the Home Page
When setting up, prospecting, and pitching and account I need to go into their account page several times a week. It would be great if we could pin these accounts to the Home Page to make it quicker and easier to open Matrix and get right to the account to make updates.
At the moment there are 9 cards on the Home Page that you can define. I really only use two of the cards. This would be an excellent place to add these accounts by defining the card to display the account. Then, when I am through the sales…
1 vote -
Light and Dark Mode
It would be great to add a light and dark mode option. I prefer dark mode as I spend a lot of time staring at the screen and it is less stress on the eyes if the background is dark and the text is light.
Additionally, you could have custom color/background/theme options then we could choose the colors we want ourselves.
1 vote -
Adding Activities Information in My List view
Same as Master List, customers would like to have activities information on their list view,
1 vote
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