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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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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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 -
Notes (activity) that mgmt has access to.
Are you able to add accessibility to mgmt to our notes for advertisers? Currently, we are the only ones who have access. This would save us time and also be able to add notes that we all can view. The "add an activity" doesn't always make sense and time consuming.
1 vote -
Adding an Additional Column to Reflect Last Billed VS Last Updated
This is from Stephen Naylor
Looing at the screenshot below, this prospect is showing 8/2023 under the ‘last billed’ column. They’ve never billed. Can you help me understand why they, and many others, would show under last billed?
Hi Stephen
It is showing you the last month when the account was updated by either submitting an activity , a deal or a contact
If the account reports revenue, then the type changes to Billing – otherwise will only update based on data entry
Hope this helps
Thanks
GabyThanks. Does it make sense then to update the column header to…
1 vote -
Dear Matrix, I have been using your product and have found it very helpful overall. I wanted to provide a suggestion that I believe could fu
Dear Matrix,
I have been using your product and have found it very helpful overall. I wanted to provide a suggestion that I believe could further improve the user experience.
Currently, users can only select one activity at a time to move from 'Incomplete' to 'Complete.' Implementing a bulk selection option would allow users to complete multiple activities simultaneously. This added convenience would streamline workflows and enhance productivity.
Please consider adding a multi-select checkbox or other bulk action tool to enable completing multiple tasks at once. I believe this small improvement could make a big difference in the day-to-day use…1 vote -
Cursor moves to pop up box when merging accounts
Would be nice if the cursor automatically moved to the pop up box query when merging accounts.
1 vote -
Be able to filter by "does NOT equal" or able to filter on column headers
Filters on column headers to weed out the overwhelming amount of accounts.
1 vote -
Deal Status Report:
I love this new report in Matrix. I was wondering if revenue type could be added to the Hierarchy so we can see revenue broken out by bucket. To get this i have run multiple reports. seeing it all broken out help the digital team identify opportunity
1 vote -
Add Useful Keyboard shortcuts to Monarch
User wants to have keyboard shortcuts that allow for easy application of toggling sliders suggested control plus s to move slider from activity list to calendar view on the activities tab
1 vote -
Pin Account Notes
It would be great if in every billing account profile there is a place to put Traffic Contact information, and Makegood policies.. I know we could put as a note, but then it gets pushed down as you do other things.. so if there's a way to add this as a card to slide that is housed in the main information about the client, that would be ideal
1 vote
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