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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2 votes
I’m afraid we have to include features like changing passwords on a regular basis in order to accommodate growing IT and security requirements from our customers.
If a user left and nobody deactivated that user, at least after 90 days they would no longer access the system. Think of it as one of your fellow AEs leaving and still having access to your master list and poaching accounts. Not cool.
Sorry for the inconvenience this may be causing you.
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Include contacts with Account List Export
when exporting the Account list, have the Contact Information come over with the account.
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 get additional information necessary to work on this feature. Declining the request. If you can provide additional details, we’d love for you to resubmit it and explain your process a bit more.
Thanks!
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Have the main entered in the "add account" show up as we "add contact" to the customer
when I add an account, why not have the input that is added for the account show up as default for the contact who is added right after
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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When back is clicked, bring me back to where I was
When in accounts and I click on the account and once I see what I need, when I hit the back button, it brings me back to the beginning of the account list instead of where I left off.
2 votesCommon navigation for web sites and web applications where the flow is back and forth from high level to detail is to make use of the browsers tab style navigation.
In this example, you could load the Account list and then for each account that you need to look at in greater detail just right click and open each in a new tab. This will actually speed up the process as it doesn’t require the list to be reloaded from the server each time.
Thx!
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Add a FILTER on the sorting heading
In account list, if you could add a Filter to the heading columns, this way you can sort and just get what you want, rather than a continuous list.
2 votesUnable to reach out for more information.
A filter already exists on the account list. the button looks like a small pencil near the green “Accounts” title and will allow you to filter Outlets, Offices, Salespeople, Type, and in the next release…Tags.
If you need any help with this, please don’t hesitate to call our support line (877)687-9066
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This report needs a variance
you are giving data for ly and this year you should also give the difference in $ and % between the years
2 votesUnable to determine which report the user was on as they did not get back to me. If you still feel this way, please resubmit this request with a bit more information so that we can look into your request!
Thanks!
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2 votes
Thanks for your feedback Leslie. This was a tricky one for us as we got a lot of feedback requesting the ability to see more layers of revenue in the pod by breaking out Outlets and Rev Types. In turn, this gave us less room to work with…especially when monthly sales exceed $100,000 and made the numbers unreadable.
We’ll continue to think about how we can give you the best of both worlds and will implement a solution if we come up with one. In the meantime, you can hover over the number to get the exact amount for each month.
Please let us know if you have any other questions/comments.Thanks!
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Add categories to the search bar at the top right
It would be helpful if we could pull category information from the top right search box just as we can accounts.
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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Account Ranking Queries
I think it would be great if we could run a report that will display accounts that meet certain criteria like accounts that are - or + $500 compared to previous year.
2 votesThis can be accomplished today in multiple ways. The Ranking Report is a great solution by sorting on the difference. For example if $500 is your threshold, perform a descending sort on the difference column to get your results.
The Build Your Own Financials report can also do this with even less columns if you truly only care about the TY, LY, and Difference values.
Thanks for your feedback.
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Add a deal for a prospect
Can't add a pending deal for a client that isn't already billing.
Issue - need to be able to prospect.2 votesAlready a feature within Matrix. Sent over to support for follow up.
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action tab
we need a next acton tab that lets you put in a reminder that syncs with outlook. This is very important and needs to be done asap. also whe you enter a new prospect/client how about a primary contact position.
2 votesleft multiple VMs with original requester. Couldn’t seem to get in touch to clarify this. Declining due to lack of information.
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I need to be able to set a default office to be used with future deals
- Under Add a Deal in account info, *Office needs to default to WSET-Lynchburg, currently it defaults to HOUSE
2 votesUnable to get in touch with the original requester in order to design a feature like this. Declining due to lack of information and interest.
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2 votes
I spoke with our Director of Client Services and found that we have no plans to change the voice in our training at this point in time. We will, however, keep this thought in mind for any future products we may develop.
Thank you.
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DISPLAY BILLING TOTALS MORE DISCRETE
WHEN WORKING IN THE ACCOUNTS WINDOW, THE TOTALS ARE DISPLAYED AT TOP OF PAGE. ALL SALESPEOPLE WORK IN CUBICLES AND HAVE NO PRIVACY. WOULD PREFER TO HAVE THE TOTALS AT THE BOTTOM OF THE PAGE OR SOMEWHERE OTHER THAN FRONT AND CENTER.
2 votesDeclining due to lack of feedback from the original requester
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Fix the navigation between the client screen and the account list.
1) I drill down to an account from the account list, which is page 4 of my account list, all the way down at the bottom.
2) I do my stuff---deals, pending, so forth--in the account profile page.
3) I navigate back to the account list, but now, I'm transported back to the account list page 1, top of the page.Suggestion: fix the navigation to take you back to the precisely same place, exactly on the page, where you were before drilling down.
2 votesWhile we think is a fine idea, for the time being we recommend that you use your browsers right click feature and open the account in a new tab or window if you must use the list. Once you complete the work, you can close that tab/window and your list will remain where you left off.
Ultimately the search bar is the best place to find accounts that you know you need to work with, but we do understand that some people find lists to be a better visual representation.
Please don’t hesitate to give our support a call at 1.877.687.9066 if you need further assistance or tips in navigating Matrix.
Thx!
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In the sales graph, assign a color to a year and keep it consistent throughout.
Now, 2011 can be red on one account, purple the next. Confusing.
2 votesWe investigated this feature a bit further and found out that our charting solution does not support this feature. Unfortunately we will have to decline this request.
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My Deals Pod needs to Auto-Refresh
My Deals Pod needs to Auto-Refresh after a Deal is entered from the Green Toolbar.
2 votesthe low benefit, ease of workaround (F5 or click refresh) and consistent low prioritization of this feature makes it clear that we probably won’t be getting around to doing this one.
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Account Profile Page- History of Account
The Term " HISTORY OF ACCT" should appear within the acct profile page instead of showing Activity/Contact/Details, etc..This is helpful for newcomers using Monarch.
1 voteThat is what the Summary Tab displays. It shows upcoming items as well as "Account History" showing activities added/updated, Deals added/updated, or reassignments.
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Adding Rev Type To The Activity Impact Report
Hello. Would it be possible to add Rev Type, to the hierarchy, of the Activity Impact Report? For me, the functionality would be extremely helpful in measuring new business data specifically.
1 voteWe can only work with fields that are in both revenue areas (which Revenue Type is) and Activities (which Revenue Type is not) as that is the only way to make a proper connection.
Unfortunately, we are not able to accommodate this request.
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