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!
238 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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
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