Allow contacts to display on agencies and accounts
when entering contact info and importing into matrix we can either put the agency or the account... not both. It would be nice to be able to link both together.
We have just finished testing the ability to add an agency to an account and display the affiliated contacts.
Please keep in mind it is still the best practice to place all agency contacts on the agency and all account contacts on the account. You can THEN display the two of them together on the account profile page.
If you no longer need to see an agency on an account, simply remove it and replace it with another if you so choose.
Thanks for this awesome feedback!
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David Herrmann commented
I've created the contact in the Agency Profile. However, there is no way to add that agency contact as an advertiser contact. It can be done via the deals tab, but not on the advertiser propoer, as far as I can tell.
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AdminRyan Moore (Product Owner, Matrix) commented
Where are you entering these contacts? If it is an agency contact, you can create the contact one time on the agency profile.
As a side note, in the future we will be working on a feature that let's you identify a primary agency contact on accounts. This will allow you to keep your agency contacts on the agency where they belong while still easily referencing that contact on the Account Profile, redundancy free :)