Search all accounts and prospects on my available outlets
Need search ability for all accounts!!!!!!
Please make this function a reality. This program is problematic without this functionality.
The account/master list now has an alpha index filter that should allow you to better find accounts and prospects across the outlets/office that you have access to.
You can expect this in the next release.
Thanks for all of your feedback!
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AdminRyan Moore (Product Owner, Matrix) commented
Currently, you have the ability to see accounts owned by other users for the outlets that you have access to via the Master List portion of your Account List.
In the next release, you will be able to also see their prospects and know which outlets they are for.
The next phase of the account list is to then add an alpha index to the top of the account lists in order to help with navigation. Ex: clicking 'G' will allow you to find all accounts and prospects that start with 'G"
Given you now know what we're working on in this area, would you still feel the usage will be problematic? If so, why?
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AdminRyan Moore (Product Owner, Matrix) commented
What you are experiencing is an intended result. The green menu search is meant to provide search results from your account list only. It is not meant to search through accounts that you do not own. As a salesperson, you are only allowed to view details for your own accounts. We provide read only access on the master list so that you can see if an account you may wish contact is already being handled by another AE and cut down on double calling.
What question are you trying to answer or what action are you trying to achieve by searching for the account via the green menu search?
Thx!