searchable master list for AE
AE's need to be able to do a search to see what accounts are already taken by other AE's with out having to go page to page to find an account. This takes forever... and when your prospecting for new biz... it becomes quite tiresome.
Development is now complete for searching on the Account (My List and Master), Agency, and Contact lists. the lists will update as you type and will utilize inclusive searching as opposed to searching by words that start with what you type. This should mean the time it takes you to locate a single Account, Agency, or Contact will be cut down to a small fraction of the current time!
Look for this in the next release and tell us how we did! Thanks!
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AdminRyan Moore (Product Owner, Matrix) commented
I will have a member of our support team reach out to you in order to make sure you're up to speed on how the master list and search functions work. They are separate items that aren't tied together at the moment.
Oh...you might want to take a look at the release notes next week ;) We're putting out a new release over the weekend that improves the search experience in Matrix as well as a mobile site. the mobile site lets you search the master list on the go in order to determine if a prospect already exists without even coming back to the office!
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AdminRyan Moore (Product Owner, Matrix) commented
Could you tell us a little more about this request such as what question you are trying to answer or the problem you are trying to solve?
Does the current alpha-index filtering not provide you with the answers you are expecting when searching for specific accounts and/or prospect names?