Options for Account List
In doing clean-up of the database, it would make it easier to see all of the duplicated accounts (like in the old Matrix we could pull in accounts listed 2+times) to easily reassign them if needed as well as merge duplicates myself without calling Matrix
Hi. Please add a feature within Matrix to quickly and easily search all of a subscribers accounts for duplicates. Thanks!
AdminRyan Moore (Product Owner, Matrix) commented
7 unique users have voted on this topic so far so let's get an active discussion going about this. Please chime in as we cannot build this without your input!
Because this is an enterprise database, the ability to do this is a bit limited. Your changes could impact another user's data across the country. In many cases, that's not beneficial to everyone.
What if there was a way to only clean up the information that was unique to your business world. Ex: Tom's Hardware Store only bills on WAAA. Tom's Hardware and Handyman Services only bills on WAAA. You are a manager with access to WAAA. Because it does not exist anywhere else, you can safely merge these two accounts together without impacting anyone else's view of the world.
We could do the same for Agencies too.
You could also take regional accounts/agencies and merge them into National names such as Honda of Pittsburgh could safely be merged into Honda Dealers as long as Honda of Pittsburgh only billed in WAAA (the outlet that you have access to). You could NOT go the other way around though and merge Honda Dealers (billing on 15 outlets) into Honda of Pittsburgh because that would impact users across the country.
Let me know your thoughts on this idea. We've been pitching it around the office for a few weeks now and would really like to try and implement this sometime after Q1, but it doesn't mean this is the right way to do it. Q1 is currently full on features/enhancements so the sooner we can hash this out the better chance we'll get it rolling sooner!