Have the ability to download Alert results from within Monarch
No ability to download alert results from within Monarch, why?
Amy bott
shared this idea
We have just completed the development effort for this, and you should be seeing it in Monarch on August 5!
Thanks so much for the feedback. We hope it brightens your day and makes using Monarch a tiny bit better.
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Katelyn Leczynski
commented
It would be great if we were able to export the account list generated with the Quiet Account Alert to an Excel Document.
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AdminRyan Moore
(Product Owner, Matrix)
commented
Excellent. Thank you for the clarification! Are the AE's looking for accounts that other salespeople have let slip through the cracks in order to make a case why they should be the new owner / claim them or only looking for their own accounts that may need extra, immediate attention?
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Ashley Parent
commented
Ryan,
In particular the alerts is "Should Have Booked By Now" and "Quiet Accounts", it would be awesome to export the data to Excel to easily download and share with our AEs so that they might take action on those accounts.
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AdminRyan Moore
(Product Owner, Matrix)
commented
just curious...is it a particular alert that you regularly print out? What are you doing outside of the product with this data?
We want to streamline workflows and make your process more efficient so understanding this could allow us to build the flow in, instead of continuously going outside of the flow.
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Ashley Parent
commented
I would like to request an option to be able to Export to Excel and/or Print Alert data. It would be really convenient to go into the Alerts Dashboard, click on the created Alert and then have an option to Export/Print as opposed to continuously printing the webpage as a PDF or using the Snipping Tool.
Thank you for your time! -
Heather Moore
commented
Some Alerts you can export, others can't, please open this export feature for ALL Alerts, thank you
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Judy Vavrek
commented
What can I not download the results page? Currently, I can only address each items listed 1-by-1; however, it would be more useful if this information could be downloaded, and emailed to others for further review and/or follow-up.