Export the Activity List to be like a To Do list
We do wish we could print the ACTIVITY LIST so we could use it as a "to do" list per say. If we go to report it gives a lot of information in excel and is extra work to make it just a to do list. This would be a very helpful tool for the account executives
Darla Loss/Heather Brown
shared this idea
We’ve recently enhanced our mobile solution to include everything from your Activity List on the desktop and as such this is now a great interactive to do list!
Update and complete your activities as they happen in order to “cross them off” your list and move onto the next.
Hope this helps to improve your workflow!
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Jessica Pertuz
commented
Hi, I noticed that the mobile option does not allow you the option to sort the activity list from most recent and instead starts from the first activity which does not help at all. Is there a way to change that? is there a setting somewhere? I was unable to find one.
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AdminRyan Moore
(Product Owner, Matrix)
commented
That is a great idea. I'll pass this along to our development team and see if we can't do that in the future! Thanks!
I also wanted to let you know that Matrix Mobile should do exactly what you're looking for if you wanted to give that a shot in the meantime! Simply navigate to your Matrix site from any Android 2.3+ or iPhone 3GS or higher device, log in and you'll be presented with a to do list of upcoming activities. Who doesn't have their phone on them nearly every waking moment these days?! With Matrix Mobile, you can stay logged in for up to 7 days without having to enter your credentials again so it's super convenient once you create a shortcut on your home screen to Matrix Mobile. One less sheet of paper to carry while on the road :)
I'm going to pass this information along to our Success Managers, and they may be in contact with your team to provide additional information about our free mobile offering and how it may be beneficial to you and your group.
Thanks so much for your feedback!