Show more than 5 Accounts in Birds Eye View
Scrolling through only 5 accounts at a time in Birds Eye View using the slider is time consuming. Using the slider is difficult on a Tablet and adds an unnecessary step. Can you please have an expand option so we can see all of our accounts at once to give us a quicker overview. (You could even give the option of view 5,10,20, ALL next to slider to expand that section).
We’ve worked this into our new installment of Matrix that we plan to roll out in 2017. Currently 12 rows are displaying, but this may change as we continue to develop on the new user interface and get feedback.
Thanks for your input and please keep it coming! We are working on resolving many of the issues with Matrix within our next solution and are building it in a way that allows us to more easily make changes like this!
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Anonymous commented
I would like to see if there is a way to expand the number of accounts I can see on the birds eye homepage. I run the national line, and it would be very helpful to see more than 6 accounts at a time.
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Anonymous commented
I agree with Dominic. I'd like to work in the Pendings/Proposed areas updating the information easily without all the back & forth.
Thanks!
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Dominic Forth commented
Yeah lets give it a shot!
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AdminRyan Moore (Product Owner, Matrix) commented
I'm going to go out on a limb and try a solution...
What if we could make the Sales Outlook pod go into full screen mode and you could then have as many rows as your screen resolution could allow for (potentially different for each user).
Thoughts?
You can try this out on nearly any report within Matrix to get a sense of what it would do for you by clicking the Fullscreen option in the upper right of a report.
Let me know!
Thanks
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Dominic Forth commented
2/21 My motive is to see as many accounts pending business as possible on the opening screen (birds eye view) so I can then update pending business as quickly as possible for management.
(I understand I can pull a separate pending report that will list all the account, but if I can eliminate having to do that as an extra step, that would be fantastic.)
Thanks!
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AdminRyan Moore (Product Owner, Matrix) commented
What are you trying to achieve/do when you locate the account?