account list
add a drop down of add ons, for example phone number address etc that way when you want to export information, your accounts, a master list etc you will have that info with you. currently i believe what most AE's are doing is printing their snapshot then going back through and writing in phone numbers, contacts and so on.
Pat Robertson
shared this idea
This feature currently exists within our Matrix Premium offering. Please reference my comment for more info on the List Builder feature and know that I’ve reached out to your Success Manager to see if your group would be a great fit for Premium.
Thanks for the feedback, and do not hesitate to reach out to us any time!
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AdminRyan Moore
(Product Owner, Matrix)
commented
Thanks for your feedback! We agree with this so much that we actually did that with our List Builder feature within Matrix Premium.
I'm attaching a link to our Quick Reference Guide on the feature here: http://web28.streamhoster.com/asample/mgr_qrg/listbuilder.pdf
Your group does not currently have this feature enabled so I have already reached out to your Success Manager at Matrix, Sandy, and told her about our your needs. She'll be able to better work with your group in order to see if our Premium offering is a good fit for you all.
Please do not hesitate to reach out to us if you have any additional feedback or questions. We absolutely love talking with engaged users like you.
Thanks!