Matrix

Please use this area to let us know what you like, dislike, or would change about the product and/or services in order to better meet your needs in the way you do business. If we ask for more information, please respond in order to ensure your ideas have a better chance of being made a reality!

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  1. AE Recently Imported Pod Monarch

    Allow and AE to view what's been recently imported by selecting a specific time frame in Monarch

    4 votes

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    3 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  2. Customize a Data Card to see only the persons (AEs, or Manager)

    Select specific people on your team, and be able to customize a Data Card with the information needed only for that specific group of people.

    2 votes

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    1 comment  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  3. Totals at the Top of Sales Outlook

    Would be much easier to read if the total row within the Sales Outlook was at the top of the chart, as opposed to the bottom. Similar to reports.

    1 vote

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    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  4. Save Project as Data Card

    It would be great to have the ability to save a particular Project as a data card on the Home page. This would allow the user to access the Project more quickly.

    1 vote

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    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  5. Drag and drop functionality for data cards

    Allow data cards to be dragged and dropped. Rather than selecting the X to delete and + to define a new data card to re-organize data cards.

    2 votes

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    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  6. Data cards - Manager and User View Toggle

    When viewing Data Cards, If the user is a MGR, allow for the MGR to choose to look at his information only and not the whole teams

    1 vote

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    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
  7. Send a Global Broadcast Message

    Recently an Account merge was done where the new name was completely different than the original e.g. America's Best Contacts was merged into "National Vision, Inc". Only Corporate knew about this, and this caused several AE's to notify me that "America's Best Contacts" was missing.

    It would be great if there was a "Broadcast Message" pod within Matrix that would list any "IMPORTANT" notices to all the Managers. Even have a bubble show, like it does for Lead Approval. Anything that would cause the Manager to view the notice.

    3 votes

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    1 comment  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →

    This sounds like a great case for our new Alert Engine! Imagine, if you will, having the ability to know when one of your Accounts was renamed, merged, or grouped in the last 7 days or so.

    I’m going to pass this along to our development team for review to make sure that we plan for a case like this in our backlog of future development.

    Thank you!

  8. 1 vote

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    0 comments  ·  Pods  ·  Flag idea as inappropriate…  ·  Admin →
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