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. Need to be able to pull a list of agencies

    Including contacts, email, phone numbers, etc.

    1 vote

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    0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →
  2. Tagging Agencies

    Ability to Tag Agencies and pull in this information into List Builder

    1 vote

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    gathering requirements  ·  0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →
  3. Agencies

    If the account is direct....the word direct should display in the agency list.

    2 votes

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    gathering requirements  ·  0 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →
  4. I want to be able to delete an Agency

    I created 2 prospect agencies incorrectly. I'd like them both removed.

    1 vote

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

    We should be able to address this with some future Agency work that we’re going to tackle in the back half of 2020.

    Stay tuned for updates as we get closer, and thank you for reaching out to us!

  5. Do not see my current active agencies

    Why does Matrix show all agencies when on the Agency List, when 1/2 of them have stopped doing business with my accounts?

    This is not a true representation of the Agencies that I am working on. Why can't there be an option to show ALL agencies, and the default would be show only agencies with accounts that have billed within the last 12 months? Or even better, following whatever our New Business by definition is set to?

    I am not happy with this setup, and has render the Agency List useless.

    5 votes

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    Prioritizing  ·  4 comments  ·  Agencies  ·  Flag idea as inappropriate…  ·  Admin →
  6. Import agencies

    Need to be able to import agencies the same way accounts can be imported.

    2 votes

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