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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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10 results found

  1. 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  ·  Admin →
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  2. 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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    4 comments  ·  Agencies  ·  Admin →
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    The Agency List now has an option to Display Accounts by the latest Agency only


    This will only show the latest agencies so that those an account did business with years ago but are no longer working with will not show up rendering you a current agency list.


    Thanks for the feedback!!

  3. Allow multiple agencies to be linked to one account

    have the capability to tie more than one agency to an account. Example: I work with the State Health Dept. & all their campaigns are put out for bids. I sometimes am working with 4 different agencies for the same campaign & I cannot link all of them to the one Health Dept account.

    1 vote

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    0 comments  ·  Agencies  ·  Admin →
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    This has been completed and can now be accessed from within our Monarch solution. Special thanks to everyone that provided feedback both early on and during development!

    We can’t wait for you to begin taking advantage of this during your day to day workflows :)

    Keep the ideas flowing!

  4. 1 vote

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    0 comments  ·  Agencies  ·  Admin →
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    We have enhanced the Notes ability in our next product, Monarch. This will be released later this year and into next year as we phase our users onto the product.

    Thanks so much or your feedback!

  5. Notes section for Agencies

    There should be a notes section for all of your agencies. This way if you don't have a contact or a specific account under them yet you can enter important notes (such as they don't buy the medium you sell).

    2 votes

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    0 comments  ·  Agencies  ·  Admin →
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  6. Add "check all" option

    Instead of having to add each individual asset (outlet) to the agencies page there should be a button to "check all". This is cumbersome!

    1 vote

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    0 comments  ·  Agencies  ·  Admin →
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  7. LInk an existing agency to a Prospect

    I would like to be able to link an agency to a Prospect so that I can see the prospect accounts on the agency and master agency lists

    12 votes

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    0 comments  ·  Agencies  ·  Admin →
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    This is done for internal testing and is part of a MUCH larger outcome. It will not be available for release for some time, but we are committed to enhancing the Agency and Account experience including their relationships with each other.

    We will probably reach out to some of you as we get closer to being able to show the work off for feedback.

    Thanks for the input!

  8. Agency List

    As a manager I would like to pull an agency list for one or multiple AE's. When you select agencies can you put a filter so we can sort by AE?

    1 vote

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    0 comments  ·  Agencies  ·  Admin →
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  9. Ability to add a New Agency

    There are times when an agency has yet to work with our station, but we would like to get their business. it would be great if I could create a new agency in Matrix and begin creating activities with them.

    11 votes

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    7 comments  ·  Agencies  ·  Admin →
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    We have just finished testing this feature and I’m happy to say it will be a part of our January release! Finally you will be able to create an agency and forecast for them without having to wait for the agency to come in from traffic.

    Thanks again for this great idea!

  10. AE's need to view MASTER AGENCY list somehow

    An Agency called in last week and there was no way for me to quickly look in Matrix to see if it was handled by another AE. There were no managers or assistants available at the time. I had to tell the Agency "someone" would get back to them at a later time. I ended up, it WAS handled by another AE.

    17 votes

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    1 comment  ·  Agencies  ·  Admin →
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    Work on the Master Agency list is now complete and tested. We’re looking forward to getting this out the door with our next release.

    Thank you for your patience and help in shaping this feature! It was the #1 requested item!

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