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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. Would like to be able to filter on the Agency List

    One example of how I would like to be able to filter on the Agency List - I would like to filter out specific AE's so I can see what agencies that particular AE has business with.

    2 votes
    1 comment  ·  Agencies  ·  Admin →
    declined  ·  AdminRyan Moore (Product Owner, Matrix) responded

    Unable to gather additional information.

    A suggested alternative, and the reason why I asked what you would do next after you obtained this information, would be to run a Multi-Year Sales History or Forecasting Report with the following Hierarchy: Salesperson → Agency. These two reports will easily show you Agency spending and forecasting as well as let you see which agency the salesperson is working with for a given period of time (month, quarter, year)

    If you still feel this request is important and that my suggestion missed the boat, feel free to resubmit the request with a bit more detail and we’ll discuss further.

    Thanks!

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