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5 results found

  1. Add Birthday to Contact List Builder Results

    I'd like to see Birthday added as a result field when I pull a Contact list from List Builder.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  2. Add the ability to MERGE duplicate contacts.

    I added a contact that I had added previously -- instead of merely deleting, a better option would be to merge in case information is attached to one and not the other.

    10 votes

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    gathering requirements  ·  3 comments  ·  Contacts  ·  Admin →
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  3. Add the ability to export "notes" associated with contacts.

    I would like to be able to keep detailed Notes about my contacts in Matrix and export those notes at anytime.

    4 votes

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    gathering requirements  ·  4 comments  ·  Contacts  ·  Admin →
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  4. Primary Contacts

    I wish we would be able to designate a "primary" contact When you work with a business or agency, you can have multiple contacts. But it would be nice to designate the primary contact. This would benefit not only a sales rep, but a sales manager who may want to send an email, letter, etc to the primary contact.

    1 vote

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    gathering requirements  ·  0 comments  ·  Contacts  ·  Admin →
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  5. Add Last Billed to List Builder as a column option

    I would like to be able to export a contact mailing list that will show all the advertiser contact information and the last date billed.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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    gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

    I wanted to remind everyone that we do have this functionality now within our List Builder area for Matrix Premium customers but we do NOT have the ability to show Last Billed on it yet.

    I will be changing this request so that it better reflects the need for the Last Billed information on that list since the rest has been taken care of

    Thanks for hanging in there while we worked through this and keep sending us feedback!

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